| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| EECHOSTAR CORP CLASS CLASS AECHO | 65.34% | 34.41% | $102.0M | 1.0M | $67.5M | 576,571 | +428,138+74.26% | Add | |
 | 27.65% | 19.27% | $43.2M | 1.4M | $37.8M | 1.4M | 00.00% | Unchanged | |
| EECHOSTAR CORPECHO | 6.32% | 23.55% | $9.9M | 3.2M | $46.2M | 12.9M | -9.8M-75.59% | Reduce | |
| IISHARES SILVER TRSLV | 0.69% | — | $1.1M | 20,000 | $0 | 0 | +20,000 | New Buy |
