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.
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 |
B BRK-B | 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 |