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Texas Pacific Land Corp insider Horizon Kinetics Asset Management LLC, a more-than-10% owner, reported a small open-market purchase of 1 share of common stock at $387.62 on May 15, 2026. After this transaction, the filer directly held 3,395,613 shares of Texas Pacific Land common stock. A footnote references a recent amended Schedule 13D filed on May 7, 2026, in which Horizon Kinetics Asset Management LLC reported beneficial ownership of 10,109,933 shares and notes that the extent of its pecuniary interest in those shares is described in this Form 4.
Texas Pacific Land Corporation used its Investor Day to highlight how its surface estate and water businesses generate high-margin cash flow and support Permian Basin development. In fiscal 2025, these activities produced about $386 million of revenue, representing 48% of consolidated revenue.
The standalone water segment has been profitable every year since inception, with cumulative post-tax cash flow of about $811 million versus $190 million of sourced and treated water capex and $39 million of desalination capex. The company reported fiscal 2025 net income margins of 60% consolidated, 66% for land and resource management, and 52% for water services and operations.
Management outlined growth in water sales volumes to 763 thousand barrels per day in 2025 and produced water royalty volumes of 4,292 thousand barrels per day, driving about $124 million of 2025 produced water royalty revenue with essentially no direct operating costs. The presentation also described a phased, patented freeze desalination program, including an initial pilot with strong water quality results and a Phase 2 facility designed for about 10,000 barrels per day, plus strategic options to commercialize desalination in a capital-light way. In data centers, TPL discussed its $50 million investment in Bolt Data & Energy to pursue multi-gigawatt data center and power projects that may benefit from TPL’s land, water and potential desalination capabilities.
Horizon Kinetics Asset Management LLC, a more than 10% owner of Texas Pacific Land Corp, reported an open-market purchase of 1 share of common stock at $385.21 on May 14, 2026.
After this small transaction, the reporting person directly holds 3,395,612 common shares. A related May 7, 2026 Schedule 13D amendment referenced in a footnote reports beneficial ownership of 10,109,933 shares and notes that the extent of pecuniary interest in those shares is described here.
Horizon Kinetics Asset Management LLC, a more than ten percent owner of Texas Pacific Land Corp, made an open-market purchase of 1 share of common stock at $381.10 per share. After this transaction, it directly holds 3,395,611 shares. A recent Schedule 13D amendment reported beneficial ownership of 10,109,933 shares.
Horizon Kinetics Asset Management LLC, a more than ten percent owner of Texas Pacific Land Corp, made a small open-market purchase of 1 share of common stock at $393.71 on May 12, 2026. After this trade, it directly held 3,395,610 shares of Texas Pacific Land common stock. A related Schedule 13D amendment filed on May 7, 2026 reported beneficial ownership of 10,109,933 shares for Horizon Kinetics Asset Management LLC.
Horizon Kinetics Asset Management LLC, a ten percent owner of Texas Pacific Land Corp, reported two small stock awards of common stock. It received grant or award acquisitions of 1 share on May 8, 2026 at $402.00 per share and 1 share on May 11, 2026 at $401.44 per share. After these transactions, its directly held common stock positions were reported as 3,395,608 and then 3,395,609 shares. A footnote notes that an amended Schedule 13D filed on May 7, 2026 reported beneficial ownership of 10,109,933 shares, with the extent of pecuniary interest in those shares described in this filing.
DOYLE PETER reported acquisition or exercise transactions in this Form 4 filing.
Texas Pacific Land Corp director Peter Doyle reported an equity grant and updated holdings. He received 254 shares of Common Stock as part of the stock portion of his annual board retainer, bringing his directly held shares to 147,139. The filing also lists indirect holdings of 1,805 and 11,286 shares held in trusts for which his spouse serves as trustee.
Horizon Kinetics Asset Management LLC, a more-than-10% owner of Texas Pacific Land Corp, reported an open-market purchase of 1 share of common stock on May 7, 2026 at $401.32 per share. Following this transaction, it directly held 3,395,607 shares of Texas Pacific Land common stock.
A related footnote states that on the same date Horizon Kinetics Asset Management LLC filed an amendment to its Schedule 13D reporting beneficial ownership of 10,109,933 shares, with the extent of its pecuniary interest in those shares described in that Schedule 13D.
Horizon Kinetics Asset Management LLC, a more than 10% owner of Texas Pacific Land Corp, made an open-market purchase of 1 share of common stock on May 6, 2026 at $419.02 per share. After this small transaction, it directly holds 3,395,606 shares in this account.
A related Schedule 13D amendment filed on May 7, 2026 reports HKAM’s aggregate beneficial ownership at 10,109,933 shares. The filing also notes a reduction of 30,549 shares that were in an account where HKAM no longer has a pecuniary interest, indicating a portfolio reclassification rather than a market sale.
Texas Pacific Land Corp director Peter Doyle filed an initial ownership report showing he and related parties hold Texas Pacific Land common stock through both direct and indirect interests. Indirect holdings include 3,395,605 shares managed by Horizon Kinetics Asset Management LLC and additional shares held in trusts for his spouse. Doyle’s direct ownership is 146,885 shares, and he disclaims beneficial ownership beyond his pecuniary interest.