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Horizon Kinetics Asset Management LLC activity

Every position Murray Stahl opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 11 Aug. Sitewide activity

New 19
Add 66
Reduce 164
Exit 21

270 shown

Ticker Action Δ weight Detail Period
WHK New 0% to 0.49% $43M Q1→Q2
EROK New 0% to 0.41% $36M Q1→Q2
CCL New 0% to 0.14% $12M Q1→Q2
CTRI New 0% to 0.03% $2.9M Q1→Q2
AMRZ New 0% to 0.02% $1.8M Q1→Q2
HON New 0% to 0.01% $726K Q1→Q2
HON New 0% to 0.01% $736K Q1→Q2
KMB New 0% to 0.01% $838K Q1→Q2
Redwire New 0% to 0.01% $1M Q1→Q2
UPS New 0% to 0.01% $479K Q1→Q2
Alps ETF Trust New 0% to <0.01% $18K Q1→Q2
DORM New 0% to <0.01% $246K Q1→Q2
ENB New 0% to <0.01% $259K Q1→Q2
IVZ New 0% to <0.01% $5K Q1→Q2
MUB New 0% to <0.01% $5K Q1→Q2
KEEL New 0% to <0.01% $105K Q1→Q2
Aberdeen Mun Income F… New 0% to <0.01% $98K Q1→Q2
Select Water Solutions New 0% to <0.01% $200K Q1→Q2
Vanguard Scottsdale F… New 0% to <0.01% $5K Q1→Q2
CCL Exit 0.27% to 0% $25M Q1→Q2
BOXX Exit 0.06% to 0% $5.5M Q1→Q2
CMSG Exit 0.05% to 0% $4.3M Q1→Q2
TCOM Exit 0.04% to 0% $4M Q1→Q2
PTEN Exit 0.03% to 0% $2.8M Q1→Q2
HON Exit 0.02% to 0% $1.5M Q1→Q2
SEE Exit 0.02% to 0% $1.4M Q1→Q2
TQQQ Exit 0.01% to 0% $502K Q1→Q2
SQQQ Exit 0.01% to 0% $497K Q1→Q2
T Exit <0.01% to 0% $264K Q1→Q2
AWR Exit <0.01% to 0% $331K Q1→Q2
AWK Exit <0.01% to 0% $227K Q1→Q2
BITF Exit <0.01% to 0% $36K Q1→Q2
COST Exit <0.01% to 0% $207K Q1→Q2
DOW Exit <0.01% to 0% $228K Q1→Q2
GEHC Exit <0.01% to 0% $207K Q1→Q2
LBRDA Exit <0.01% to 0% $46K Q1→Q2
LBRDA Exit <0.01% to 0% $204K Q1→Q2
XCXEX Exit <0.01% to 0% $80K Q1→Q2
NFLX Exit <0.01% to 0% $232K Q1→Q2
NOC Exit <0.01% to 0% $246K Q1→Q2
MIAX Add 1.5% to 3.3% +127.2% sh Q1→Q2
LB Add 4.2% to 5.2% +2.9% sh Q1→Q2
WBI Add 2.1% to 3.0% +4.2% sh Q1→Q2
BTC Add 0.98% to 1.8% +102.0% sh Q1→Q2
PBT Add 1.5% to 1.9% +5.5% sh Q1→Q2
FNV Add 2.0% to 1.8% +2.1% sh Q1→Q2
CME Add 0.86% to 0.71% +5.0% sh Q1→Q2
MSB Add 1.1% to 0.92% +2.5% sh Q1→Q2
CBOE Add 1.3% to 1.1% +1.1% sh Q1→Q2
TW Add 0.01% to 0.11% +1750.1% sh Q1→Q2
RBA Add 0.19% to 0.28% +13.2% sh Q1→Q2
SJT Add 0.36% to 0.27% +7.4% sh Q1→Q2
BN Add 0.69% to 0.77% +1.0% sh Q1→Q2
BND Add 0.18% to 0.26% +36.0% sh Q1→Q2
FRMI Add 0.03% to 0.09% +54.8% sh Q1→Q2
ICE Add 1.4% to 1.4% +17.4% sh Q1→Q2
JOE Add 0.37% to 0.42% +9.2% sh Q1→Q2
CCJ Add 0.77% to 0.81% +7.0% sh Q1→Q2
HE Add 3.5% to 3.4% +3.5% sh Q1→Q2
OR Add 0.72% to 0.69% +9.2% sh Q1→Q2
TRC Add 0.39% to 0.43% +5.7% sh Q1→Q2
RPRX Add 0.18% to 0.22% +1.2% sh Q1→Q2
KLAC Add 0.03% to 0.07% +820.1% sh Q1→Q2
AMLP Add 0.06% to 0.08% +21.0% sh Q1→Q2
GBTC Add 0.05% to 0.03% +31.1% sh Q1→Q2
SII Add 0.32% to 0.30% +12.2% sh Q1→Q2
TFPM Add 0.16% to 0.17% +22.6% sh Q1→Q2
AB Add 0.09% to 0.10% +14.3% sh Q1→Q2
GBTC Add 0.33% to 0.32% +5.5% sh Q1→Q2
BCDF Add 0.06% to 0.06% +8.4% sh Q1→Q2
JAPN Add 0.06% to 0.06% +7.6% sh Q1→Q2
NRP Add 0.08% to 0.07% +5.3% sh Q1→Q2
RMT Add 0.02% to 0.02% +1.5% sh Q1→Q2
SAIC Add 0.05% to 0.06% +0.8% sh Q1→Q2
WST Add 0.08% to 0.09% +1.5% sh Q1→Q2
Costamare Add 0.04% to 0.04% +0.2% sh Q1→Q2
ABT Add 0.01% to 0.01% +1.6% sh Q1→Q2
ARLP Add 0.03% to 0.03% +15.0% sh Q1→Q2
B Add <0.01% to <0.01% +0.2% sh Q1→Q2
BAH Add 0.01% to 0.01% +0.5% sh Q1→Q2
CRCL Add 0.01% to 0.01% +10.2% sh Q1→Q2
ET Add 0.08% to 0.09% +1.4% sh Q1→Q2
META Add <0.01% to 0.01% +69.7% sh Q1→Q2
FIS Add <0.01% to <0.01% +120.5% sh Q1→Q2
FNF Add 0.02% to 0.02% +1.8% sh Q1→Q2
LTCN Add 0.03% to 0.03% +42.4% sh Q1→Q2
ZCSH Add <0.01% to 0.01% +17.9% sh Q1→Q2
RSP Add 0.01% to 0.01% +0.4% sh Q1→Q2
LVS Add 0.02% to 0.02% +0.2% sh Q1→Q2
LEN Add <0.01% to 0.01% +7.5% sh Q1→Q2
TEXX Add <0.01% to 0.01% +8.7% sh Q1→Q2
MKTX Add <0.01% to <0.01% +7.2% sh Q1→Q2
NDAQ Add 0.07% to 0.06% +0.3% sh Q1→Q2
NSC Add 0.01% to 0.01% +1.6% sh Q1→Q2
NMZ Add <0.01% to <0.01% +7.3% sh Q1→Q2
PFE Add 0.02% to 0.02% +1.0% sh Q1→Q2
PAA Add 0.02% to 0.03% +16.8% sh Q1→Q2
PSIX Add <0.01% to <0.01% +66.0% sh Q1→Q2
RCG Add 0.03% to 0.03% +1.9% sh Q1→Q2
REZI Add 0.02% to 0.02% +1.0% sh Q1→Q2
SBR Add 0.09% to 0.09% +0.6% sh Q1→Q2
SON Add 0.02% to 0.02% +7.0% sh Q1→Q2
UNH Add <0.01% to 0.01% +2.9% sh Q1→Q2
VZ Add <0.01% to <0.01% +7.4% sh Q1→Q2
Burford Capital Add <0.01% to <0.01% +74.0% sh Q1→Q2
SBLK Add 0.01% to 0.01% +0.6% sh Q1→Q2
TPL Reduce 51.5% to 48.6% −2.1% sh Q1→Q2
GBTC Reduce 8.0% to 6.3% −13.3% sh Q1→Q2
WPM Reduce 2.5% to 2.2% −4.2% sh Q1→Q2
CVEO Reduce 0.67% to 0.91% −2.6% sh Q1→Q2
LNG Reduce 1.3% to 1.1% −4.4% sh Q1→Q2
DBRG Reduce 0.16% to <0.01% −98.7% sh Q1→Q2
