Mon, Jun 29, 2026
6d ago
1 shares @ $410.88
Decreased holdings by 0.00%
5878th largest trade (out of 5971)
📍 TPL ThesisConcentrates 100% of 2,944 backtested trades in TPL, which has averaged +32.2% @730d vs SPY. Their own timing adds only +8.4% on top — this is thesis validation, not market-timing skill. Methodology →
Trade made by a 10% owner
Unscheduled trade
55% win rate · +0.0% median edge vs SPY (5717 trades, 90-day)
Price 12% above 200-day moving average
Recent insider activity at TPL
Jul 1Horizon Kinetics Asset Management LlcBought$426.00Jun 30Horizon Kinetics Asset Management LlcBought$435.74Jun 26Horizon Kinetics Asset Management LlcBought$397.48Jun 25Horizon Kinetics Asset Management LlcBought$388.58Jun 24Horizon Kinetics Asset Management LlcBought$374.10Jun 23Horizon Kinetics Asset Management LlcBought$370.60Jun 22Horizon Kinetics Asset Management LlcBought$351.33Jun 18Horizon Kinetics Asset Management LlcBought$355.47