Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LSHCX vs ICPAX
Shared holdings
3
LSHCX covered by ICPAX
7.12%
ICPAX covered by LSHCX
7.12%
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% |
ICPAX (Jan. 30, 2026)
| Security | Weight | |
|---|---|---|
| CHENIERE ENERGY INC | 7.90% | |
| BAKER HUGHES CO | 4.54% | |
| TARGA RESOURCES CORP | 4.51% | |
| KODIAK GAS SERVICES INC | 4.11% | |
| TEXAS PACIFIC LAND CORP | 4.10% | |
| ARCHROCK INC | 4.05% | |
| TC ENERGY CORP | 3.65% | |
| VALERO ENERGY CORP | 3.62% | |
| ENTERGY CORP | 3.58% | |
| PHILLIPS 66 | 3.31% | |
| NRG ENERGY INC | 3.23% | |
| CHEVRON CORP | 3.19% | |
| GULFPORT ENERGY CORP | 3.05% | |
| VERTIV HOLDINGS CO | 3.01% | |
| Landbridge Company, LLC | 2.97% | |
| WILLIAMS COS INC | 2.72% | |
| ANTERO RESOURCES | 2.72% | |
| EQT CORPORATION | 2.70% | |
| EXPAND ENERGY CORP | 2.66% | |
| PERMIAN RESOURCES CORP CL A | 2.51% | |
| VISTRA CORP | 2.47% | |
| FIRST SOLAR INC | 2.25% | |
| XCEL ENERGY INC | 1.89% | |
| BADGER METER INC | 1.83% | |
| SLB LTD | 1.81% | |
| EXCELERATE ENERGY INC | 1.40% | |
| TECHNIPFMC PLC | 1.39% | |
| NEXTRACKER INC CL A | 1.39% | |
| GE VERNOVA LLC | 1.36% | |
| DIAMONDBACK ENERGY INC | 1.33% | |
| CONOCOPHILLIPS | 1.30% | |
| PRIMORIS SVCS CORP | 1.29% | |
| TESLA INC | 1.21% | |
| CAMECO CORP | 1.15% | |
| MURPHY USA INC | 1.05% | |
| BLOOM ENERGY CORP CL A | 0.94% | |
| EXXON MOBIL CORP | 0.88% | |
| CONSTELLATION ENERGY CORP | 0.87% | |
| SHOALS TECHNOLOGIES GROUP INC | 0.76% | |
| TENARIS SA SPON ADR | 0.69% | |
| GENERAC HOLDINGS INC | 0.42% | |
| EXPRO GROUP HOLD | 0.20% |
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