Meixler Investment Management, Ltd.

RIA/Wealth

Meixler Investment Management, Ltd. is a RIA/Wealth based in Show Low, AZ led by Michael Charles Meixler, reporting $189.7M in AUM as of Q3 2025 with 32% Energy concentration and 52% concentrated in top 10 holdings.

CCOMichael Charles Meixler

Portfolio Value: $163.0M
Positions: 99
Top Holding: PHYS at 11.09%
Last Reported: Q3 2025

Address4451 S. White Mountain Road, Suite A, Show Low, AZ, 85901, United States

Top Holdings

Largest long holdings in Meixler Investment Management, Ltd.'s portfolio (51.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$18.1M	11.09%	-$631.2K Sold	— 610.7K shares	Q4 2022 Held for 2y 11m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$14.2M	8.70%	+$372.5K Bought	0.00% 28.2K shares	Q4 2021 Held for 3y 11m
3 Dorchester Minerals DMLP	Oil & Gas Exploration & Production Energy	$10.7M	6.57%	+$16.8K Bought	0.87% 414.0K shares	Q4 2021 Held for 3y 11m
4 Suncor Energy SU	Oil & Gas Integrated Energy	$10.3M	6.34%	-$851.9K Sold	0.02% 247.3K shares	Q4 2021 Held for 3y 11m
5 Natural Resource Partners NRP	Coal Energy	$8.2M	5.02%	+$1.1M Bought	0.59% 78.0K shares	Q4 2022 Held for 2y 11m
6 Canadian Natural Resources CNQ	Oil & Gas Exploration & Production Energy	$6.1M	3.75%	+$537.3K Bought	0.01% 191.5K shares	Q4 2021 Held for 3y 11m
7 Eagle Materials EXP	Construction Materials Basic Materials	$4.7M	2.87%	+$504.8K Bought	0.06% 20.1K shares	Q1 2024 Held for 1y 8m
8 Franco-Nevada FNV	Gold Basic Materials	$4.2M	2.57%	-$759.5K Sold	0.01% 18.8K shares	Q4 2021 Held for 3y 11m
9 Tortoise Energy Infrastructure TYG	Unknown Unknown	$4.0M	2.45%	-$90.4K Sold	— 92.8K shares	Q4 2024 Held for 11 months
10 Enterprise Products Partners EPD	Oil & Gas Midstream Energy	$3.9M	2.39%	+$478.4K Bought	0.01% 124.8K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Meixler Investment Management, Ltd.'s latest filing

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Market Value

$163.0M

Prior: $145.2M

Q/Q Change

+12.31%

+$17.9M

Net Flows % of MV

+2.74%

Turnover Ratio

7.71%

New Purchases

6 stocks

$7.1M

Added To

31 stocks

+$7.3M

Sold Out Of

4 stocks

$925.6K

Reduced Holdings

59 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 Kinder Morgan KMI	New	0 → 66.5K +$1.9M
2 Canadian Pacific Kansas City CP	New	0 → 22.1K +$1.6M
3 Knife River KNF	New	0 → 20.9K +$1.6M
4 Penske Automotive Group PAG	New	0 → 6.6K +$1.2M
5 Amrize Ltd AMRZ	New	0 → 15.1K +$732.8K

Decreased Positions

Position	Shares Δ	Change
1 Enovix Corporation ENVX	Sold	38.8K → 0 −$351.3K
2 General Electric GE	Sold	1.1K → 0 −$288.0K
3 Aris Water Solutions ARIS	Sold	10.8K → 0 −$255.3K
4 Cenovus Energy CVE	Sold	2.3K → 0 −$31.0K
5 Plymouth Industrial REIT PLYM	-82.09%	62.9K → 11.3K −$1.2M

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Analytics

Portfolio insights and performance metrics for Meixler Investment Management, Ltd.

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Sector Allocation

Energy

32.00%

Basic Materials

13.00%

Financial Services

10.30%

Industrials

9.90%

Real Estate

5.90%

Consumer Cyclical

4.70%

Technology

2.20%

ETF

2.10%

Communication Services

1.60%

Consumer Defensive

0.60%

Healthcare

0.30%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

10.97%

Large Cap ($10B - $200B)

36.92%

Mid Cap ($2B - $10B)

12.46%

Small Cap ($300M - $2B)

19.74%

Micro Cap ($50M - $300M)

1.20%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

18.59%

Portfolio Concentration

Top 10 Holdings %

51.78%

Top 20 Holdings %

67.82%

Top 50 Holdings %

89.02%

Top 100 Holdings %

100.0%