SANTA MONICA PARTNERS LP Long-Term Concentrated

Location: Palm Beach Gardens, FL

CIK: 0000904793 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $179M

Holdings (13)

— Texas Pacific Land Corp. - Common Stock 42.9%

Value $76.87M Shares 161,973 Est. Cost $371.95 Unrealized —

MA Mastercard Incorporated - Common Stock 28.5%

Value $51.05M Shares 102,170 Est. Cost $142.19 Unrealized +279.1%

BELFB Bel Fuse Inc. - Class B Common Stock 7.5%

Value $13.39M Shares 67,634 Est. Cost $25.83 Unrealized +714.2%

GRMN Garmin Ltd. - Common Stock 5.3%

Value $9.456M Shares 40,755 Est. Cost $55.41 Unrealized +287.2%

BCPC Balchem Corp. - Common Stock 4.8%

Value $8.66M Shares 51,100 Est. Cost $79.37 Unrealized +113.1%

BR Broadridge Financial Solutions, Inc. - Common Stock 3.7%

Value $6.628M Shares 40,793 Est. Cost $76.08 Unrealized +159.9%

BELFA Bel Fuse Inc. - Class A Common Stock 2.4%

Value $4.223M Shares 23,434 Est. Cost $23.04 Unrealized +732.1%

— Grayscale Bitcoin Trust ETF 1.9%

Value $3.426M Shares 64,932 Est. Cost $74.02 Unrealized —

BRK/A Berkshire Hathaway Inc. Common Stock 1.6%

Value $2.873M Shares 4 Est. Cost $284799.47 Unrealized +160.0%

LB Landbridge Company - Common Stock 0.7%

Value $1.243M Shares 18,000 Est. Cost $62.95 Unrealized -8.0%

MCB Metropolitan Bank Holding Corp. - Common Stock 0.4%

Value $651K Shares 7,811 Est. Cost $43.58 Unrealized +103.4%

— Grayscale Bitcoin Minitrust ETF 0.2%

Value $389K Shares 12,986 Est. Cost $41.89 Unrealized —

BNT Brookfield Wealth Solutions - Class A stock 0.2%

Value $287K Shares 6,904 Est. Cost $36.07 Unrealized +29.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Texas Pacific Land Corp. - Common Stock	161,973	$76.87M	42.9%	$371.95	—	—	882610108
MA	Mastercard Incorporated - Common Stock	102,170	$51.05M	28.5%	$142.19	+279.1%	—	57636Q104
BELFB	Bel Fuse Inc. - Class B Common Stock	67,634	$13.39M	7.5%	$25.83	+714.2%	—	077347300
GRMN	Garmin Ltd. - Common Stock	40,755	$9.456M	5.3%	$55.41	+287.2%	—	H2906T109
BCPC	Balchem Corp. - Common Stock	51,100	$8.66M	4.8%	$79.37	+113.1%	—	057665200
BR	Broadridge Financial Solutions, Inc. - Common Stock	40,793	$6.628M	3.7%	$76.08	+159.9%	—	11133T103
BELFA	Bel Fuse Inc. - Class A Common Stock	23,434	$4.223M	2.4%	$23.04	+732.1%	—	077347201
—	Grayscale Bitcoin Trust ETF	64,932	$3.426M	1.9%	$74.02	—	—	389930109
BRK/A	Berkshire Hathaway Inc. Common Stock	4	$2.873M	1.6%	$284799.47	+160.0%	—	084670108
LB	Landbridge Company - Common Stock	18,000	$1.243M	0.7%	$62.95	-8.0%	—	514952100
MCB	Metropolitan Bank Holding Corp. - Common Stock	7,811	$651K	0.4%	$43.58	+103.4%	—	591774104
—	Grayscale Bitcoin Minitrust ETF	12,986	$389K	0.2%	$41.89	—	—	389930108
BNT	Brookfield Wealth Solutions - Class A stock	6,904	$287K	0.2%	$36.07	+29.9%	—	G17434104