PENN DAVIS MCFARLAND INC Long-Term Concentrated

CIK: 0001108893 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 21, 2022

Total Value ($000): $498,645 (100.0% shares, 0.0% debt)

Holdings (43)

GOOG ALPHABET INC CL C (GOOGLE C) 10.0%
Value ($000) $49,649 Shares 516,370 Est. Cost $107.16 Unrealized +3.4%
AAPL APPLE INC. 6.1%
Value ($000) $30,199 Shares 218,516 Est. Cost $85.01 Unrealized +81.5%
EPD ENTERPRISE PRODUCTS PRTNS 5.8%
Value ($000) $28,866 Shares 1,213,877 Est. Cost $45.52 Unrealized
SHEL SHELL PLC 5.7%
Value ($000) $28,394 Shares 570,619 Est. Cost $54.87 Unrealized
UNH UNITEDHEALTH GROUP INC. 5.6%
Value ($000) $27,823 Shares 55,090 Est. Cost $233.17 Unrealized +112.3%
BMY BRISTOL-MYERS SQUIBB CO 5.5%
Value ($000) $27,606 Shares 388,327 Est. Cost $42.42 Unrealized +46.9%
KMI KINDER MORGAN, INC. 5.4%
Value ($000) $26,846 Shares 1,613,351 Est. Cost $13.85 Unrealized +6.7%
QCOM QUALCOMM INC 5.1%
Value ($000) $25,554 Shares 226,183 Est. Cost $45.29 Unrealized +180.5%
BSM BLACK STONE MINERALS LP 4.9%
Value ($000) $24,653 Shares 1,575,272 Est. Cost $9.96 Unrealized
ACTIVISION BLIZZARD, INC. 4.7%
Value ($000) $23,611 Shares 317,607 Est. Cost $57.24 Unrealized
GOOGL ALPHABET INC CL A (GOOGLE A) 4.2%
Value ($000) $20,875 Shares 218,240 Est. Cost $106.39 Unrealized +3.4%
NIELSEN HOLDINGS PLC 3.6%
Value ($000) $18,012 Shares 649,775 Est. Cost $27.07 Unrealized
PYPL PAYPAL HOLDINGS, INC. 3.5%
Value ($000) $17,413 Shares 202,314 Est. Cost $132.78 Unrealized -33.4%
LMT LOCKHEED MARTIN CORP 3.4%
Value ($000) $17,203 Shares 44,533 Est. Cost $315.71 Unrealized +20.6%
RTX RAYTHEON TECHNOLOGIES CORP. 3.3%
Value ($000) $16,298 Shares 199,091 Est. Cost $58.25 Unrealized +43.9%
SFM SPROUTS FARMERS MARKET INC 2.6%
Value ($000) $13,108 Shares 472,364 Est. Cost $19.41 Unrealized +46.3%
CHKP CHECK POINT SOFTWARE TECH 2.6%
Value ($000) $13,071 Shares 116,688 Est. Cost $68.34 Unrealized +77.0%
BUD ANHEUSER-BUSCH INBEV SA 2.6%
Value ($000) $12,851 Shares 284,571 Est. Cost $51.05 Unrealized
LIBERTY MEDIA - SIRIUSXM CL C 2.5%
Value ($000) $12,464 Shares 330,529 Est. Cost $44.13 Unrealized
LVS LAS VEGAS SANDS 2.5%
Value ($000) $12,355 Shares 329,288 Est. Cost $39.79 Unrealized -10.6%
SPIRIT AEROSYSTEMS 2.3%
Value ($000) $11,651 Shares 531,529 Est. Cost $25.00 Unrealized
ABBNY ABB LIMITED 2.2%
Value ($000) $10,983 Shares 428,011 Est. Cost $19.34 Unrealized
XYL XYLEM INC. 2.0%
Value ($000) $9,888 Shares 113,189 Est. Cost $33.22 Unrealized +162.7%
ACN ACCENTURE PLC 1.4%
Value ($000) $7,070 Shares 27,478 Est. Cost $67.59 Unrealized +306.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,750 Shares 10,480 Est. Cost $56.13 Unrealized +188.9%
MTDR MATADOR RESOURCES CO. 0.3%
Value ($000) $1,468 Shares 30,000 Est. Cost $9.87 Unrealized +446.7%
EBAY EBAY INC 0.2%
Value ($000) $1,061 Shares 28,837 Est. Cost $30.72 Unrealized +35.8%
DESPEGAR.COM 0.2%
Value ($000) $1,041 Shares 182,700 Est. Cost $9.67 Unrealized
GLPI GAMING AND LEISURE PROPERTIES INC. 0.2%
Value ($000) $1,008 Shares 22,794 Est. Cost $28.17 Unrealized
DOC HEALTHPEAK PROPERTIES, INC. 0.2%
Value ($000) $940 Shares 40,998 Est. Cost $19.01 Unrealized +13.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $683 Shares 6,040 Est. Cost $123.51 Unrealized +2.3%
PAYX PAYCHEX INC. 0.1%
Value ($000) $669 Shares 5,961 Est. Cost $53.26 Unrealized +110.5%
V VISA, INC. 0.1%
Value ($000) $560 Shares 3,150 Est. Cost $135.21 Unrealized +46.7%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $477 Shares 19,080 Est. Cost $10.66 Unrealized
MSFT MICROSOFT CORPORATION 0.1%
Value ($000) $407 Shares 1,749 Est. Cost $169.61 Unrealized +51.5%
PG PROCTER & GAMBLE 0.1%
Value ($000) $400 Shares 3,171 Est. Cost $120.78 Unrealized +8.1%
AMGN AMGEN INC 0.1%
Value ($000) $346 Shares 1,534 Est. Cost $129.97 Unrealized +67.6%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $320 Shares 3,066 Est. Cost $134.07 Unrealized -21.2%
PEP PEPSICO INC 0.1%
Value ($000) $318 Shares 1,949 Est. Cost $113.67 Unrealized +35.8%
TSLA TESLA MOTORS INC. 0.1%
Value ($000) $281 Shares 1,059 Est. Cost $268.81 Unrealized +3.9%
NVDA NVIDIA CORP 0.0%
Value ($000) $227 Shares 1,868 Est. Cost $17.05 Unrealized -7.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $205 Shares 2,351 Est. Cost $79.58 Unrealized +2.2%
ROCKET LAB USA INC COM 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $16.10 Unrealized