Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICOLD REALTY TRUST | 38,422,583 | reported | 18 Sept 2018 | tx 1−16,530,191 |
| SOURCE INTERLINK COMPANIES INC | 25,305,268 | reported | 03 Oct 2008 | tx 7+3,225,000 |
| Soho House & Co Inc. | 5,849,496 | reported | 29 Jan 2026 | tx 17+100,594,440−121,385,252 |
| BARNES & NOBLE INC | 549,554 | reported | 31 May 2012 | tx 12+4,638,156−11,894,213 |
| OCCIDENTAL PETROLEUM CORP /DE/ |
| 54,000 |
| reported |
| 04 May 2009 |
| tx 6+20,000−20,000 |
| KB HOME | 16,000 | reported | 02 Apr 2009 | tx 7+95,574 |
| Morgans Hotel Group Co. | 5,500 | reported | 07 Apr 2011 | tx 1+5,500 |
| YAHOO INC | 3,575 | reported | 31 Dec 2009 | tx 13+154,575 |
4 purchases reported after at least 12 months of silence — most recent on 15 Aug 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Jan 2026 | OTHER | Soho House & Co Inc. | 4,400,000 | — | deriv |
| 15 Aug 2025 | PURCHASE | Soho House & Co Inc. | 4,400,000 | 6.00 USD | derivfirst after silence |
| 01 Sept 2021 | PURCHASE | Soho House & Co Inc. | 62,826 | 12.33 USD | |
| 01 Sept 2021 | PURCHASE | Soho House & Co Inc. | 100,000 | 12.24 USD | |
| 31 Aug 2021 | PURCHASE | Soho House & Co Inc. | 37,174 | 11.60 USD | first after silence |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 62,153,319 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 30,897,218 | — | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 40,946,444 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 46,899,423 | — | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 1,488,682 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 1,123,325 | — | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 468,823 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 353,763 | — | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 14,407,044 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 10,871,215 | — | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 1,920,940 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Soho House & Co Inc. | 1,449,496 | — | deriv |
| 18 Sept 2018 | SALE | AMERICOLD REALTY TRUST | 16,530,191 | 23.54 USD | |
| 31 May 2012 | OTHER | BARNES & NOBLE INC | 4,723,829 | 0.00 USD | |
| 31 May 2012 | OTHER | BARNES & NOBLE INC | 7,170,384 | 0.00 USD | |
| 23 May 2011 | PURCHASE | BARNES & NOBLE INC | 363,516 | 18.49 USD | |
| 23 May 2011 | PURCHASE | BARNES & NOBLE INC | 239,484 | 18.49 USD | first after silence |
| 07 Apr 2011 | GRANT_AWARD | Morgans Hotel Group Co. | 5,500 | 0.00 USD | |
| 31 Dec 2009 | GRANT_AWARD | YAHOO INC | 3,575 | — | deriv |
| 10 Nov 2009 | PURCHASE | BARNES & NOBLE INC | 415,126 | 19.60 USD | first after silence |