Meixler Investment Management, Ltd.
•CIK: 1911615•Filing: Q4 2025
Meixler Investment Management, Ltd. is a sophisticated manager overseeing $164M in assets, maintaining a focused portfolio of 91 distinct positions. The fund exhibits significant conviction in key assets, with its largest allocation to PHYS/U at $19.6M. Notable holdings include a substantial $14.3M position in BRK/B, alongside significant allocations to NRP ($9.9M) and DMLP ($9.3M). This concentrated approach suggests a tactical focus on value and established market leaders.
Total AUM
$163.7M
+ $23.9K in options
QoQ Performance
+4.4%
Positions
86
+ 1 option
Top 10 Concentration
50.8%
Latest Filing
Q4 2025
Top Holdings Allocation
PHYS/U
BRK/B
NRP
DMLP
PHYS/U12.0%
BRK/B8.8%
NRP6.0%
DMLP5.7%
SU4.8%
EXP2.9%
CRC2.9%
EPD2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
Financial9.8%
Industrial4.3%
Technology1.7%
Consumer1.7%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW7 new positions
↑36 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023