Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 146 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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 784,549,933 | reported | 07 Oct 2024 | tx 27+13,584,301−127,706,326 |
| WELLS FARGO & COMPANY/MN | 497,165,023 | reported | 12 Apr 2017 | tx 3−7,134,447 |
| OCCIDENTAL PETROLEUM CORP /DE/ | 255,281,524 | reported | 17 Jun 2024 | tx 90+144,787,650 |
| US BANCORP \DE\ | 150,516,105 | reported | 12 May 2020 | tx 3−497,786 |
| SIRIUS XM HOLDINGS INC. | 119,776,692 | reported | 03 Feb 2025 | tx 13+10,836,022 |
| HP INC | 97,854,605 | reported | 03 Oct 2023 | tx 4−7,681,931 |
| Bank of New York Mellon Corp | 88,168,202 | reported | 08 Apr 2020 | tx 3−869,103 |
| Phillips 66 | 75,550,745 | reported | 12 Feb 2016 | tx 45+12,576,512 |
| DAVITA INC. | 28,880,209 | reported | 01 May 2026 | tx 78+5,933,811−4,606,881 |
| MOODYS CORP /DE/ | 25,293,539 | reported | 06 May 2013 | tx 6−1,745,157 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | SALE | DAVITA INC. | 1,220,376 | 149.84 USD | |
| 14 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 59,411 | 83.79 USD | |
| 15 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 18,125 | 84.04 USD | |
| 16 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 7,685 | 83.72 USD | |
| 06 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 20,226 | 83.48 USD | |
| 07 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 44,100 | 81.22 USD | |
| 13 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 30,643 | 82.78 USD | |
| 12 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 66,568 | 83.27 USD | |
| 08 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 65,071 | 82.25 USD | |
| 09 Jan 2026 | SALE | Liberty Live Holdings, Inc. | 18,689 | 82.40 USD | |
| 27 Oct 2025 | SALE | DAVITA INC. | 401,514 | 135.36 USD | |
| 31 Jul 2025 | SALE | DAVITA INC. | 1,635,962 | 140.61 USD | |
| 30 Jul 2025 | SALE | VERISIGN INC/CA | 4,300,000 | 282.15 USD | |
| 08 May 2025 | SALE | DAVITA INC. | 1,145,938 | 147.11 USD | |
| 11 Feb 2025 | SALE | DAVITA INC. | 203,091 | 156.01 USD | |
| 30 Jan 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 751,141 | 22.79 USD | |
| 31 Jan 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 840,000 | 23.62 USD | |
| 03 Feb 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 433,079 | 23.49 USD | |
| 03 Feb 2025 | PURCHASE | SIRIUS XM HOLDINGS INC. | 283,899 | 24.05 USD | |
| 31 Dec 2024 | PURCHASE | VERISIGN INC/CA | 1,621 | 204.83 USD | |
| 02 Jan 2025 | PURCHASE | VERISIGN INC/CA | 5,879 | 204.84 USD | |
| 03 Jan 2025 | PURCHASE | VERISIGN INC/CA | 800 | 204.94 USD | |
| 03 Jan 2025 | PURCHASE | VERISIGN INC/CA | 11,744 | 204.61 USD | |
| 27 Dec 2024 | PURCHASE | VERISIGN INC/CA | 4,751 | 204.19 USD | |
| 27 Dec 2024 | PURCHASE | VERISIGN INC/CA | 17,932 | 203.79 USD |
5 purchases reported after at least 12 months of silence — most recent on 01 Nov 2021.