HedgeMountain

MSRH, LLC

New York, NY · CRD 166961
Hedge fund managerExempt reporting

MSRH, LLC is an exempt reporting adviser based in New York, NY that reports managing 2 hedge funds on Form ADV. Its private funds, of all types, hold $119.2 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +26.4% 2026 YTD through Mar 31 (S&P 500: -4.6%), based on 13F filings. Over a longer period they returned an estimated +26.4% from Q1 2026 to Q1 2026, compared with -4.6% for the S&P 500, based on 13F filings.

Regulatory assets under management
—Form ADV Item 5.F
Gross assets of private funds
$119.2 millionAll private fund types, Form ADV
Hedge funds managed
22 private funds in total
Employees
—Form ADV Item 5.A
Registration
Exempt reporting adviserCRD 166961
Latest Form ADV
07/02/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+26.4%Through Q1 2026 · S&P 500 -4.6%
Est. 2-year return+26.4%Q1 2026 – Q1 2026
S&P 500-4.6%Same quarters, price only
13F holdings$112.9 million29 positions, 2026-03-31
$95$111$126Q1 202613F est. $126S&P 500 $95
QuarterEst. 13F returnS&P 500
Q1 2026+26.4%-4.6%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Texas Pacific Land Corp$70.9 million
  • Grayscale Bitcoin Trust ETF$22.1 million
  • Landbridge Company LLC$6.5 million
  • Permian Basin RTY TR$5.2 million
  • Grayscale Bitcoin Mini Trust ETF$3.1 million
  • Hawaiian Elec Industries$2.5 million
  • Mesabi TR$1.4 million
  • Howard Hughes Corp$379,560
  • Waterbridge Infrastructure L$334,875
  • Miami Intl Hldgs Inc$280,224

As of 2026-03-31, from 13F filing by MSRH, LLC.

Hedge funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures