| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 55.55% | — | $8.4M | 59,000 | $0 | 0 | +59,000 | New Buy | |
| CCHEWY INC CL ACHWY | 31.33% | — | $4.7M | 175,000 | $0 | 0 | +175,000 | New Buy | |
 | 8.34% | — | $1.3M | 23,800 | $0 | 0 | +23,800 | New Buy | |
| TTERAWULF INC COMWULF | 4.79% | — | $722,000 | 50,000 | $0 | 0 | +50,000 | New Buy |
