Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Bumble Inc. | 25,675,461 | reported | 03 Dec 2023 | tx 8−7,204,247 |
| Legence Corp. | 25,162,794 | reported | 08 Jan 2026 | tx 5+780,121−2,820,568 |
| Alight, Inc. / Delaware | 14,344,506 | reported | 06 Mar 2023 | tx 7+14,261,397−57,085,446 |
| C&J Energy Services Ltd. | 5,020,635 | reported | 07 Sept 2017 | tx 1−1,500,000 |
| Ranpak Holdings Corp. | 4,375,852 | reported | 04 Sept 2020 | tx 4+563,200−2,560,000 |
| Cryoport, Inc. | 1,454,459 | reported | 09 Jun 2021 | tx 2−500,000 |
| Praxis Precision Medicines, Inc. | 907,378 | reported | 20 Oct 2020 | tx 12+7,800,553−16,692,818 |
| Finance of America Companies Inc. | 385,855 | reported | 04 Dec 2025 | tx 5−4,014,909 |
| Galera Therapeutics, Inc. | 301,001 | reported | 12 Nov 2019 | tx 12+1,678,984−7,255,758 |
| La Quinta Holdings Inc. | 194,104 | reported | 30 Mar 2015 | tx 15−20,750,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Jan 2026 | SALE | Legence Corp. | 480,205 | 45.00 USD | |
| 08 Jan 2026 | SALE | Legence Corp. | 780,121 | 45.00 USD | |
| 08 Jan 2026 | CONVERSION | Legence Corp. | 780,121 | — | |
| 08 Jan 2026 | CONVERSION | Legence Corp. | 780,121 | — | |
| 08 Jan 2026 | CONVERSION | Legence Corp. | 780,121 | — | deriv |
| 04 Dec 2025 | SALE | Finance of America Companies Inc. | 1,208,126 | 10.00 USD | |
| 04 Dec 2025 | SALE | Finance of America Companies Inc. | 2,161 | 10.00 USD | |
| 04 Dec 2025 | SALE | Finance of America Companies Inc. | 385,855 | 10.00 USD | |
| 04 Dec 2025 | SALE | Finance of America Companies Inc. | 2,404,961 | 10.00 USD | deriv |
| 04 Dec 2025 | SALE | Finance of America Companies Inc. | 13,806 | 10.00 USD | deriv |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 21,116,125 | 5.00 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 1,041,402 | 13.88 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 174,717 | 13.88 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 2,404,006 | 13.88 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 390,270 | 13.88 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 1,706 | 13.88 USD | |
| 03 Dec 2023 | SALE | Bumble Inc. | 6,222 | 13.88 USD | deriv |
| 03 Dec 2023 | SALE | Bumble Inc. | 28,493 | 13.88 USD | deriv |
| 03 Dec 2023 | SALE | Bumble Inc. | 3,157,431 | 13.88 USD | deriv |
| 14 Jun 2023 | PURCHASE | Altus Power, Inc. | 45,000 | 5.47 USD | |
| 08 Jun 2023 | PURCHASE | Altus Power, Inc. | 57,000 | 5.25 USD | first after silence |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 13,971,851 | 8.71 USD | |
| 06 Mar 2023 | OTHER | Alight, Inc. / Delaware | 14,261,397 | 0.00 USD | |
| 06 Mar 2023 | CONVERSION | Alight, Inc. / Delaware | 14,261,397 | — | |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 13,983,894 | 8.71 USD |
2 purchases reported after at least 12 months of silence — most recent on 08 Jun 2023.