GLXY Reduce 0.25% to 0.38% −1.2% sh Q1→Q2
BG Reduce 0.46% to 0.34% −15.7% sh Q1→Q2
CACI Reduce 0.91% to 0.81% −0.6% sh Q1→Q2
HHH Reduce 0.13% to 0.04% −71.7% sh Q1→Q2
MSTR Reduce 0.19% to 0.13% −6.8% sh Q1→Q2
LYV Reduce 0.26% to 0.21% −35.7% sh Q1→Q2
VNOM Reduce 0.85% to 0.79% −0.6% sh Q1→Q2
PAG Reduce 0.23% to 0.28% −2.4% sh Q1→Q2
AN Reduce 0.48% to 0.45% −5.4% sh Q1→Q2
IPAR Reduce 0.14% to 0.17% −5.8% sh Q1→Q2
SPHR Reduce 0.06% to 0.09% −3.4% sh Q1→Q2
OSK Reduce 0.18% to 0.15% −23.3% sh Q1→Q2
RGLD Reduce 0.13% to 0.10% −2.3% sh Q1→Q2
WTM Reduce 0.31% to 0.29% −6.9% sh Q1→Q2
ADM Reduce 0.05% to 0.02% −51.7% sh Q1→Q2
CAT Reduce 0.03% to 0.05% −4.5% sh Q1→Q2
LBRT Reduce 0.09% to 0.07% −18.5% sh Q1→Q2
MSGS Reduce 0.08% to 0.11% −0.5% sh Q1→Q2
MMC Reduce 0.28% to 0.26% −7.5% sh Q1→Q2
ABBV Reduce 0.05% to 0.05% −1.7% sh Q1→Q2
APYX Reduce 0.02% to 0.03% −4.9% sh Q1→Q2
BATRK Reduce 0.02% to 0.03% −1.1% sh Q1→Q2
BRK.B Reduce 0.20% to 0.21% −2.1% sh Q1→Q2
MYI Reduce 0.02% to 0.02% −34.4% sh Q1→Q2
BR Reduce 0.04% to 0.03% −2.1% sh Q1→Q2
CRAI Reduce 0.01% to <0.01% −62.5% sh Q1→Q2
CVX Reduce 0.03% to 0.03% −1.6% sh Q1→Q2
CSCO Reduce 0.03% to 0.05% −8.6% sh Q1→Q2
DMLP Reduce 0.25% to 0.24% −0.9% sh Q1→Q2
EXP Reduce 0.03% to 0.03% −36.6% sh Q1→Q2
XOM Reduce 0.07% to 0.06% −4.2% sh Q1→Q2
FTLF Reduce 0.02% to 0.02% −6.1% sh Q1→Q2
FCX Reduce 0.06% to 0.06% −2.5% sh Q1→Q2
GEV Reduce 0.01% to 0.02% −1.1% sh Q1→Q2
GE Reduce 0.02% to 0.03% −1.0% sh Q1→Q2
HUBB Reduce 0.02% to 0.01% −53.7% sh Q1→Q2
IRM Reduce 0.02% to 0.03% −3.0% sh Q1→Q2
OPLN Reduce 0.02% to 0.03% −0.4% sh Q1→Q2
FWONK Reduce 0.07% to 0.08% −6.0% sh Q1→Q2
LLY Reduce 0.04% to 0.05% −3.6% sh Q1→Q2
INFL Reduce 0.06% to 0.05% −9.4% sh Q1→Q2
SPAQ Reduce 0.07% to 0.08% −0.6% sh Q1→Q2
MSGE Reduce 0.02% to 0.03% −1.9% sh Q1→Q2
NAD Reduce 0.02% to 0.01% −34.8% sh Q1→Q2
NTR Reduce 0.04% to 0.04% −1.4% sh Q1→Q2
TD Reduce 0.02% to 0.03% −0.2% sh Q1→Q2
VGSH Reduce 0.06% to 0.05% −26.1% sh Q1→Q2
VRT Reduce 0.03% to 0.04% −4.6% sh Q1→Q2
WEN Reduce 0.02% to 0.01% −59.6% sh Q1→Q2
WT Reduce 0.03% to 0.03% −1.2% sh Q1→Q2
RCL Reduce 0.15% to 0.14% −23.8% sh Q1→Q2
AEHR Reduce 0.01% to 0.01% −66.3% sh Q1→Q2
ALLO Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
ALNY Reduce 0.01% to 0.01% −4.6% sh Q1→Q2
