Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LENNAR CORP /NEW/ | 2,076,060 | reported | 28 Feb 2023 | tx 106+4,087,516−2,148,896 |
| WEYERHAEUSER CO | 31,874 | reported | 15 May 2026 | tx 4+31,796−60.55 |
| EAGLE MATERIALS INC | 23,331 | reported | 04 Aug 2025 | tx 12+25,401 |
| Five Point Holdings, LLC | 10,008 | reported | 22 Mar 2019 | tx 4+48,606−8,598 |
| Ferguson Enterprises Inc. /DE/ | 4,818 | reported | 06 May 2026 | tx 8+4,818 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | WEYERHAEUSER CO | 7,832 | 0.00 USD | |
| 09 May 2026 | TAX_WITHHOLDING | WEYERHAEUSER CO | 60.55 | 23.53 USD | |
| 06 May 2026 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 751 | 0.00 USD | |
| 30 Apr 2026 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 2 | 0.00 USD | |
| 19 Feb 2026 | PURCHASE | WEYERHAEUSER CO | 20,000 | 25.70 USD | first after silence |
| 10 Dec 2025 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 331 | 0.00 USD | |
| 03 Dec 2025 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 15 | 0.00 USD | |
| 14 Nov 2025 | GRANT_AWARD | WEYERHAEUSER CO | 3,964 | 0.00 USD | |
| 04 Aug 2025 | GRANT_AWARD | EAGLE MATERIALS INC | 1,290 | 0.00 USD | |
| 11 Dec 2024 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 923 | 0.00 USD | |
| 11 Dec 2024 | PURCHASE | Ferguson Enterprises Inc. /DE/ | 2,500 | 193.69 USD | first after silence |
| 05 Dec 2024 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 1 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Ferguson Enterprises Inc. /DE/ | 295 | — | |
| 01 Aug 2024 | GRANT_AWARD | EAGLE MATERIALS INC | 1,100 | 0.00 USD | |
| 07 Aug 2023 | GRANT_AWARD | EAGLE MATERIALS INC | 1,507 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | LENNAR CORP /NEW/ | 88,538 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | LENNAR CORP /NEW/ | 28,313 | 96.74 USD | |
| 28 Feb 2023 | GRANT_AWARD | LENNAR CORP /NEW/ | 239,825 | 0.00 USD | |
| 28 Feb 2023 | TAX_WITHHOLDING | LENNAR CORP /NEW/ | 72,142 | 96.74 USD | |
| 17 Nov 2022 | GRANT_AWARD | LENNAR CORP /NEW/ | 77,470 | 0.00 USD | |
| 05 Aug 2022 | GRANT_AWARD | EAGLE MATERIALS INC | 2,250 | 0.00 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | LENNAR CORP /NEW/ | 85,231 | 89.88 USD | |
| 28 Feb 2022 | GRANT_AWARD | LENNAR CORP /NEW/ | 104,891 | 0.00 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | LENNAR CORP /NEW/ | 36,356 | 89.88 USD | |
| 28 Feb 2022 | GRANT_AWARD | LENNAR CORP /NEW/ | 184,780 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 19 Feb 2026.