Mon, Jul 13, 2026
2d ago
1 shares @ $411.10
Decreased holdings by 0.00%
5885th largest trade (out of 5985)
📍 TPL ThesisConcentrates 100% of 2,947 backtested trades in TPL, which has averaged +32.2% @730d vs SPY. Their own timing adds only +8.3% on top — this is thesis validation, not market-timing skill. Methodology →
Trade made by a 10% owner
Unscheduled trade
55% win rate · -0.2% median edge vs SPY (5727 trades, 90-day)
Price 8% above 200-day moving average
Recent insider activity at TPL
Jul 10Horizon Kinetics Asset Management LlcBought$385.84Jul 9Horizon Kinetics Asset Management LlcBought$400.13Jul 8Horizon Kinetics Asset Management LlcBought$397.47Jul 7Horizon Kinetics Asset Management LlcBought$400.67Jul 6Horizon Kinetics Asset Management LlcBought$408.89Jul 2Horizon Kinetics Asset Management LlcBought$402.64Jul 1Horizon Kinetics Asset Management LlcBought$426.00Jun 30Horizon Kinetics Asset Management LlcBought$435.74