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Portfolio (Quarterly) Guide ↗

MSRH, LLC

· CIK 0002122489
13F Portfolio $113M AUM 29 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 4 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TPL TEXAS PACIFIC LAND CORP Energy 149,458.0 $70.9M 62.83% -772.0 -0.5% $474.56 -18.8%
2 GBTC Grayscale Bitcoin Trust Financial Services 419,620.0 $22.1M 19.61% -2K -0.6% $52.76 +13.1%
3 HHH HOWARD HUGHES HOLDINGS INC Real Estate 6,000.0 $380K 0.34% -1K -16.7% $63.26 +0.8%
4 WPM WHEATON PRECIOUS METALS CORP Basic Materials 44.0 $6K 0.01% -1K -96.9% $131.00 -0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 72.1%
Financial Services 25.1%
Utilities 2.3%
Real Estate 0.4%
Healthcare 0.1%
Technology 0.0%
Consumer Cyclical 0.0%
Basic Materials 0.0%
Industrials 0.0%