SANTA MONICA PARTNERS LP

PALM BEACH GARDENS, FL · CIK 904793 · 13F filing filed 2026-08-13

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.

$185.4m reported value +3.5% vs Q1 2026

12positions

99.4%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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	TEXAS PAC LD TR SUB CTF PROP I T TPL	TPL	161,973	$70.9m38.24%	38.24%	Unchanged
2	MASTERCARD INCORPORATED CL A MA	MA	102,170	$52.5m28.31%	28.31%	Unchanged
3	BEL FUSE INC CL B BELFB	BELFB	67,634	$22.5m12.15%	12.15%	Unchanged
4	GARMIN LTD SHS GRMN	GRMN	40,755	$9.7m5.22%	5.22%	Unchanged
5	BALCHEM CORP COM BCPC	BCPC	51,100	$8.6m4.66%	4.66%	Unchanged
6	BEL FUSE INC CL A BELFA	BELFA	23,434	$6.8m3.68%	3.68%	Unchanged
7	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	40,793	$5.6m3.01%	3.01%	Unchanged
8	GRAYSCALE BITCOIN MINI TR BT SHS BTC	BTC	77,918	$3.3m1.78%	1.78%	Unchanged
9	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m1.62%	1.62%	Unchanged
10	LANDBRIDGE COMPANY LLC CL A LB	LB	18,000	$1.4m0.77%	0.77%	Unchanged
11	METROPOLITAN BK HLDG CORP COM MCB	MCB	7,811	$771.0k0.42%	0.42%	Unchanged
12	BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB BNT	BNT	6,904	$294.0k0.16%	0.16%	Unchanged