| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc | Stock | Buy | $15.0K–$50K | — | Self | Mar 13 '26 | Apr 16 '26 |
| UHAL | Amerco | Stock | Buy | $15.0K–$50K | +55.7% | Self | Mar 13 '26 | Apr 16 '26 |
| DMLP | Dorchester Minerals LP | Stock | Buy | $15.0K–$50K | +3.0% | Self | Mar 13 '26 | Apr 16 '26 |
| EPD | Enterprise Products Partners LP | Stock | Buy | $15.0K–$50K | +4.7% | Self | Mar 13 '26 | Apr 16 '26 |
| WBD | Warner Bros Discover Inc | Stock | Sale | $1.0K–$15K | -7.3% | Self | Feb 10 '26 | Mar 19 '26 |
| SIRI | Sirius XM Holdings Inc | Stock | Sale | $1.0K–$15K | +43.2% | Self | Jan 13 '26 | Feb 12 '26 |
| FNF | Fidelity National Financial Inc FNF Group | Stock | Sale | $1.0K–$15K | -3.6% | Self | Jan 12 '26 | Feb 12 '26 |
| LLYVK | LIBERTY MEDIA LIBERTY LIVE | Stock | Exchange | $1.0K–$15K | +16.8% | Self | Dec 16 '25 | Jan 21 '26 |
| FWONK | Formula One Group - The Liberty Media Group | Stock | Exchange | $1.0K–$15K | +1.3% | Self | Dec 16 '25 | Jan 21 '26 |