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So, on February 12th, 2026—mark your calendars, it’s a momentous occasion—Barington reported selling 143,900 shares of TriMas. That’s a substantial chunk, yes, but let’s remember they still hold 3.05% of the company. They didn’t throw the baby out with the bathwater, just…reduced the bubbles. The value of their TriMas position dipped $5.98 million during the quarter, factoring in both the sale and, naturally, the stock doing its little dance up and down. A perfectly normal routine for a publicly traded company, I assure you.

As of December 31st, this adjustment brings Chou Associates’ SiriusXM stake to 4.06% of their total 13F assets under management. A curious detail, perhaps, but the landscape of portfolio holdings is rarely defined by bold strokes alone; it is the delicate shading, the subtle shifts in emphasis, that truly reveal the strategist’s intent.

But empires, even retail ones, don’t last forever. The numbers are starting to whisper it. Growth is slowing, and the stock price? Let’s just say it’s not exactly rocketing towards the sun. This creates an opening. A small crack in the pavement where something else can grow. Two somethings, actually. Taiwan Semiconductor Manufacturing and Broadcom.

The idea is that these robots and cars will be worth…well, a lot. Trillions, eventually. The numbers get so big they lose meaning. Like trying to count all the snowflakes. It’s a distraction, really. From the fact that right now, things aren’t exactly humming along.

Palo Alto Networks, Booking Holdings, and Walmart are, at present, the objects of considerable speculation. Whether this is founded upon genuine prospect or merely the collective delusion of investors remains to be seen. A closer inspection, naturally, is in order.

The architecture of this financial construct is, shall we say, peculiar. It begins with a vast universe of American equities, then meticulously excises those lacking a decade or more of annual dividend increases – a commendable, if somewhat pedantic, exercise in historical scrutiny. REITs, those purveyors of real estate revenue, are summarily dismissed, and the top quartile of yields are deemed… insufficiently dignified. This pruning, naturally, results in a current yield of 1.55% – a figure that, while not exorbitant, possesses a certain understated respectability. It’s a yield that whispers, rather than shouts.

The share price, presently around one hundred and eighty-three, has settled into a quietude. A flatness, if you will. It lags, one observes, behind the broader semiconductor sector. A curious detail. It prompts the question, doesn’t it? Has the momentum truly exhausted itself? Or is this merely a pause, a gathering of strength before another advance?