SANTA MONICA PARTNERS LP

PALM BEACH GARDENS, FL · CIK 904793 · 13F filing filed 2025-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$171.5m reported value -6.0% vs Q1 2025

12positions

99.5%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	MASTERCARD INCORPORATED CL A MA	MA	102,170	$57.4m33.48%	33.48%	Unchanged
2	TEXAS PAC LD TR SUB CTF PROP I T TPL	TPL	53,991	$57.0m33.26%	33.26%	Unchanged
3	BALCHEM CORP COM BCPC	BCPC	120,014	$19.1m11.14%	11.14%	Unchanged
4	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	40,793	$9.9m5.78%	5.78%	Unchanged
5	GARMIN LTD SHS GRMN	GRMN	40,755	$8.5m4.96%	4.96%	Unchanged
6	BEL FUSE INC CL B BELFB	BELFB	67,634	$6.6m3.85%	3.85%	Unchanged
7	GRAYSCALE BITCOIN MINI TR BT SHS BTC	BTC	77,918	$6.1m3.57%	3.57%	Unchanged
8	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$2.9m1.70%	1.70%	Unchanged
9	BEL FUSE INC CL A BELFA	BELFA	23,434	$2.1m1.23%	1.23%	Unchanged
10	LANDBRIDGE COMPANY LLC CL A LB	LB	14,000	$946.0k0.55%	0.55%	Unchanged
11	METROPOLITAN BK HLDG CORP COM MCB	MCB	7,811	$547.0k0.32%	0.32%	Unchanged
12	BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB BNT	BNT	4,603	$285.0k0.17%	0.17%	Unchanged