GOOG Reduce 0.01% to 0.01% −5.5% sh Q1→Q2
GOOGL Reduce 0.01% to 0.01% −3.5% sh Q1→Q2
AMZN Reduce <0.01% to <0.01% −8.9% sh Q1→Q2
AMGN Reduce 0.01% to 0.01% −4.1% sh Q1→Q2
ADI Reduce 0.01% to 0.02% −3.6% sh Q1→Q2
AAPL Reduce 0.02% to 0.02% −1.6% sh Q1→Q2
BATRA Reduce 0.01% to 0.02% −1.5% sh Q1→Q2
BP Reduce <0.01% to <0.01% −2.1% sh Q1→Q2
BWXT Reduce 0.01% to 0.01% −3.2% sh Q1→Q2
BKKT Reduce 0.03% to 0.02% −11.6% sh Q1→Q2
SAN Reduce 0.01% to 0.01% −3.2% sh Q1→Q2
BAC Reduce 0.01% to 0.01% −4.4% sh Q1→Q2
BEAM Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
BCYC Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
BIIB Reduce 0.01% to 0.01% −4.6% sh Q1→Q2
BTZ Reduce <0.01% to <0.01% −2.1% sh Q1→Q2
MHD Reduce 0.01% to <0.01% −55.4% sh Q1→Q2
MQY Reduce 0.01% to 0.01% −0.8% sh Q1→Q2
BMY Reduce 0.03% to 0.03% −0.3% sh Q1→Q2
AVGO Reduce <0.01% to <0.01% −19.7% sh Q1→Q2
BAM Reduce 0.09% to 0.10% −0.1% sh Q1→Q2
CNP Reduce <0.01% to <0.01% −4.7% sh Q1→Q2
CRL Reduce 0.02% to 0.02% −41.7% sh Q1→Q2
CTAS Reduce <0.01% to <0.01% −1.1% sh Q1→Q2
COP Reduce <0.01% to <0.01% −7.0% sh Q1→Q2
STZ Reduce 0.01% to 0.01% −23.5% sh Q1→Q2
DHR Reduce 0.01% to 0.01% −0.6% sh Q1→Q2
FANG Reduce <0.01% to <0.01% −8.4% sh Q1→Q2
DIS Reduce <0.01% to <0.01% −36.9% sh Q1→Q2
DSL Reduce 0.01% to 0.01% −13.7% sh Q1→Q2
DBL Reduce <0.01% to <0.01% −7.0% sh Q1→Q2
EOG Reduce 0.01% to 0.01% −3.6% sh Q1→Q2
EQT Reduce 0.03% to 0.02% −2.9% sh Q1→Q2
EBAY Reduce 0.01% to <0.01% −48.2% sh Q1→Q2
EDIT Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
EPD Reduce 0.05% to 0.05% −2.2% sh Q1→Q2
ELS Reduce 0.01% to 0.01% −37.5% sh Q1→Q2
FHI Reduce 0.01% to 0.01% −1.8% sh Q1→Q2
GALT Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
AJG Reduce <0.01% to <0.01% −30.7% sh Q1→Q2
GIS Reduce 0.01% to 0.01% −28.0% sh Q1→Q2
GSK Reduce 0.01% to 0.01% −1.5% sh Q1→Q2
GS Reduce 0.01% to 0.01% −4.0% sh Q1→Q2
GWW Reduce <0.01% to <0.01% −1.0% sh Q1→Q2
ETCG Reduce <0.01% to <0.01% 0.0% sh Q1→Q2
GBX Reduce <0.01% to <0.01% −11.5% sh Q1→Q2
HLN Reduce <0.01% to <0.01% −3.6% sh Q1→Q2
INTC Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
IBM Reduce 0.01% to 0.01% −0.4% sh Q1→Q2
IONS Reduce 0.01% to 0.01% −4.6% sh Q1→Q2
WOOD Reduce <0.01% to <0.01% −6.6% sh Q1→Q2
SLV Reduce 0.02% to 0.02% −0.3% sh Q1→Q2
