Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LSHCX vs AVEMX
Shared holdings
3
LSHCX covered by AVEMX
23.80%
AVEMX covered by LSHCX
23.80%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LSHCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TEXAS PACIFIC LAND CORP | 76.92% | |
| US BANK MMDA - USBGFS 7 | 5.89% | |
| Landbridge Company, LLC | 4.92% | |
| ASSOCIATED CAPITAL GROUP INC W/I | 3.35% | |
| HAWAIIAN ELECTRIC INDS INC | 3.06% | |
| GAMCO INVSTRS. INC | 1.01% | |
| WATERBRIDGE IN-A | 0.94% | |
| PRAIRIESKY ROYALTY LTD | 0.69% | |
| Civeo Corporation | 0.59% | |
| Grayscale Bitcoin Mini Trust ETF | 0.36% | |
| WHITE MOUNTAINS INS GROUP LTD | 0.32% | |
| SB Technology Inc | 0.25% | |
| BOLT DATA & ENERGY INC. | 0.25% | |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.25% | |
| ATLANTA BRAVES HOLDINGS INC | 0.18% | |
| GALAXY DIGITAL INC A | 0.17% | |
| EAGLE MATERIALS INC | 0.16% | |
| FAIRFAX INDI-SVS | 0.11% | |
| Urbana Corp. | 0.11% | |
| TXSE Group, Inc | 0.07% | |
| GENERAL ELECTRIC CO | 0.07% | |
| LIBERTY ENERGY INC CL A | 0.07% | |
| GE VERNOVA LLC | 0.05% | |
| Grayscale Bitcoin Cash Trust | 0.05% | |
| MESABI TRUST | 0.04% | |
| Urbana Corp. (Non-Voting) | 0.02% | |
| KNIFE RIVER HOLDING CO W/I | 0.02% | |
| SHS BEN INT | 0.01% | |
| SEAPORT ENTERTAINMENT GROUP INC | 0.01% | |
| Partners Value Investments LP | 0.01% | |
| FAIRFAX FINL HLDGS LTD SUB VTG | 0.01% | |
| TOEI ANIMATION | 0.01% | |
| Grayscale Bitcoin Trust ETF | 0.01% | |
| Anglo American PLC - ADR | 0.00% | |
| ECHOSTAR CORP CL A | 0.00% | |
| VALTERRA PLATINUM LTD ADR | 0.00% | |
| Grayscale Litecoin Trust | 0.00% |
AVEMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TEXAS PACIFIC LAND CORP | 17.93% | |
| WHEATON PRECIOUS METALS CORP | 5.58% | |
| Federated Government Obligations Tax-Managed Fund Institutional Shares | 4.99% | |
| Landbridge Company, LLC | 4.97% | |
| FRANCO-NEVADA CORP | 4.68% | |
| HINGHAM INST SVG | 4.39% | |
| WATERBRIDGE IN-A | 4.23% | |
| TD SYNNEX CORP | 3.82% | |
| Permian Basin Royalty Trust | 3.38% | |
| VERISIGN INC | 3.32% | |
| EXPAND ENERGY CORP | 3.03% | |
| ST JOE COMPANY | 2.78% | |
| ROPER TECHNOLOGIES INC | 2.61% | |
| ARMSTRONG WORLD INDUSTRIES INC | 2.43% | |
| XPEL INC | 2.34% | |
| MIRION TECHNOLOGIES INC-A | 2.34% | |
| CFD_EQS GSILGB2X BJXBP41 | 2.30% | |
| INTERCONTINENTAL EXCHANGE INC | 2.29% | |
| BROWN & BROWN | 2.23% | |
| WINMARK CORP | 2.15% | |
| ALLEGION PLC | 2.09% | |
| SLB LTD | 1.95% | |
| SMITH (AO) CORP | 1.83% | |
| BUILDERS FIRSTSOURCE | 1.64% | |
| HEICO CORP CL A | 1.60% | |
| DISTRIBUTION SOLUTIONS GROUP INC | 1.55% | |
| POOL CORP | 1.46% | |
| CSW INDUSTRI INC | 1.28% | |
| MONEY MARKET FUND | 1.22% | |
| WATSCO INC | 1.20% | |
| YETI HOLDINGS INC | 0.96% | |
| JACK HENRY | 0.75% | |
| CHEMED CORP | 0.66% |
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