Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| NORTHWEST AIRLINES CORP | 520,736 | reported | 03 Jul 2004 | tx 12+175,000−153,868 |
| DELTA AIR LINES, INC. | 135,827 | reported | 15 Jul 2016 | tx 163+10,159,941−9,192,176 |
| Medtronic plc | 113,023 | reported | 02 May 2023 | tx 51+133,737−17,557 |
| UNITEDHEALTH GROUP INC | 75,000 | reported | 28 May 2007 | tx 4+400,000−10,328 |
| Redwire Corp | 25,000 | reported | 27 Nov 2020 | tx 1+25,000 |
| XCEL ENERGY INC | 3,287.67 | reported | 21 May 2004 | tx 1+3,287.67 |
| NORFOLK SOUTHERN CORP | 2,379.181 | reported | 20 May 2026 | tx 30+10,260.082 |
| MEDTRONIC INC | 0 | reported | 26 Jan 2015 | tx 41+60,473.653−77,738.86 |
5 purchases reported after at least 12 months of silence — most recent on 29 May 2024.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 6.522 | 311.84 USD | deriv |
| 20 May 2026 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 10.141 | 315.38 USD | deriv |
| 20 Feb 2026 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 5.41 | 316.23 USD | deriv |
| 20 Feb 2026 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 10.09 | 315.72 USD | deriv |
| 30 Jan 2026 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 968 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 232.06 | 288.72 USD | deriv |
| 20 Nov 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 4.69 | 280.22 USD | deriv |
| 20 Nov 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 6.67 | 282.86 USD | deriv |
| 27 Oct 2025 | PURCHASE | NORFOLK SOUTHERN CORP | 2,600 | 281.86 USD | |
| 30 Sept 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 183.08 | 300.41 USD | deriv |
| 20 Aug 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 6.48 | 286.87 USD | deriv |
| 20 Aug 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 3.99 | 285.49 USD | deriv |
| 31 Jul 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 200 | — | deriv |
| 20 May 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 3.35 | 244.08 USD | deriv |
| 20 May 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 6.48 | 243.94 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 147.77 | 236.85 USD | deriv |
| 20 Feb 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 6.34 | 248.01 USD | deriv |
| 20 Feb 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 2.47 | 249.41 USD | deriv |
| 30 Jan 2025 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 700 | — | deriv |
| 31 Dec 2024 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 149.13 | 234.70 USD | deriv |
| 13 Dec 2024 | PURCHASE | NORFOLK SOUTHERN CORP | 200 | 248.69 USD | |
| 13 Dec 2024 | PURCHASE | NORFOLK SOUTHERN CORP | 200 | 248.61 USD | |
| 20 Nov 2024 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 2.4 | 259.89 USD | deriv |
| 20 Nov 2024 | GRANT_AWARD | NORFOLK SOUTHERN CORP | 1.59 | 258.93 USD | deriv |
| 24 Oct 2024 | PURCHASE | NORFOLK SOUTHERN CORP | 1,000 | 257.85 USD |