Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| RAIT INVESTMENT TRUST | 1,134,514 | reported | 14 Feb 2019 | tx 17+180,172−2,400 |
| PhenixFIN Corp | 248,248 | reported | 03 Mar 2026 | tx 14+47,168−7,773 |
| BEVERLY HILLS BANCORP INC | 0 | reported | 04 Dec 2008 | tx 3+60,000−982,819 |
| NOVASTAR FINANCIAL INC | 0 | reported | 30 Dec 2021 | tx 31+5,568,246−5,753,222 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | PURCHASE | PhenixFIN Corp | 11,500 | 42.56 USD | |
| 17 Jun 2025 | PURCHASE | PhenixFIN Corp | 315 | 48.64 USD | |
| 17 Jun 2025 | PURCHASE | PhenixFIN Corp | 167 | 49.87 USD | first after silence |
| 17 Jun 2025 | PURCHASE | PhenixFIN Corp | 157 | 50.04 USD | |
| 23 Apr 2025 | GIFT | PhenixFIN Corp | 200 | 0.00 USD | |
| 20 Nov 2024 | GIFT | PhenixFIN Corp | 6,934 | 0.00 USD | |
| 15 Jun 2023 | PURCHASE | PhenixFIN Corp | 1,275 | 36.27 USD | |
| 14 Jun 2023 | PURCHASE | PhenixFIN Corp | 2,702 | 35.63 USD | |
| 15 Jun 2023 | PURCHASE | PhenixFIN Corp | 12,126 | 36.99 USD | |
| 14 Jun 2023 | PURCHASE | PhenixFIN Corp | 501 | 34.97 USD | |
| 01 Mar 2023 | PURCHASE | PhenixFIN Corp | 5,105 | 38.90 USD | |
| 28 Feb 2023 | PURCHASE | PhenixFIN Corp | 1,850 | 38.60 USD | |
| 21 Feb 2023 | PURCHASE | PhenixFIN Corp | 11,700 | 38.28 USD | first after silence |
| 21 Feb 2023 | PURCHASE | PhenixFIN Corp | 409 | 38.28 USD | |
| 30 Dec 2021 | OTHER | NOVASTAR FINANCIAL INC | 250,000 | 0.00 USD | |
| 08 Mar 2021 | SALE | NOVASTAR FINANCIAL INC | 250,000 | 0.08 USD | |
| 31 Aug 2020 | SALE | NOVASTAR FINANCIAL INC | 522,695 | 0.02 USD | |
| 28 Aug 2020 | SALE | NOVASTAR FINANCIAL INC | 518,971 | 0.02 USD | |
| 11 Jun 2020 | SALE | NOVASTAR FINANCIAL INC | 372,308 | 0.02 USD | |
| 10 Jun 2020 | SALE | NOVASTAR FINANCIAL INC | 1,404,048 | 0.02 USD | |
| 11 Jun 2020 | SALE | NOVASTAR FINANCIAL INC | 208,545 | 0.02 USD | |
| 01 Oct 2019 | GRANT_AWARD | NOVASTAR FINANCIAL INC | 500,000 | 0.00 USD | |
| 14 Feb 2019 | PURCHASE | RAIT INVESTMENT TRUST | 30,000 | 3.00 USD | |
| 18 Dec 2018 | PURCHASE | RAIT INVESTMENT TRUST | 12,550 | 2.38 USD | |
| 18 Dec 2018 | PURCHASE | RAIT INVESTMENT TRUST | 9,200 | 2.62 USD |
2 purchases reported after at least 12 months of silence — most recent on 17 Jun 2025.