Permian Basin Royalty Trust (PBT)Horizon Kinetics Asset Management LLC added to its stake +1.71M shares

5.84M

Shares reported · +1.71M vs prior quarter

0.86%

Disclosed portfolio weight

$72.8M

Reported value

Holdings as of

Jun 30, 2025

Filed

Aug 12, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 4, 2025Insider10% owner sold ~$130 of PBT shares in the open market
2. Jun 5, 2025Insider10% owner sold ~$77 of PBT shares in the open market
3. Jun 6, 2025Insider10% owner sold ~$26 of PBT shares in the open market
4. Jun 11, 2025Insider · 1 personInsiders: 1 purchase (~$57K), 1 sale (~$204)
5. Jun 12, 2025Insider · 1 personInsiders: 1 purchase (~$256K), 1 sale (~$53)
6. Jun 17, 2025Insider10% owner purchased ~$181K of PBT shares in the open market
7. Jun 18, 2025Insider10% owner purchased ~$136K of PBT shares in the open market
8. Jun 20, 2025Insider10% owner purchased ~$55K of PBT shares in the open market
9. Jun 23, 2025Insider10% owner purchased ~$244K of PBT shares in the open market
10. Jun 24, 2025Insider10% owner purchased ~$86K of PBT shares in the open market
11. Jun 25, 2025Insider10% owner purchased ~$48K of PBT shares in the open market
12. Jun 26, 2025Insider10% owner purchased ~$25K of PBT shares in the open market
13. Jun 27, 2025Insider10% owner purchased ~$86K of PBT shares in the open market
14. Jun 30, 2025Insider10% owner purchased ~$50K of PBT shares in the open market
15. Jul 1, 2025Insider10% owner purchased ~$25K of PBT shares in the open market
16. Jul 2, 2025Insider10% owner purchased ~$83K of PBT shares in the open market
17. Jul 3, 2025Insider10% owner purchased ~$26K of PBT shares in the open market

What came next

1. Sep 19, 2025Company filing · Form 8-K · ResultsReported its results
2. Oct 21, 2025Company filing · Form 8-K · ResultsReported its results
3. Nov 17, 2025Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Permian Basin Royalty Trust

For Permian Basin Royalty Trust, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PBT page.

How this filing works

• SEC Form 13F

Other disclosures at Permian Basin Royalty Trust

• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRFeb 11, 2026
• SEC Form 13F-HRNov 14, 2025
• SEC Form 4Jul 22, 2025
• SEC Form 4Jul 22, 2025

Everything OQRO holds on this company is on its PBT page.