Santa Monica Partners LP
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$179K
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPLUSD
Texas Pacific Land Corp. - Common Stock
Held since at least Q1 2024
43.7%
02
$MA
Mastercard Incorporated - Common Stock
Q1 2026: New position (62.9k shares)
29.1%
03
$BELFB
Bel Fuse Inc. - Class B Common Stock
Held since at least Q1 2024
7.6%
04
$GRMN
Garmin Ltd. - Common Stock
Held since at least Q1 2024
5.4%
05
$BCPC
Balchem Corp. - Common Stock
Held since at least Q1 2024
4.9%
06
$BR
Broadridge Financial Solutions, Inc. - Common Stock
Held since at least Q1 2024
3.8%
07
$BELFA
Bel Fuse Inc. - Class A Common Stock
Held since at least Q1 2024
2.4%
08
$BRK/A
Berkshire Hathaway Inc. Common Stock
Held since at least Q1 2024
1.6%
09
$LB
Landbridge Company - Common Stock
Held since at least Q1 2024
0.7%
10
$MCB
Metropolitan Bank Holding Corp. - Common Stock
Held since at least Q1 2024
0.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:34 UTC.