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San Juan Basin Royalty Trust (SJT) institutional ownership

Market cap$237M SectorEnergy
Funds holding · Q1 2026
57
reported SJT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
36 buyers · 21 sellers

San Juan Basin Royalty Trust (SJT) price and institutional activity

Dates

Q1 2026

$0 bought by 36 investors
Horizon Kinetics Asset Management LLCMorgan Stanley +34 more
$0 sold by 21 investors
Mountaineer Partners Management, LLCCitadel Advisors LLC +19 more
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Bought Sold Totals per quarter; hover a bar for the names.

San Juan Basin Royalty Trust (SJT) institutional activity · 57

Investor Type Est. change Change Δ Own Date
Horizon Kinetics Asset Management LLC · Added
Change +748K Date Q1 2026
Horizon Kinetics Asset Management LLC Added· Q1 2026 +748K Q1 2026
Mountaineer Partners Management, LLC · Exited
Change −732K Δ Own −100.0% Date Q1 2026
Mountaineer Partners Management, LLC Exited· Q1 2026 −732K −100.0% Q1 2026
Morgan Stanley · Added
Change +461K Date Q1 2026
Morgan Stanley Added· Q1 2026 +461K Q1 2026
Marshall Wace, LLP · New
Change +394K Date Q1 2026
Marshall Wace, LLP New· Q1 2026 +394K Q1 2026
Punch & Associates Investment Management, Inc. · Added
Change +239K Date Q1 2026
Punch & Associates Investment Management, Inc. Added· Q1 2026 +239K Q1 2026
McDaniel Terry & Co · Added
Change +148K Date Q1 2026
McDaniel Terry & Co Added· Q1 2026 +148K Q1 2026
Moors & Cabot, Inc. · Added
Change +116K Date Q1 2026
Moors & Cabot, Inc. Added· Q1 2026 +116K Q1 2026
Beacon Pointe Advisors, LLC · Added
Change +101K Date Q1 2026
Beacon Pointe Advisors, LLC Added· Q1 2026 +101K Q1 2026
Ashton Thomas Private Wealth, LLC · Added
Change +97K Date Q1 2026
Ashton Thomas Private Wealth, LLC Added· Q1 2026 +97K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −88K −36.2% Q1 2026
Cannell Capital LLC · Added
Change +74K Date Q1 2026
Cannell Capital LLC Added· Q1 2026 +74K Q1 2026
Osaic Holdings, Inc. · Added
Change +63K Date Q1 2026
Osaic Holdings, Inc. Added· Q1 2026 +63K Q1 2026
Raymond James Financial Inc · Reduced
Change −53K Date Q1 2026
Raymond James Financial Inc Reduced· Q1 2026 −53K Q1 2026
Financial Sense Advisors, Inc. · Exited
Change −40K Δ Own −100.0% Date Q1 2026
Financial Sense Advisors, Inc. Exited· Q1 2026 −40K −100.0% Q1 2026
Boothbay Fund Management, LLC · Exited
Change −33K Δ Own −100.0% Date Q1 2026
Boothbay Fund Management, LLC Exited· Q1 2026 −33K −100.0% Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 57

Famous investor activity in San Juan Basin Royalty Trust (SJT)

San Juan Basin Royalty Trust (SJT) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Horizon Kinetics Asset Management LLC 7.0M
% of shares outstanding 15.0% Filing date Apr 29, 2026
Horizon Kinetics Asset Management LLC 7.0M 15.0% Apr 29, 2026
K2 Principal Fund, L.P. 2.2M
% of shares outstanding 4.8% Filing date Feb 12, 2024
K2 Principal Fund, L.P. 2.2M 4.8% Feb 12, 2024
First Eagle Investment Management, LLC
% of shares outstanding 0.0% Filing date Feb 10, 2022
First Eagle Investment Management, LLC 0.0% Feb 10, 2022
3 of 3

San Juan Basin Royalty Trust (SJT) ownership FAQ

Who owns SJT?

57 reporting institutions disclosed SJT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.