SAN JUAN BASIN ROYALTY TRUST: SoftVest Advisors, LLC discloses a stake of more than 5% (Schedule 13G)
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SoftVest Advisors, LLC disclosed a stake exceeding 5% in San Juan Basin Royalty Trust via a Schedule 13G filing with the SEC (accession 0001104659-26-125651). The exact share count and percentage were not specified in the headline disclosure. The move signals active investor interest in the oil-and-gas royalty trust, which holds overriding royalty interests in San Juan Basin properties in New Mexico. A stake above the 5% threshold requires disclosure under SEC beneficial ownership rules, and the filing identifies SoftVest as a passive or institutional holder rather than an activist by default. Watch for any subsequent 13D filing or amendments that would indicate a more engaged stance, along with the trust's monthly distribution announcements.
Muhabbit's AI wrote this summary in its own words from SEC EDGAR SCHEDULE 13G's report. It can get details wrong, so check the source.
Named in this story
SoftVest Advisors, LLC, San Juan Basin Royalty Trust