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 |
|---|---|---|---|---|
| Clear Channel Outdoor Holdings, Inc. | 50,471,580 | reported | 13 Oct 2022 | tx 2+400,000 |
| Frontier Communications Parent, Inc. | 37,537,847 | reported | 25 Nov 2024 | tx 7+569,840−588,824 |
| AZEK Co Inc. | 19,096,090 | reported | 01 Jun 2021 | tx 1−8,625,000 |
| California Resources Corp | 10,480,308 | reported | 04 Jan 2022 | tx 7−3,547,979 |
| M III Acquisition Corp. | 67,690 | reported | 09 May 2022 | tx 15+19,571,777−6,521,209.5 |
| Rice Acquisition Corp. | 1,877 | reported | 25 Mar 2022 | tx 12+15,674,346−47,023,038 |
1 purchase reported after at least 12 months of silence — most recent on 12 Oct 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Nov 2024 | SALE | Frontier Communications Parent, Inc. | 227,902 | 34.82 USD | |
| 25 Nov 2024 | SALE | Frontier Communications Parent, Inc. | 360,922 | 34.88 USD | |
| 15 Sept 2023 | PURCHASE | Frontier Communications Parent, Inc. | 100,000 | 14.79 USD | |
| 28 Aug 2023 | PURCHASE | Frontier Communications Parent, Inc. | 7,397 | 14.94 USD | |
| 23 Aug 2023 | PURCHASE | Frontier Communications Parent, Inc. | 33,275 | 15.18 USD | |
| 22 Aug 2023 | PURCHASE | Frontier Communications Parent, Inc. | 179,168 | 15.17 USD | |
| 25 Apr 2023 | PURCHASE | Frontier Communications Parent, Inc. | 250,000 | 21.56 USD | |
| 12 Oct 2022 | PURCHASE | Clear Channel Outdoor Holdings, Inc. | 200,000 | 1.63 USD | first after silence |
| 13 Oct 2022 | PURCHASE | Clear Channel Outdoor Holdings, Inc. | 200,000 | 1.59 USD | |
| 09 May 2022 | GRANT_AWARD | M III Acquisition Corp. | 3,149 | 0.00 USD | |
| 25 Mar 2022 | OTHER | Rice Acquisition Corp. | 14,942,643 | 0.00 USD | |
| 25 Mar 2022 | SALE | Rice Acquisition Corp. | 14,942,643 | 17.04 USD | |
| 25 Mar 2022 | CONVERSION | Rice Acquisition Corp. | 14,942,643 | 0.00 USD | |
| 25 Mar 2022 | CONVERSION | Rice Acquisition Corp. | 14,942,643 | 0.00 USD | deriv |
| 03 Jan 2022 | SALE | California Resources Corp | 175,000 | 43.55 USD | |
| 04 Jan 2022 | SALE | California Resources Corp | 175,000 | 44.80 USD | |
| 17 Dec 2021 | SALE | California Resources Corp | 3,073 | 42.50 USD | anomaly |
| 15 Dec 2021 | SALE | California Resources Corp | 50,000 | 42.67 USD | |
| 16 Dec 2021 | SALE | California Resources Corp | 63,108 | 43.27 USD | |
| 30 Nov 2021 | CONVERSION | Rice Acquisition Corp. | 250,901 | 0.00 USD | |
| 30 Nov 2021 | OTHER | Rice Acquisition Corp. | 250,901 | 0.00 USD | |
| 30 Nov 2021 | OTHER | Rice Acquisition Corp. | 250,901 | 17.65 USD | |
| 30 Nov 2021 | CONVERSION | Rice Acquisition Corp. | 250,901 | 0.00 USD | deriv |
| 10 Nov 2021 | OTHER | Rice Acquisition Corp. | 480,802 | 0.00 USD | |
| 10 Nov 2021 | OTHER | Rice Acquisition Corp. | 480,802 | 17.65 USD |