Form 13-F position report

BLACK STONE MINERALS L P COM U

Reported by Clarus Group Inc

BSM CUSIP 09225M101 Manager CIK 0001844568

Reported 334,596 shares, up 600 (0.2%) from the prior quarter.

Reported value -6.8%; share count 0.2% vs. the prior quarter.

Added
% of reported 13F value 4.93% This manager · Q1 2023
Shares 334,596 Quarter-end amount reported
Reported value $5,249,811 Fair value at quarter end
Consecutive quarters held 4 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-06-30 4572000
2022-09-30 5227000
2022-12-31 5634513
2023-03-31 5249811
2023-06-30 5336806
2023-09-30 5765089
2023-12-31 5346536
2024-03-31 5353236
2024-06-30 5249387
2024-09-30 5058440
2024-12-31 4876342
2025-03-31 5100119
2025-06-30 4368668
2025-09-30 4388707
2025-12-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarterly reported position history for BLACK STONE MINERALS L P COM U held by Clarus Group Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2025 Reduced 0 -333,996 (-100.0%) 0 $0 2026-01-16
Q3 2025 Unchanged 333,996 0 (0.0%) 1.53% $4,388,707 2025-11-03
Q2 2025 Unchanged 333,996 0 (0.0%) 1.6% $4,368,668 2025-07-15
Q1 2025 Unchanged 333,996 0 (0.0%) 1.98% $5,100,119 2025-04-25
Q4 2024 Reduced 333,996 -1,000 (-0.3%) 1.73% $4,876,342 2025-01-29
Q3 2024 Unchanged 334,996 0 (0.0%) 2.14% $5,058,440 2024-10-21
Q2 2024 Unchanged 334,996 0 (0.0%) 2.32% $5,249,387 2024-07-22
Q1 2024 Unchanged 334,996 0 (0.0%) 3.75% $5,353,236 2024-04-22
Q4 2023 Added 334,996 +400 (0.1%) 4.05% $5,346,536 2024-01-29
Q3 2023 Unchanged 334,596 0 (0.0%) 4.18% $5,765,089 2023-10-16
Q2 2023 Unchanged 334,596 0 (0.0%) 3.89% $5,336,806 2023-07-17
Q1 2023 Added 334,596 +600 (0.2%) 4.93% $5,249,811 2023-04-18
Q4 2022 Unchanged 333,996 0 (0.0%) 4.95% $5,634,513 2023-01-27
Q3 2022 Unchanged 333,996 0 (0.0%) 4.77% $5,227,000 2022-11-10
Q2 2022 New 333,996 +333,996 (0.0%) 3.83% $4,572,000 2022-07-27

Who else reported the position

196 managers reported BLACK STONE MINERALS L P COM U for Q1 2023.

Managers reporting BLACK STONE MINERALS L P COM U in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
William Marsh Rice University Reduced 5,663,476 -1,602,867 59.09% $88,859,938 26 qtrs
MORGAN STANLEY Added 4,600,270 +595,569 < 0.01% $72,178,237 32 qtrs
CIBC Private Wealth Group LLC Added 1,585,570 +215,565 0.06% $24,877,593 19 qtrs
PENN DAVIS MCFARLAND INC Reduced 1,553,088 -6,539 4.47% $24,367,951 20 qtrs
INVESTMENT MANAGEMENT ASSOCIATES INC ADV Added 1,026,248 +41,672 6.64% $16,101,836 9 qtrs
BROWN ADVISORY INC Unchanged 982,922 0 0.03% $15,422,046 32 qtrs
Mudita Advisors LLP Reduced 801,573 -480,388 11.26% $12,576,680 6 qtrs
EPACRIA CAPITAL PARTNERS LLC Unchanged 720,176 0 8.77% $11,299,561 2 qtrs
NATIXIS Reduced 704,800 -704,800 0.1% $11,058,312 9 qtrs
Bank of America Corporation Added 687,529 +640,241 < 0.01% $10,787,330 32 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
April 18, 2023
Filing type
13F-HR
Position type
COM UNIT

Voting authority reported

Sole
0
Shared
0
None
334,596

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.