What smart money is saying about San Juan Basin Royalty Trust
1 fund in our archive has pitched San Juan Basin Royalty Trust — most recently Horizon Kinetics in March 2025.
San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest carved out of Southland's oil and natural gas interests (the Subject Interests) in properties located in the San Juan Basin in northwestern New Mexico. The Subject Interests consist of working interests, royalty interests, overriding royalty interests, and other contractual rights in 119,000 net producing acres in San Juan, Rio Arriba, and Sandoval Counties of northwestern New Mexico, as well as 1,140.0 net wells. BBVA USA serves as the trustee of the San Juan Basin Royalty Trust. The company was founded in 1980 and is based in Houston, Texas.
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Fund coverage · 1 thesis
- Horizon KineticsMarch 2025
San Juan Basin Royalty Trust is undervalued due to its current lack of distributions, but potential significant production growth and favorable market conditions could lead to lucrative returns for patient investors.
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