Meixler Investment Management, Ltd.

CIK 0001911615 · Q1 2026

13F Equity AUM

$186.0M

+12.8% QoQ

Positions

-3 QoQ

AUM Rank

#7,697

Top 62%

Skill Alpha (FF)

-0.0%/yr^ns

No Clear Edge

Rank #2,433 · Top 30%

vs S&P -4.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 34.5%Top 10: 48.9%Top 20: 67.3%

PHYS/U10.4%

BRK/B7.3%

NRP6.1%

DMLP5.8%

SU4.8%

EPD3.1%

CRC3.0%

EXP2.9%

HON2.7%

TYG2.6%

Others (78)51.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Energy32.5%

Financial Services15.2%

Basic Materials13.2%

Industrials13.0%

Financials11.4%

Real Estate5.8%

Consumer Cyclical4.5%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 88Median: 0.52%Avg: 1.14%

0–0.5%

43(11.7%)

0.5–1%

19(13.6%)

1–3%

20(37.1%)

3–5%

2(7.9%)

5%+

4(29.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 87Unique: 1vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.6%

BANK OF AMERICA CORP /DE/

1.6%

BlackRock, Inc.

1.8%

JPMORGAN CHASE & CO

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.1%

GEODE CAPITAL MANAGEMENT, LLC

STATE STREET CORP

1.9%

FMR LLC

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New7Increased35Decreased45Exited10

New Positions

MLPA1.4%

+50K

ESAB1.3%

+24K

TGS1.2%

+61K

ET0.9%

+87K

PRSU0.3%

+16K

CE0.1%

+4K

NE-WTA0.1%

+4K

Increased

MDV1.4%

+100K(+141%)

REXR0.7%

+25K(+219%)

EPD3.1%

+13K(+9%)

OKE2.5%

+12K(+30%)

KMI1.8%

+12K(+14%)

TYG2.6%

+8K(+8%)

SKYH1.5%

+8K(+3%)

FVR0.3%

+6K(+22%)

TRMB0.6%

+6K(+50%)

EXP2.9%

+6K(+24%)

Decreased

LEGH0.8%

-64,720(-48%)

PHYS/U10.4%

-44,217(-7%)

SU4.8%

-43,021(-24%)

DMLP5.8%

-29,775(-7%)

CRC3.0%

-24,905(-18%)

VOXR0.5%

-20,087(-11%)

SKYH/WS0.0%

-12,238(-40%)

VAL-WT0.8%

-8,637(-38%)

ENB0.8%

-8,098(-22%)

PSLV/U0.2%

-8,005(-32%)

Exited

-164,653

-10,456

-11,468

-5,249

-16,575

-6,271

-4,355

-4,200

-15,651

-12,700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...