Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OneWater Marine Inc. | 241,776 | reported | 16 Dec 2025 | tx 75+4,726,078−3,593,657 |
| MARINEMAX INC | 58,228 | reported | 31 Oct 2006 | tx 13+17,195−6,395 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Dec 2025 | GIFT | OneWater Marine Inc. | 15,988 | 0.00 USD | |
| 16 Dec 2025 | GIFT | OneWater Marine Inc. | 15,988 | 0.00 USD | |
| 16 Dec 2025 | TAX_WITHHOLDING | OneWater Marine Inc. | 15,987 | 10.98 USD | |
| 16 Dec 2025 | GRANT_AWARD | OneWater Marine Inc. | 95,923 | 0.00 USD | |
| 01 Oct 2025 | GIFT | OneWater Marine Inc. | 27,465 | 0.00 USD | |
| 01 Oct 2025 | TAX_WITHHOLDING | OneWater Marine Inc. | 24,888 | 15.84 USD | |
| 01 Oct 2025 | GRANT_AWARD | OneWater Marine Inc. | 106,061 | 0.00 USD | |
| 01 Oct 2025 | GIFT | OneWater Marine Inc. | 27,465 | 0.00 USD | |
| 07 May 2025 | PURCHASE | OneWater Marine Inc. | 42,282 | 12.23 USD | |
| 06 May 2025 | PURCHASE | OneWater Marine Inc. | 30,200 | 12.38 USD | |
| 10 Dec 2024 | GRANT_AWARD | OneWater Marine Inc. | 43,674 | 0.00 USD | |
| 10 Dec 2024 | GIFT | OneWater Marine Inc. | 9,463 | 0.00 USD | |
| 10 Dec 2024 | GIFT | OneWater Marine Inc. | 9,463 | 0.00 USD | |
| 10 Dec 2024 | TAX_WITHHOLDING | OneWater Marine Inc. | 5,095 | 20.88 USD | |
| 30 Sept 2024 | GIFT | OneWater Marine Inc. | 14,971 | 0.00 USD | |
| 01 Oct 2024 | GIFT | OneWater Marine Inc. | 33,406 | 0.00 USD | |
| 01 Oct 2024 | TAX_WITHHOLDING | OneWater Marine Inc. | 19,619 | 23.91 USD | |
| 30 Sept 2024 | TAX_WITHHOLDING | OneWater Marine Inc. | 12,247 | 24.15 USD | |
| 01 Oct 2024 | GIFT | OneWater Marine Inc. | 33,406 | 0.00 USD | |
| 30 Sept 2024 | GIFT | OneWater Marine Inc. | 14,971 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | OneWater Marine Inc. | 42,159 | 0.00 USD | |
| 06 Sept 2024 | PURCHASE | OneWater Marine Inc. | 5,000 | 21.75 USD | first after silence |
| 10 Sept 2024 | PURCHASE | OneWater Marine Inc. | 5,000 | 21.25 USD | |
| 07 Feb 2024 | TAX_WITHHOLDING | OneWater Marine Inc. | 2,166 | 25.99 USD | |
| 14 Dec 2023 | GRANT_AWARD | OneWater Marine Inc. | 11,957 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 Sept 2024.