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DEFA14A ·Filed Sep 25, 2026

TPL

Texas Pacific Land Corp
NEUTRAL
Impact 2/10
Horizonweeks Processed1mo ago SEC0001104659-26-110972
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the outcome of the redomestication vote (Proposal 4) and any potential dissident activity from Horizon Kinetics following Murray Stahl's passing. The annual meeting is a routine event with no immediate trading catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
TPL ▼ -0.46% at T+20d
NEUTRAL call -0.46% · α vs SPY -0.43% · entry $338.15 → $336.58
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-2.79%
call -2.79% · α -2.61%
$328.70
settled 29d ago
T+5d
+1.93%
call +1.93% · α +0.72%
$344.67
settled 25d ago
T+20d
-0.46%
call -0.46% · α -0.43%
$336.58
settled 4d ago
T+60d
Pending
in 8w

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Executive Summary

Texas Pacific Land Corp filed a DEFA14A (definitive additional proxy soliciting materials) providing the proxy card and voting instructions for its 2026 Annual Meeting scheduled for November 5, 2026. The four proposals include election of nine directors, advisory vote on executive compensation, ratification of Deloitte & Touche as auditor, and approval of redomestication from Delaware to Texas. The filing is routine proxy solicitation material with no new financial or operational information.

Key Financial Metrics

Vote
director election
Meeting
2026-11-05

Key Facts

  • Annual Meeting scheduled for November 5, 2026 at 11:00 AM CT in Dallas, Texas
  • Record date for voting is September 10, 2026
  • Four proposals: elect 9 directors, advisory vote on executive compensation, ratify Deloitte & Touche as auditor, approve redomestication from Delaware to Texas
  • Board recommends FOR all four proposals
  • Murray Stahl, a director and CEO of largest shareholder Horizon Kinetics, passed away on April 7, 2026
  • Horizon Kinetics entities beneficially own approximately 10.1 million shares as of May 2026 filings

Financial Impact

No financial impact — routine proxy solicitation materials

Risk Factors

  • Potential governance changes following the death of largest shareholder's CEO Murray Stahl
  • Redomestication to Texas may have minor legal/tax implications

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-110972
Document: 0001104659-26-110972-index-headers.html0001104659-26-110972
Document: 0001104659-26-110972-index.html0001104659-26-110972
Document: 0001104659-26-110972.txt0001104659-26-110972
27 reports for TPL
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 3 of 4 best @ T+60▲ +25.74%Feb 24, 2026
Filters
Rows
Reports for TPL — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
DEFA14A
NEUTRAL ★ 3/10
$338.26awaiting T+60—$332.63 (−1.67%)
Oct 16, 2026
10d ago
Institutional Cluster
BULLISH ★ 4/10
$344.61awaiting T+60—$332.63 (−3.48%)
Oct 8, 2026
18d ago
DEFA14A
NEUTRAL ★ 4/10
$360.98awaiting T+60—$332.63 (−7.86%)
Sep 25, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$338.15awaiting T+60—$332.63 (−1.63%)
Sep 25, 2026
4w ago
DEFA14A
NEUTRAL ★ 4/10
$338.15awaiting T+60—$332.63 (−1.63%)
Sep 25, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$338.15awaiting T+60—$332.63 (−1.63%)
Sep 25, 2026
4w ago
DEF 14A
NEUTRAL ★ 5/10
$338.15awaiting T+60—$332.63 (−1.63%)
Sep 17, 2026
5w ago
144
NEUTRAL ★ 3/10
$347.20awaiting T+60—$332.63 (−4.20%)
Jun 23, 2026
17w ago
8-K
NEUTRAL ★ 4/10
$377.56 $347.20▼ −8.04%▼ −10.88%$332.63 (−11.90%)
Jun 18, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$355.11 $365.27▲ +2.86%▲ +0.97%$332.63 (−6.33%)
Showing 10 of 27

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Report published Sep 25, 2026