August Lee Pfluger Ii

Pfluger purchased EPD on 2026-03-13 ($15,001–$50,000, filed 2026-04-15, 33-day lag). EPD is a large-cap midstream MLP with relatively defensive distributable cash flow. However, the position is -9.47% vs SPY since trade date. The only reason to revisit is if a new disclosure confirms accumulation or if energy infrastructure legislation (pipeline permitting reform) advances. Absent fresh filings, this is a staleness-discounted watch.

Purchased 2026-03-13 ($15,001–$50,000), -10.26% vs SPY post-trade. VNOM is a Permian Basin mineral rights royalty vehicle — natural fit for a West Texas congressman. SEC 8-K filings (2026-05-19, 2026-05-21) suggest corporate activity post-purchase, but excess return is deeply negative. No follow-on disclosure from Pfluger confirms conviction. Monitor for any additional purchases that would signal the drawdown is being bought.

KRP purchased 2026-03-13 ($15,001–$50,000), worst performer in the cluster at -13.15% vs SPY. Small-cap mineral royalty name with limited liquidity. 10-Q and 8-K filed post-purchase (2026-05-07) offer potential fundamental checkpoints, but the price action since Pfluger's disclosed trade is a clear negative signal. No subsequent accumulation disclosed.

UHALB purchased 2026-03-13 ($15,001–$50,000), no excess return data available in disclosures. U-Haul preferred shares — an unusual inclusion in an energy-heavy cluster, suggesting this may be personal portfolio diversification rather than an information-edge trade. No SEC event data linked. This is the lowest-signal disclosure in the set.