PENN DAVIS MCFARLAND INC Long-Term Concentrated

CIK: 0001108893 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $531,800 (100.0% shares, 0.0% debt)

Holdings (45)

GOOG ALPHABET INC CL C (GOOGLE C) 10.6%
Value ($000) $56,172 Shares 25,679 Est. Cost $36.96 Unrealized +217.3%
BMY BRISTOL-MYERS SQUIBB CO 5.6%
Value ($000) $29,917 Shares 388,531 Est. Cost $42.42 Unrealized +53.2%
AAPL APPLE INC. 5.6%
Value ($000) $29,617 Shares 216,623 Est. Cost $85.01 Unrealized +74.9%
SHEL SHELL PLC 5.6%
Value ($000) $29,516 Shares 564,469 Est. Cost $54.93 Unrealized
EPD ENTERPRISE PRODUCTS PRTNS 5.5%
Value ($000) $29,365 Shares 1,204,947 Est. Cost $45.52 Unrealized
QCOM QUALCOMM INC 5.4%
Value ($000) $28,680 Shares 224,519 Est. Cost $45.29 Unrealized +175.8%
UNH UNITEDHEALTH GROUP INC. 5.3%
Value ($000) $28,308 Shares 55,114 Est. Cost $233.17 Unrealized +102.0%
KMI KINDER MORGAN, INC. 5.0%
Value ($000) $26,796 Shares 1,598,801 Est. Cost $13.85 Unrealized +10.6%
ACTIVISION BLIZZARD, INC. 4.6%
Value ($000) $24,515 Shares 314,858 Est. Cost $57.24 Unrealized
GOOGL ALPHABET INC CL A (GOOGLE A) 4.5%
Value ($000) $23,780 Shares 10,912 Est. Cost $36.73 Unrealized +218.1%
BSM BLACK STONE MINERALS LP 4.0%
Value ($000) $21,370 Shares 1,561,013 Est. Cost $9.96 Unrealized
LMT LOCKHEED MARTIN CORP 3.6%
Value ($000) $18,967 Shares 44,114 Est. Cost $315.71 Unrealized +26.0%
RTX RAYTHEON TECHNOLOGIES CORP. 3.5%
Value ($000) $18,470 Shares 192,178 Est. Cost $57.33 Unrealized +54.4%
GILD GILEAD SCIENCES, INC 3.1%
Value ($000) $16,518 Shares 267,243 Est. Cost $55.99 Unrealized -3.4%
NIELSEN HOLDINGS PLC 2.9%
Value ($000) $15,646 Shares 673,817 Est. Cost $27.07 Unrealized
SPIRIT AEROSYSTEMS 2.8%
Value ($000) $15,105 Shares 515,521 Est. Cost $25.10 Unrealized
BUD ANHEUSER-BUSCH INBEV SA 2.8%
Value ($000) $15,060 Shares 279,139 Est. Cost $51.16 Unrealized
PYPL PAYPAL HOLDINGS, INC. 2.6%
Value ($000) $14,019 Shares 200,727 Est. Cost $132.78 Unrealized -34.8%
CHKP CHECK POINT SOFTWARE TECH 2.6%
Value ($000) $13,848 Shares 113,717 Est. Cost $66.97 Unrealized +91.7%
SFM SPROUTS FARMERS MARKET INC 2.3%
Value ($000) $11,967 Shares 472,615 Est. Cost $19.41 Unrealized +43.0%
LIBERTY MEDIA - SIRIUSXM CL C 2.2%
Value ($000) $11,647 Shares 323,074 Est. Cost $44.28 Unrealized
ABBNY ABB LIMITED 2.2%
Value ($000) $11,441 Shares 428,011 Est. Cost $19.34 Unrealized
LVS LAS VEGAS SANDS 2.0%
Value ($000) $10,885 Shares 324,047 Est. Cost $39.85 Unrealized -17.1%
XYL XYLEM INC. 1.7%
Value ($000) $8,849 Shares 113,189 Est. Cost $33.22 Unrealized +137.9%
ACN ACCENTURE PLC 1.5%
Value ($000) $7,882 Shares 28,389 Est. Cost $67.59 Unrealized +321.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,832 Shares 10,540 Est. Cost $56.13 Unrealized +196.3%
DESPEGAR.COM 0.3%
Value ($000) $1,470 Shares 181,500 Est. Cost $9.67 Unrealized
MTDR MATADOR RESOURCES CO. 0.3%
Value ($000) $1,398 Shares 30,000 Est. Cost $9.87 Unrealized +450.0%
EBAY EBAY INC 0.2%
Value ($000) $1,202 Shares 28,837 Est. Cost $30.72 Unrealized +47.9%
DOC HEALTHPEAK PROPERTIES, INC. 0.2%
Value ($000) $1,062 Shares 40,998 Est. Cost $19.01 Unrealized +28.8%
GLPI GAMING AND LEISURE PROPERTIES INC. 0.2%
Value ($000) $1,045 Shares 22,794 Est. Cost $28.17 Unrealized
PAYX PAYCHEX INC. 0.1%
Value ($000) $679 Shares 5,961 Est. Cost $53.26 Unrealized +111.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $642 Shares 6,040 Est. Cost $123.51 Unrealized +1.3%
V VISA, INC. 0.1%
Value ($000) $620 Shares 3,150 Est. Cost $135.21 Unrealized +48.7%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $589 Shares 24,680 Est. Cost $10.66 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $465 Shares 3,231 Est. Cost $120.78 Unrealized +13.7%
MSFT MICROSOFT CORPORATION 0.1%
Value ($000) $449 Shares 1,749 Est. Cost $169.61 Unrealized +55.3%
AMGN AMGEN INC 0.1%
Value ($000) $375 Shares 1,541 Est. Cost $129.97 Unrealized +68.2%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $345 Shares 3,066 Est. Cost $134.07 Unrealized -15.7%
PEP PEPSICO INC 0.1%
Value ($000) $325 Shares 1,949 Est. Cost $113.67 Unrealized +31.8%
NVDA NVIDIA CORP 0.1%
Value ($000) $283 Shares 1,868 Est. Cost $17.05 Unrealized +10.5%
TSLA TESLA MOTORS INC. 0.0%
Value ($000) $236 Shares 351 Est. Cost $247.72 Unrealized +10.2%
ACH OWENS & MINOR, INC. 0.0%
Value ($000) $204 Shares 6,500 Est. Cost $31.26 Unrealized +15.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $201 Shares 2,351 Est. Cost $79.58 Unrealized 0.0%
ROCKET LAB USA INC COM 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $16.10 Unrealized