PENN DAVIS MCFARLAND INC Long-Term Concentrated

CIK: 0001108893 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 19, 2021

Total Value ($000): $571,654 (100.0% shares, 0.0% debt)

Holdings (48)

GOOG ALPHABET INC CL C (GOOGLE C) 11.2%
Value ($000) $63,751 Shares 25,436 Est. Cost $35.61 Unrealized +232.2%
QCOM QUALCOMM INC 6.4%
Value ($000) $36,575 Shares 255,892 Est. Cost $45.29 Unrealized +169.7%
GOOGL ALPHABET INC CL A (GOOGLE A) 5.8%
Value ($000) $33,030 Shares 13,527 Est. Cost $36.73 Unrealized +215.6%
AAPL APPLE INC. 5.7%
Value ($000) $32,532 Shares 237,527 Est. Cost $85.01 Unrealized +48.7%
EPD ENTERPRISE PRODUCTS PRTNS 5.0%
Value ($000) $28,430 Shares 1,178,203 Est. Cost $45.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 4.9%
Value ($000) $27,831 Shares 416,509 Est. Cost $42.42 Unrealized +27.0%
KMI KINDER MORGAN, INC. 4.4%
Value ($000) $25,271 Shares 1,386,215 Est. Cost $13.95 Unrealized -1.7%
SPIRIT AEROSYSTEMS 4.2%
Value ($000) $23,885 Shares 506,142 Est. Cost $24.55 Unrealized
UNH UNITEDHEALTH GROUP INC. 4.0%
Value ($000) $23,002 Shares 57,442 Est. Cost $233.17 Unrealized +58.3%
ROYAL DUTCH SHELL PLC ADR CL B 3.9%
Value ($000) $22,082 Shares 568,692 Est. Cost $32.01 Unrealized
ACTIVISION BLIZZARD, INC. 3.7%
Value ($000) $20,974 Shares 219,763 Est. Cost $52.48 Unrealized
BUD ANHEUSER-BUSCH INBEV SA 3.4%
Value ($000) $19,694 Shares 273,496 Est. Cost $50.83 Unrealized
GILD GILEAD SCIENCES, INC 3.3%
Value ($000) $19,112 Shares 277,549 Est. Cost $55.84 Unrealized +0.0%
NIELSEN HOLDINGS PLC 3.3%
Value ($000) $18,712 Shares 758,476 Est. Cost $27.07 Unrealized
ABBNY ABB LIMITED 3.0%
Value ($000) $17,262 Shares 507,861 Est. Cost $19.34 Unrealized
XYL XYLEM INC. 3.0%
Value ($000) $17,021 Shares 141,893 Est. Cost $33.22 Unrealized +225.6%
EBAY EBAY INC 2.9%
Value ($000) $16,861 Shares 240,144 Est. Cost $30.72 Unrealized +87.9%
RTX RAYTHEON TECHNOLOGIES CORP. 2.9%
Value ($000) $16,667 Shares 195,364 Est. Cost $57.33 Unrealized +32.1%
SFM SPROUTS FARMERS MARKET INC 2.8%
Value ($000) $15,796 Shares 635,664 Est. Cost $19.41 Unrealized +37.4%
INOVALON HOLDINGS INC. (Class A) 2.7%
Value ($000) $15,319 Shares 449,489 Est. Cost $14.64 Unrealized
LIBERTY MEDIA - SIRIUSXM CL C 2.6%
Value ($000) $14,899 Shares 321,177 Est. Cost $44.08 Unrealized
BSM BLACK STONE MINERALS LP 2.2%
Value ($000) $12,806 Shares 1,191,258 Est. Cost $8.91 Unrealized
ACN ACCENTURE PLC 2.1%
Value ($000) $11,849 Shares 40,195 Est. Cost $67.59 Unrealized +296.7%
LVS LAS VEGAS SANDS 2.0%
Value ($000) $11,671 Shares 221,507 Est. Cost $41.55 Unrealized +32.7%
CHKP CHECK POINT SOFTWARE TECH 1.8%
Value ($000) $10,370 Shares 89,298 Est. Cost $49.88 Unrealized +136.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $2,487 Shares 11,340 Est. Cost $56.13 Unrealized +242.4%
NXPI NXP SEMICONDUCT 0.4%
Value ($000) $2,139 Shares 10,400 Est. Cost $97.96 Unrealized +88.1%
DOC HEALTHPEAK PROPERTIES, INC. 0.3%
Value ($000) $1,798 Shares 53,998 Est. Cost $19.01 Unrealized +37.8%
MTDR MATADOR RESOURCES CO. 0.3%
Value ($000) $1,620 Shares 45,000 Est. Cost $9.87 Unrealized +195.2%
GLPI GAMING AND LEISURE PROPERTIES INC. 0.2%
Value ($000) $1,056 Shares 22,794 Est. Cost $28.17 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,011 Shares 294 Est. Cost $88.40 Unrealized +88.0%
V VISA, INC. 0.1%
Value ($000) $812 Shares 3,474 Est. Cost $135.21 Unrealized +63.4%
PAYX PAYCHEX INC. 0.1%
Value ($000) $631 Shares 5,881 Est. Cost $52.45 Unrealized +68.3%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $571 Shares 33,880 Est. Cost $10.66 Unrealized
MSFT MICROSOFT CORPORATION 0.1%
Value ($000) $523 Shares 1,932 Est. Cost $147.93 Unrealized +65.4%
PG PROCTER & GAMBLE 0.1%
Value ($000) $491 Shares 3,639 Est. Cost $120.71 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $374 Shares 467 Est. Cost $5.18 Unrealized +208.9%
AMGN AMGEN INC 0.1%
Value ($000) $374 Shares 1,534 Est. Cost $129.97 Unrealized +63.5%
REATA PHARMACEUTICALS INC. 0.1%
Value ($000) $363 Shares 2,565 Est. Cost $204.44 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $288 Shares 1,944 Est. Cost $112.78 Unrealized +11.9%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $282 Shares 2,900 Est. Cost $58.60 Unrealized +30.1%
ACH OWENS & MINOR, INC. 0.0%
Value ($000) $275 Shares 6,500 Est. Cost $31.26 Unrealized +24.4%
JPM JP MORGAN CHASE & CO 0.0%
Value ($000) $235 Shares 1,509 Est. Cost $127.25 Unrealized +9.8%
TSLA TESLA MOTORS INC. 0.0%
Value ($000) $231 Shares 340 Est. Cost $251.06 Unrealized -13.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $222 Shares 2,400 Est. Cost $92.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO ADR 0.0%
Value ($000) $216 Shares 1,800 Est. Cost $120.00 Unrealized
INDEPENDENT BANK GROUP, INC 0.0%
Value ($000) $207 Shares 2,800 Est. Cost $72.14 Unrealized
BARCLAYS BK PLC CONV ZERO CPN 0.0%
Value ($000) $46 Shares 46,000 Est. Cost $1.07 Unrealized