JPM Reduce <0.01% to <0.01% −37.7% sh Q1→Q2
JNJ Reduce 0.04% to 0.04% −1.3% sh Q1→Q2
KRP Reduce 0.01% to 0.01% −13.4% sh Q1→Q2
KMI Reduce 0.01% to 0.01% −1.7% sh Q1→Q2
LTRN Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
LLYVA Reduce <0.01% to <0.01% −7.0% sh Q1→Q2
LLYVK Reduce <0.01% to <0.01% −10.9% sh Q1→Q2
FWONA Reduce 0.03% to 0.03% −11.0% sh Q1→Q2
NVIR Reduce <0.01% to <0.01% −2.2% sh Q1→Q2
L Reduce 0.01% to <0.01% −63.0% sh Q1→Q2
MKL Reduce 0.04% to 0.05% −1.8% sh Q1→Q2
MA Reduce 0.11% to 0.10% −9.4% sh Q1→Q2
MRK Reduce 0.04% to 0.04% −0.8% sh Q1→Q2
MSFT Reduce 0.03% to 0.03% −0.4% sh Q1→Q2
MOD Reduce <0.01% to <0.01% −3.6% sh Q1→Q2
MDLZ Reduce 0.01% to 0.01% −1.1% sh Q1→Q2
NRG Reduce <0.01% to <0.01% −0.6% sh Q1→Q2
NEM Reduce 0.01% to 0.01% −12.8% sh Q1→Q2
NVS Reduce 0.02% to 0.02% −3.7% sh Q1→Q2
XNEAX Reduce 0.04% to 0.03% −14.3% sh Q1→Q2
NVDA Reduce 0.01% to 0.02% −1.3% sh Q1→Q2
JFR Reduce 0.01% to 0.01% −0.7% sh Q1→Q2
NBB Reduce <0.01% to <0.01% −3.5% sh Q1→Q2
OXY Reduce 0.01% to <0.01% −5.9% sh Q1→Q2
PACB Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
PM Reduce 0.04% to 0.04% −0.6% sh Q1→Q2
PDI Reduce 0.01% to 0.01% −0.9% sh Q1→Q2
PCT Reduce 0.01% to 0.01% 0.0% sh Q1→Q2
QCOM Reduce 0.01% to 0.01% −13.3% sh Q1→Q2
RYN Reduce 0.01% to <0.01% −40.5% sh Q1→Q2
REGN Reduce 0.01% to <0.01% −4.4% sh Q1→Q2
REPL Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
RIO Reduce 0.02% to 0.02% −0.4% sh Q1→Q2
SPGI Reduce 0.02% to 0.01% −20.8% sh Q1→Q2
SPY Reduce 0.01% to 0.01% −8.3% sh Q1→Q2
GLD Reduce 0.02% to 0.02% −5.5% sh Q1→Q2
XES Reduce 0.01% to 0.01% −25.5% sh Q1→Q2
SLB Reduce <0.01% to <0.01% −6.8% sh Q1→Q2
SEG Reduce 0.01% to 0.01% −18.9% sh Q1→Q2
SIRI Reduce 0.01% to 0.01% −2.4% sh Q1→Q2
MMM Reduce 0.01% to <0.01% −46.0% sh Q1→Q2
VNDA Reduce <0.01% to <0.01% −4.6% sh Q1→Q2
GDX Reduce <0.01% to <0.01% −13.5% sh Q1→Q2
GDXJ Reduce 0.01% to 0.01% −0.4% sh Q1→Q2
VOO Reduce 0.02% to 0.02% −11.7% sh Q1→Q2
VXF Reduce 0.01% to 0.01% −18.4% sh Q1→Q2
WY Reduce <0.01% to <0.01% −2.6% sh Q1→Q2
WMB Reduce 0.11% to 0.11% −7.0% sh Q1→Q2
ALKS Reduce 0.01% to 0.01% −4.6% sh Q1→Q2
AZN Reduce 0.01% to 0.01% −4.6% sh Q1→Q2
BN Reduce 0.01% to 0.01% 0.0% sh Q1→Q2
CRSP Reduce 0.01% to 0.01% −4.5% sh Q1→Q2