PENN DAVIS MCFARLAND INC Long-Term Concentrated

CIK: 0001108893 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $622,656 (100.0% shares, 0.0% debt)

Holdings (45)

GOOG ALPHABET INC CL C (GOOGLE C) 11.5%
Value ($000) $71,584 Shares 25,630 Est. Cost $36.96 Unrealized +265.1%
AAPL APPLE INC. 6.1%
Value ($000) $38,175 Shares 218,631 Est. Cost $85.01 Unrealized +93.9%
QCOM QUALCOMM INC 5.6%
Value ($000) $34,836 Shares 227,955 Est. Cost $45.29 Unrealized +239.1%
SHEL SHELL PLC 5.0%
Value ($000) $31,340 Shares 570,547 Est. Cost $54.93 Unrealized
GOOGL ALPHABET INC CL A (GOOGLE A) 5.0%
Value ($000) $31,290 Shares 11,250 Est. Cost $36.73 Unrealized +267.0%
EPD ENTERPRISE PRODUCTS PRTNS 5.0%
Value ($000) $30,880 Shares 1,196,424 Est. Cost $45.52 Unrealized
KMI KINDER MORGAN, INC. 4.9%
Value ($000) $30,268 Shares 1,600,640 Est. Cost $13.85 Unrealized +2.5%
BMY BRISTOL-MYERS SQUIBB CO 4.7%
Value ($000) $29,539 Shares 404,474 Est. Cost $42.42 Unrealized +34.0%
UNH UNITEDHEALTH GROUP INC. 4.5%
Value ($000) $28,298 Shares 55,490 Est. Cost $233.17 Unrealized +93.5%
ACTIVISION BLIZZARD, INC. 4.1%
Value ($000) $25,531 Shares 318,698 Est. Cost $57.24 Unrealized
SPIRIT AEROSYSTEMS 4.0%
Value ($000) $25,030 Shares 511,967 Est. Cost $25.10 Unrealized
PYPL PAYPAL HOLDINGS, INC. 3.7%
Value ($000) $23,282 Shares 201,315 Est. Cost $132.78 Unrealized 0.0%
BSM BLACK STONE MINERALS LP 3.4%
Value ($000) $20,935 Shares 1,555,345 Est. Cost $9.96 Unrealized
NIELSEN HOLDINGS PLC 3.2%
Value ($000) $19,944 Shares 732,160 Est. Cost $27.07 Unrealized
LMT LOCKHEED MARTIN CORP 3.1%
Value ($000) $19,543 Shares 44,274 Est. Cost $315.71 Unrealized +15.6%
RTX RAYTHEON TECHNOLOGIES CORP. 3.1%
Value ($000) $19,145 Shares 193,249 Est. Cost $57.33 Unrealized +51.3%
GILD GILEAD SCIENCES, INC 2.8%
Value ($000) $17,421 Shares 293,030 Est. Cost $55.99 Unrealized -1.5%
BUD ANHEUSER-BUSCH INBEV SA 2.7%
Value ($000) $16,947 Shares 282,161 Est. Cost $51.16 Unrealized
CHKP CHECK POINT SOFTWARE TECH 2.5%
Value ($000) $15,663 Shares 113,290 Est. Cost $66.97 Unrealized +95.0%
SFM SPROUTS FARMERS MARKET INC 2.5%
Value ($000) $15,581 Shares 487,217 Est. Cost $19.41 Unrealized +54.1%
LIBERTY MEDIA - SIRIUSXM CL C 2.4%
Value ($000) $14,787 Shares 323,345 Est. Cost $44.28 Unrealized
ABBNY ABB LIMITED 2.2%
Value ($000) $13,907 Shares 430,012 Est. Cost $19.34 Unrealized
LVS LAS VEGAS SANDS 2.0%
Value ($000) $12,518 Shares 322,043 Est. Cost $39.85 Unrealized -0.6%
XYL XYLEM INC. 1.6%
Value ($000) $9,710 Shares 113,889 Est. Cost $33.22 Unrealized +175.1%
ACN ACCENTURE PLC 1.5%
Value ($000) $9,574 Shares 28,389 Est. Cost $67.59 Unrealized +371.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,051 Shares 10,540 Est. Cost $56.13 Unrealized +203.5%
DESPEGAR.COM 0.3%
Value ($000) $2,050 Shares 168,000 Est. Cost $9.79 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $1,668 Shares 29,135 Est. Cost $30.72 Unrealized +75.9%
MTDR MATADOR RESOURCES CO. 0.3%
Value ($000) $1,589 Shares 30,000 Est. Cost $9.87 Unrealized +378.8%
DOC HEALTHPEAK PROPERTIES, INC. 0.2%
Value ($000) $1,407 Shares 40,998 Est. Cost $19.01 Unrealized +41.9%
GLPI GAMING AND LEISURE PROPERTIES INC. 0.2%
Value ($000) $1,070 Shares 22,794 Est. Cost $28.17 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,011 Shares 310 Est. Cost $93.50 Unrealized +65.3%
PAYX PAYCHEX INC. 0.1%
Value ($000) $803 Shares 5,881 Est. Cost $52.45 Unrealized +109.2%
MSFT MICROSOFT CORPORATION 0.1%
Value ($000) $700 Shares 2,269 Est. Cost $169.61 Unrealized +71.8%
V VISA, INC. 0.1%
Value ($000) $695 Shares 3,133 Est. Cost $135.21 Unrealized +55.4%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $640 Shares 24,680 Est. Cost $10.66 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $561 Shares 3,673 Est. Cost $120.78 Unrealized +17.7%
NVDA NVIDIA CORP 0.1%
Value ($000) $539 Shares 1,976 Est. Cost $17.05 Unrealized +46.9%
TSLA TESLA MOTORS INC. 0.1%
Value ($000) $455 Shares 422 Est. Cost $247.72 Unrealized +25.7%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $413 Shares 3,026 Est. Cost $134.35 Unrealized -0.5%
AMGN AMGEN INC 0.1%
Value ($000) $371 Shares 1,534 Est. Cost $129.97 Unrealized +56.4%
PEP PEPSICO INC 0.1%
Value ($000) $318 Shares 1,902 Est. Cost $112.78 Unrealized +31.6%
ACH OWENS & MINOR, INC. 0.0%
Value ($000) $286 Shares 6,500 Est. Cost $31.26 Unrealized +37.4%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $220 Shares 2,036 Est. Cost $108.06 Unrealized
ROCKET LAB USA INC COM 0.0%
Value ($000) $81 Shares 10,000 Est. Cost $16.10 Unrealized