Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| Groupon, Inc. | 101,676 | reported | 12 Aug 2025 | tx 27+515,437−21,797 |
| Blackstone Secured Lending Fund | 25,107 | reported | 12 May 2026 | tx 10+17,234.95 |
| Lucky Strike Entertainment Corp | 14,806 | reported | 09 Dec 2025 | tx 11+65,309 |
| Blackstone Private Credit Fund | 8,011 | reported | 19 Jun 2025 | tx 2+5,983 |
| Redfin Corp | 0 | reported | 01 Jul 2025 | tx 30+180,476−247,142 |
| NewPage Holdings Inc. | 0 | reported | 07 Jan 2015 | tx 6+281−3,555 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | PURCHASE | Blackstone Secured Lending Fund | 2,095 | 23.80 USD | |
| 09 Dec 2025 | GRANT_AWARD | Lucky Strike Entertainment Corp | 14,806 | 0.00 USD | deriv |
| 08 Dec 2025 | PURCHASE | Lucky Strike Entertainment Corp | 520 | 8.47 USD | |
| 06 Oct 2025 | PURCHASE | Blackstone Secured Lending Fund | 3,760 | 26.63 USD | |
| 12 Aug 2025 | SALE | Groupon, Inc. | 3,055 | 31.64 USD | |
| 01 Jul 2025 | OTHER | Redfin Corp | 84,238 | — | |
| 01 Jul 2025 | OTHER | Redfin Corp | 66,666 | 0.00 USD | deriv |
| 26 Jun 2025 | EXERCISE | Redfin Corp | 17,080 | — | |
| 26 Jun 2025 | EXERCISE | Redfin Corp | 17,080 | 0.00 USD | deriv |
| 09 Jun 2025 | EXERCISE | Redfin Corp | 25,423 | — | |
| 09 Jun 2025 | EXERCISE | Redfin Corp | 25,423 | 0.00 USD | deriv |
| 17 Jun 2025 | GRANT_AWARD | Redfin Corp | 17,080 | 0.00 USD | deriv |
| 19 Jun 2025 | PURCHASE | Blackstone Private Credit Fund | 1,983 | 25.21 USD | |
| 12 Jun 2025 | GRANT_AWARD | Groupon, Inc. | 12,325 | 32.33 USD | |
| 12 Jun 2025 | EXERCISE | Groupon, Inc. | 12,325 | 0.00 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | Groupon, Inc. | 6,174 | 0.00 USD | deriv |
| 13 May 2025 | PURCHASE | Blackstone Secured Lending Fund | 1,626 | 30.78 USD | |
| 10 Mar 2025 | PURCHASE | Lucky Strike Entertainment Corp | 167 | 9.80 USD | |
| 10 Dec 2024 | GRANT_AWARD | Lucky Strike Entertainment Corp | 10,727 | 0.00 USD | |
| 09 Dec 2024 | PURCHASE | Lucky Strike Entertainment Corp | 140 | 11.96 USD | |
| 09 Sept 2024 | PURCHASE | Lucky Strike Entertainment Corp | 140 | 12.17 USD | |
| 05 Aug 2024 | SALE | Groupon, Inc. | 4,583 | 11.35 USD | |
| 16 Jun 2024 | EXERCISE | Redfin Corp | 16,819 | — | |
| 16 Jun 2024 | EXERCISE | Redfin Corp | 16,819 | 0.00 USD | deriv |
| 12 Jun 2024 | GRANT_AWARD | Groupon, Inc. | 12,325 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 11 Mar 2024.