PENN DAVIS MCFARLAND INC: 13F holdings
CIK 11088932026Q2
| Positions | 79 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG ALPHABET, INC. CL C (GOOGLE C) | 428,390 | $151.4m | 13.5% |
| NVDA NVIDIA CORP | 465,988 | $93.2m | 8.3% |
| UNH UNITEDHEALTH GROUP, INC. | 136,259 | $56.6m | 5.0% |
| ROIVANT SCIENCES LTD. | 1,580,191 | $55.9m | 5.0% |
| KMI KINDER MORGAN, INC. | 1,673,542 | $53.5m | 4.8% |
| AAPL APPLE, INC. | 175,501 | $50.8m | 4.5% |
| EPD ENTERPRISE PRODUCTS PRTNS | 1,175,994 | $43.2m | 3.9% |
| ACCENTURE PLC | 320,793 | $39.9m | 3.6% |
| BUD ANHEUSER-BUSCH INBEV SA/NV | 483,439 | $39.8m | 3.5% |
| SHEL SHELL PLC | 489,575 | $38.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1108893")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.