Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Och-Ziff Capital Management Group LLC | 19,977,012 | reported | 05 Jan 2017 | tx 2+1,027,020 |
| LAMAR ADVERTISING CO/NEW | 8,063,296 | reported | 04 Sept 2012 | tx 9−912,157 |
| Barnes & Noble Education, Inc. | 6,237,976 | reported | 03 Jan 2018 | tx 17+254,659−1,762,880 |
| Camping World Holdings, Inc. | 3,108,808 | reported | 27 Sept 2024 | tx 8+874,459−2,000,000 |
| ARBITRON INC | 2,665,988 | reported | 13 Sept 2012 | tx 19−684,621 |
| LITHIA MOTORS INC | 2,226,067 | reported | 24 Oct 2019 | tx 3+10−73,943 |
| ASBURY AUTOMOTIVE GROUP INC | 2,162,992 | reported | 30 Jul 2025 | tx 1+46,952 |
| Engility Holdings, Inc. | 1,837,486 | reported | 28 Oct 2013 | tx 7+110,675−500 |
| iHeartMedia, Inc. | 222,602 | reported | 01 May 2019 | tx 3+252,333−16,761,917 |
4 purchases reported after at least 12 months of silence — most recent on 30 Jul 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jul 2025 | PURCHASE | ASBURY AUTOMOTIVE GROUP INC | 46,952 | 225.16 USD | first after silence |
| 27 Sept 2024 | SALE | Camping World Holdings, Inc. | 2,000,000 | 23.90 USD | |
| 24 Oct 2019 | SALE | LITHIA MOTORS INC | 73,933 | 152.42 USD | |
| 27 Aug 2019 | GIFT | LITHIA MOTORS INC | 10 | 0.00 USD | |
| 16 Aug 2019 | PURCHASE | LITHIA MOTORS INC | 10 | 126.55 USD | anomaly |
| 10 Oct 2019 | PURCHASE | Camping World Holdings, Inc. | 47,682 | 7.92 USD | |
| 09 Oct 2019 | PURCHASE | Camping World Holdings, Inc. | 17,300 | 7.90 USD | |
| 08 Oct 2019 | PURCHASE | Camping World Holdings, Inc. | 585,200 | 7.93 USD | |
| 29 May 2019 | PURCHASE | Camping World Holdings, Inc. | 45,618 | 11.02 USD | |
| 24 May 2019 | PURCHASE | Camping World Holdings, Inc. | 7,114 | 11.04 USD | |
| 28 May 2019 | PURCHASE | Camping World Holdings, Inc. | 127,077 | 11.04 USD | |
| 23 May 2019 | PURCHASE | Camping World Holdings, Inc. | 44,468 | 11.04 USD | first after silence |
| 01 May 2019 | OTHER | iHeartMedia, Inc. | 16,761,917 | — | |
| 01 May 2019 | GRANT_AWARD | iHeartMedia, Inc. | 222,602 | — | |
| 01 May 2019 | GRANT_AWARD | iHeartMedia, Inc. | 29,731 | — | deriv |
| 02 Jan 2018 | SALE | Barnes & Noble Education, Inc. | 289,289 | 8.49 USD | |
| 03 Jan 2018 | SALE | Barnes & Noble Education, Inc. | 12,443 | 8.31 USD | |
| 29 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 52,719 | 8.28 USD | |
| 26 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 57,244 | 8.49 USD | |
| 28 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 2,300 | 8.32 USD | |
| 27 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 70,121 | 8.53 USD | |
| 15 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 85,292 | 8.26 USD | |
| 18 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 54,409 | 8.59 USD | |
| 14 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 100,041 | 8.45 USD | |
| 07 Dec 2017 | SALE | Barnes & Noble Education, Inc. | 260,368 | 7.99 USD |