In short: Q2 2026 earnings: "results were as expected." (Dividend Portfolio holding.)
In short: Holding; no major news this month (Dividend Portfolio).
In short: New AIA Dividend Portfolio addition — buys producing oil & gas wells (no exploration, no drilling), hedges, and returns the cash: targeting a 13% growing dividend (his "dripping roast"); 47% average one-year OPEX improvement on acquired fields; the $83M Canyon Creek deal should lift the dividend $1.35→$1.50. The warrants (idea: "Triples Special Situations Investing") are a higher-risk multi-bagger kicker he also owns.
Presidio doesn't hunt for oil — it buys wells that are already pumping from owners who run them poorly, then squeezes more cash out of them (it cut operating costs on acquired fields by 47% on average within a year). It locks in prices ahead of time ("hedging" — selling future production at today's prices so a crash doesn't hurt), and hands the predictable cash to shareholders as a dividend targeting about 13% a year, which management intends to grow.
Polomny calls this a "dripping roast" — a holding that steadily drips income while you wait, with a kicker: if the dividend grows, the share price should follow. The just-signed $83M Canyon Creek acquisition is the model in action (expected to lift the annual dividend from $1.35 to $1.50). Main risk: wells naturally deplete ~8% a year, so the company must keep finding good acquisitions just to stand still. He also owns the warrants — a leveraged side-bet on the same company that could multiply if things go well but can expire worthless.
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