Virtus Silvant Mid-Cap Growth Fund Q2 2026 Portfolio Update

The Virtus Silvant Mid-Cap Growth Fund gained +22.77% for the quarter, compared to the Russell Midcap Growth Index's return of +14.55%. Sterling Infrastructure and Monolithic Power Systems were among the top stock contributors. Circle Internet Group and Texas Pacific Land were among the largest stock detractors.

Seeking Alpha • 5 hours ago

Texas Pacific Land: Priced For Perfection

Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.

Seeking Alpha • Aug 11, 2026

Texas Pacific Land Q2 Earnings Call Highlights

Texas Pacific Land NYSE: TPL reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue.

MarketBeat • Aug 9, 2026

Texas Pacific Land Corporation (TPL) Q2 2026 Earnings Call Transcript

Texas Pacific Land Corporation (TPL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Texas Pacific Land Corporation Announces Second Quarter Results

DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES SECOND QUARTER RESULTS.

Business Wire • Aug 5, 2026

Texas Pacific (TPL) Tops Q2 Earnings and Revenue Estimates

Texas Pacific (TPL) came out with quarterly earnings of $2.23 per share, beating the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $1.68 per share a year ago.

Zacks Investment Research • Aug 5, 2026

America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market

I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis. The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.

Seeking Alpha • Jul 26, 2026

These 3 Stocks Are So Good, I May Never Sell Them

GE Aerospace remains a core holding despite its 40x earnings multiple, due to its dominant market position and resilient business model. I prioritize holding long-term winners with durable moats, high returns on capital, and robust reinvestment opportunities over reacting to short-term valuation concerns. GE, UNP, and TPL exemplify my "never sell" approach, each possessing unique, hard-to-replicate assets and sustainable competitive advantages.

Seeking Alpha • Jul 19, 2026

Texas Pacific Land Corporation Sets Dates for Second Quarter 2026 Earnings Release and Conference Call

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for Second Quarter 2026 Earnings Release and Conference Call.

Business Wire • Jul 15, 2026

Why Texas Pacific Land Corporation Rallied Over 50% in the First Half of 2026

Texas Pacific owns a large amount of land and royalty rights in West Texas in the Permian Basin. Aside from being a center for oil and gas development, West Texas is becoming a hub for AI infrastructure development.

The Motley Fool • Jul 13, 2026