Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 45 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 |
|---|---|---|---|---|
| INTEGRATED SURGICAL SYSTEMS INC | 1,457,514 | reported | 16 May 2023 | tx 4+52,648 |
| TRANSACT TECHNOLOGIES INC | 1,112,633 | reported | 11 Nov 2022 | tx 4+34,067 |
| SYNCHRONOSS TECHNOLOGIES INC | 1,048,741 | reported | 19 Aug 2024 | tx 11+603,332−263,807 |
| Andina II Holdco Corp. | 1,038,526 | reported | 11 Oct 2022 | tx 2+15,866 |
| Eos Energy Enterprises, Inc. | 88,793 | reported | 13 Nov 2020 | tx 5+1,176,809−2,050,000 |
| Babcock & Wilcox Enterprises, Inc. | 36,075 | reported | 15 May 2023 | tx 17+6,722,574−1,541,666.7 |
| ALTA EQUIPMENT GROUP INC. | 0 | reported | 08 Feb 2024 | tx 30+513,221−3,939,763 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 55,473 | 11.89 USD | |
| 16 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 23,290 | 11.83 USD | |
| 19 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 40,713 | 12.12 USD | |
| 12 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 30,867 | 11.48 USD | |
| 13 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 51,774 | 11.49 USD | |
| 14 Aug 2024 | SALE | SYNCHRONOSS TECHNOLOGIES INC | 61,690 | 11.73 USD | |
| 07 Feb 2024 | SALE | ALTA EQUIPMENT GROUP INC. | 307,679 | 11.00 USD | |
| 07 Feb 2024 | SALE | ALTA EQUIPMENT GROUP INC. | 2,449,629 | 11.00 USD | |
| 08 Feb 2024 | SALE | ALTA EQUIPMENT GROUP INC. | 852,455 | 11.00 USD | |
| 13 Nov 2023 | PURCHASE | SYNCHRONOSS TECHNOLOGIES INC | 25,000 | 0.45 USD | |
| 10 Nov 2023 | PURCHASE | SYNCHRONOSS TECHNOLOGIES INC | 544,972 | 0.45 USD | |
| 04 Aug 2023 | SALE | ALTA EQUIPMENT GROUP INC. | 330,000 | 16.25 USD | |
| 16 May 2023 | PURCHASE | INTEGRATED SURGICAL SYSTEMS INC | 50,000 | 3.57 USD | |
| 15 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 2,188 | 5.48 USD | |
| 15 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 2,188 | 5.48 USD | |
| 15 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 22,179 | 5.48 USD | |
| 12 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 75,000 | 5.43 USD | |
| 15 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 2,193 | 5.48 USD | |
| 15 May 2023 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 2,342 | 5.48 USD | |
| 29 Nov 2022 | PURCHASE | Babcock & Wilcox Enterprises, Inc. | 500,000 | 4.46 USD | |
| 11 Nov 2022 | PURCHASE | TRANSACT TECHNOLOGIES INC | 24,788 | 5.15 USD | |
| 08 Nov 2022 | PURCHASE | TRANSACT TECHNOLOGIES INC | 1,100 | 4.00 USD | |
| 09 Nov 2022 | PURCHASE | TRANSACT TECHNOLOGIES INC | 185 | 4.00 USD | |
| 31 Oct 2022 | PURCHASE | TRANSACT TECHNOLOGIES INC | 7,994 | 3.95 USD | |
| 11 Oct 2022 | PURCHASE | Andina II Holdco Corp. | 5,866 | 12.60 USD |