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Meixler Investment Management, LTD.
Meixler Investment Management, Ltd. is a SEC-registered investment adviser based in Show Low, Arizona. Founded in 2013, the firm manages over $189 million in assets (as of April 2025) and serves primarily individual clients, including both high net worth and other individuals. The firm operates with a very small team (1 employee) and focuses on providing personalized portfolio management and advisory services.
Investment Strategy
Meixler Investment Management, Ltd. follows a diversified investment strategy with a focus on both value and income across various sectors. The firm's most recent 13F filings indicate a strong allocation to physical gold trusts and major blue-chip equities, as well as diversified energy, natural resources, and financial holdings. The firm's approach appears to prioritize long-term capital appreciation with an emphasis on risk management and client-driven discretion, as indicated by its entirely discretionary account base.
Latest 13F Filing Activity
Meixler Investment Management, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions and 9 options positions with a total 13F market value of $145M. The fund increased holdings in Or Royalties Inc., Natural Resource Partners L, Oneok Inc. New among other positions. Meixler Investment Management, LTD. reduced exposure to Berkshire Hathaway Inc. Del, Osisko Gold Royalties LTD, Dorchester Minerals LP among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PHYS | SPROTT PHYSICAL GOLD TR | 11.02% | $16.0M | 631,977 | $14.38 | $25.35 | +$278.9K |
| BERKSHIRE HATHAWAY INC DEL | 9.18% | $13.4M | 27,486 | $298.90 | $485.77 | -$1.7M | |
D DMLP | DORCHESTER MINERALS LP | 7.92% | $11.5M | 413,323 | $19.79 | $27.86 | -$925.6K |
S SU | SUNCOR ENERGY INC NEW | 6.90% | $10.0M | 267,722 | $26.20 | $37.45 | -$484.2K |
N NRP | NATURAL RESOURCE PARTNERS L | 4.43% | $6.4M | 67,502 | $81.10 | $95.51 | +$1.3M |
Options Positions (9)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NEM | NEWMONT CORP | Sold | Call | $102.5K | 95 | $58.26 | $48.28 | -6 | +$44.4K |
S SU | SUNCOR ENERGY INC NEW | Sold | Call | $29.1K | 38 | $37.45 | $35.68 | -39 | -$53.5K |
E ENVX | ENOVIX CORPORATION | Sold | Call | $16.0K | 90 | $10.34 | $10.87 | -27 | +$4.7K |
B BTU | PEABODY ENERGY CORP | Sold | Call | $15.1K | 170 | $13.42 | $20.94 | -80 | -$1.7K |
C CLF | CLEVELAND-CLIFFS INC NEW | Sold | Call | $14.8K | 67 | $7.60 | $9.40 | -3 | +$4.3K |
Industry Allocation
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