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KINETICS PORTFOLIOS TRUST

CIK: 0001113229 Equity
Report date: 2026-02-25
AUM $1.0B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-25

Holdings

From latest SEC N-PORT filing · US-listed stocks only

12 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CACI CACI International Inc Since 2026-05-10 127190304 Equity (Common)
1.38%
$14.39 27,000
2 CBOE Cboe Global Markets Inc Since 2026-05-10 12503M108 Equity (Common)
1.45%
$15.06 60,000
3 FRMI Fermi Inc Since 2026-05-10 314911108 Equity (Common)
0.00%
$0.03 3,333
4 LYV Live Nation Entertainment Inc Since 2026-05-10 538034109 Equity (Common)
1.37%
$14.25 100,000
5 MKL Markel Group Inc Since 2026-05-10 570535104 Equity (Common)
0.02%
$0.21 100
6 MSB Mesabi Trust Since 2026-05-10 590672101 Equity (Common)
0.15%
$1.61 41,800
7 NRG NRG Energy Inc Since 2026-05-10 629377508 Equity (Common)
0.00%
$0.02 148
8 RCL Royal Caribbean Cruises Ltd Since 2026-05-10 N/A Equity (Common)
0.27%
$2.85 10,200
9 HHH Howard Hughes Holdings Inc Since 2026-05-10 44267T102 Equity (Common)
1.07%
$11.17 140,000
10 WPM Wheaton Precious Metals Corp Since 2026-05-10 962879102 Equity (Common)
0.45%
$4.70 40,000
11 BATRK Atlanta Braves Holdings Inc Since 2026-05-10 047726302 Equity (Common)
0.02%
$0.19 4,842
12 BR Broadridge Financial Solutions Since 2026-05-10 11133T103 Equity (Common)
0.02%
$0.22 1,000