Owner’s Quick Update for October 11, 2025

Recent Acquisitions and Adjustments

Just a couple of quick updates. I made 2 new acquisitions, adding Ring Energy Inc. (REI) and Factset Research Systems, Inc. (FDS). I also made a few adjustments, adding even more PETS after the share price dropped even more, adding a little more MOV, and trimming a little LNC.

Lastly, I received dividend payments from DOLE and JAKK.

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