SANTA MONICA PARTNERS LP Long-Term Concentrated

Location: Palm Beach Gardens, FL

CIK: 0000904793 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $185M

Holdings (13)

Unchanged Positions (13)

BELFB Bel Fuse Inc. - Class B Common Stock 12.1%

Value $22.52M Shares 67,634 Est. Cost — Unrealized —

— Texas Pacific Land Corp. - Common Stock 38.2%

Value $70.89M Shares 161,973 Est. Cost — Unrealized —

BELFA Bel Fuse Inc. - Class A Common Stock 3.7%

Value $6.825M Shares 23,434 Est. Cost — Unrealized —

MA Mastercard Incorporated - Common Stock 28.3%

Value $52.48M Shares 102,170 Est. Cost — Unrealized —

BR Broadridge Financial Solutions, Inc. - Common Stock 3.0%

Value $5.587M Shares 40,793 Est. Cost — Unrealized —

— Grayscale Bitcoin Trust ETF 1.6%

Value $2.956M Shares 64,932 Est. Cost — Unrealized —

GRMN Garmin Ltd. - Common Stock 5.2%

Value $9.681M Shares 40,755 Est. Cost — Unrealized —

LB Landbridge Company - Common Stock 0.8%

Value $1.426M Shares 18,000 Est. Cost — Unrealized —

BRK/A Berkshire Hathaway Inc. Common Stock 1.6%

Value $2.995M Shares 4 Est. Cost — Unrealized —

MCB Metropolitan Bank Holding Corp. - Common Stock 0.4%

Value $771K Shares 7,811 Est. Cost — Unrealized —

— Grayscale Bitcoin Minitrust ETF 0.2%

Value $337K Shares 12,986 Est. Cost — Unrealized —

BCPC Balchem Corp. - Common Stock 4.7%

Value $8.633M Shares 51,100 Est. Cost — Unrealized —

BNT Brookfield Wealth Solutions - Class A stock 0.2%

Value $294K Shares 6,904 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BELFB	Bel Fuse Inc. - Class B Common Stock	67,634	$22.52M	12.1%	—	—	—	077347300
—	Texas Pacific Land Corp. - Common Stock	161,973	$70.89M	38.2%	—	—	—	882610108
BELFA	Bel Fuse Inc. - Class A Common Stock	23,434	$6.825M	3.7%	—	—	—	077347201
MA	Mastercard Incorporated - Common Stock	102,170	$52.48M	28.3%	—	—	—	57636Q104
BR	Broadridge Financial Solutions, Inc. - Common Stock	40,793	$5.587M	3.0%	—	—	—	11133T103
—	Grayscale Bitcoin Trust ETF	64,932	$2.956M	1.6%	—	—	—	389930109
GRMN	Garmin Ltd. - Common Stock	40,755	$9.681M	5.2%	—	—	—	H2906T109
LB	Landbridge Company - Common Stock	18,000	$1.426M	0.8%	—	—	—	514952100
BRK/A	Berkshire Hathaway Inc. Common Stock	4	$2.995M	1.6%	—	—	—	084670108
MCB	Metropolitan Bank Holding Corp. - Common Stock	7,811	$771K	0.4%	—	—	—	591774104
—	Grayscale Bitcoin Minitrust ETF	12,986	$337K	0.2%	—	—	—	389930108
BCPC	Balchem Corp. - Common Stock	51,100	$8.633M	4.7%	—	—	—	057665200
BNT	Brookfield Wealth Solutions - Class A stock	6,904	$294K	0.2%	—	—	—	G17434104