Transactions
38
Total transactions associated with this filer
Disclosed purchases
14
$98.0K – $420.0K
Average modeled return
+38.2%
11 of 14 purchases modeled
Average vs. S&P 500
-20.5%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
11 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
11 of 14 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 13, 2026 | Nov 6, 2026 | +16.5% | +11.9% | +4.6% |
| KRP | Kimbell Royalty Partners, LP | Mar 13, 2026 | Nov 6, 2026 | +11.9% | +11.9% | -0.0% |
| DMLP | DORCHESTER MINERALS, L.P. | Mar 13, 2026 | Nov 6, 2026 | +8.9% | +11.9% | -3.0% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Mar 13, 2026 | Nov 6, 2026 | +3.1% | +11.9% | -8.8% |
| FUND | SPROTT FOCUS TRUST INC. | Mar 31, 2021 | Nov 6, 2026 | +90.5% | +99.6% | -9.2% |
| FUND | SPROTT FOCUS TRUST INC. | Mar 31, 2021 | Nov 6, 2026 | +90.5% | +99.6% | -9.2% |
| VNOM | Viper Energy, Inc. | Mar 13, 2026 | Nov 6, 2026 | -5.4% | +11.9% | -17.3% |
| ICE | Intercontinental Exchange, Inc. | Mar 31, 2021 | Nov 6, 2026 | +65.7% | +99.6% | -34.0% |
| ICE | Intercontinental Exchange, Inc. | Mar 31, 2021 | Nov 6, 2026 | +65.7% | +99.6% | -34.0% |
| FNF | Fidelity National Financial, Inc. | Mar 31, 2021 | Nov 6, 2026 | +44.9% | +99.6% | -54.7% |
| WBD | WARNER BROS DISCOVERY IN | Apr 18, 2022 | Oct 5, 2026 | +28.1% | +87.9% | -59.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 38 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Aug 20, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| LBRDK | Liberty Broadband Corporation - Class C Common Sto | Aug 20, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Aug 20, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| LBRDK | Liberty Broadband Corporation - Class C Common Sto | Aug 20, 2026 | exchange | $1.0K – $15.0K | Filing ↗ |
| DMLP | DORCHESTER MINERALS, L.P. | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| KRP | Kimbell Royalty Partners, LP | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| BRK-B | BERKSHIRE HATHAWAY INC | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| VNOM | Viper Energy, Inc. | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| UHAL.B | Amerco - Series N Non-Voting (UHALB) | Mar 13, 2026 | purchase | $15.0K – $50.0K | Filing ↗ |
| WBD | WARNER BROS DISCOVERY IN | Feb 10, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| SIRI | SIRIUS XM HOLDINGS INC. | Jan 13, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| FNF | Fidelity National Financial, Inc. | Jan 12, 2026 | sale | $1.0K – $15.0K | Filing ↗ |
| LLYVK | Liberty Live Holdings, Inc. | Dec 16, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| FWONK | Liberty Media Corp | Dec 16, 2025 | exchange | $1.0K – $15.0K | Filing ↗ |
| SIRI | SIRIUS XM HOLDINGS INC. | Jul 1, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| LLYVK | Liberty Live Holdings, Inc. | Jul 1, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| DIS | Walt Disney Co | Jul 1, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| WBD | WARNER BROS DISCOVERY IN | Jan 13, 2025 | sale | $1.0K – $15.0K | Filing ↗ |
| SIRI | SIRIUS XM HOLDINGS INC. | Sep 10, 2024 | exchange | $1.0K – $15.0K | Filing ↗ |
| SIRI | SIRIUS XM HOLDINGS INC. | Sep 10, 2024 | exchange | $1.0K – $15.0K | Filing ↗ |
| LSXMK | Liberty Media Corporation - Series C Liberty Siriu | Apr 12, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| MSFT | MICROSOFT CORP | Apr 12, 2022 | sale | $15.0K – $50.0K | Filing ↗ |
| WBD | WARNER BROS DISCOVERY IN | Apr 12, 2022 | purchase | $1.0K – $15.0K | Filing ↗ |
| WBD | WARNER BROS DISCOVERY IN | Apr 11, 2022 | exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075620 | 46 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians