Meixler Investment Management, Ltd.

Q1 2026 13F-HR Holdings

Location
Show Low, AZ
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$186,023
Net value change ($000)
+21,154 (12.8%)
New positions
7
Sold out positions
10
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MLPA 2,706 NEW
ESAB 2,378 NEW
TGS 2,162 NEW
OKE 1,700 56.6%
ET 1,645 NEW
NRP 1,549 15.7%
MDV 1,521 148.7%
DMLP 1,493 16.1%
RGLD 1,478 49.4%
EPD 1,272 27.8%
Top Reduces (Value $000, Stocks/ETFs)
PKST -2,363 -100.0%
LEGH -1,190 -45.0%
SFM -809 -100.0%
BRK-B -652 -4.5%
BRKR -540 -100.0%
AIG -364 -53.8%
GBTC -359 -100.0%
GSHD -321 -100.0%
ISSC -314 -100.0%
IBIT -311 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 219 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type