SJT
SAN JUAN BASIN ROYALTY TRUSTMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $3.82 | $4.28 | +12% |
| Citadel Advisors re-entered | Q1 2025(8Q snapshot) | 5Q | $4.84 | $4.28 | -12% |
| AQR Capital Management | Q1 2026(8Q snapshot) | 1Q | $5.55 | $4.28 | -23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SAN JUAN BASIN ROYALTY TRUST. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Dec 3, 2003 — the most recent Form 4 on file — not from today.
- Form 40000950142-03-002302Dec 3, 2003
- Form 40000950142-03-002300Dec 3, 2003
- Form 40000950142-03-002273Dec 1, 2003
- Form 40000950142-03-002254Nov 26, 2003
- Form 40000950142-03-002229Nov 24, 2003
- Form 40000950142-03-002227Nov 24, 2003
- Form 40000950142-03-002216Nov 20, 2003
- Form 40000950142-03-002169Nov 18, 2003
- Form 40000950142-03-002145Nov 14, 2003
- Form 40000950142-03-002129Nov 12, 2003
- Form 40000950142-03-002069Nov 7, 2003
- Form 40000950142-03-002031Nov 5, 2003
- Form 40000950142-03-001996Nov 3, 2003
- Form 40000950142-03-001969Oct 30, 2003
- Form 40000950142-03-001949Oct 28, 2003
Fundamentals
XBRL · SAN JUAN BASIN ROYALTY TRUSTNot enough XBRL history to plot. SAN JUAN BASIN ROYALTY TRUSThasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SAN JUAN BASIN ROYALTY TRUST — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportMay 14, 2026
- 8-KMaterial eventApr 20, 2026
- 10-KAnnual reportMar 27, 2026
- 8-KMaterial eventMar 20, 2026
- 8-KMaterial eventFeb 20, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventJan 20, 2026
- 8-KMaterial eventDec 19, 2025
- 8-KMaterial eventNov 17, 2025
- 10-QQuarterly reportNov 13, 2025
- 8-KMaterial eventOct 21, 2025
- 8-KMaterial eventSep 19, 2025
- 8-KMaterial eventAug 19, 2025
- 10-QQuarterly reportAug 13, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q1 2026 | open | $5.55 | $4.28 | -23% |
| Citadel Advisors | Q3 2025 | open | $5.65 | $4.28 | -24% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $4.84 | $6.27 | +30% |
| Two Sigma Investments | Q3 2024 | open | $3.82 | $4.28 | +12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.