Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 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 |
|---|---|---|---|---|
| JBG SMITH Properties | 56,426 | reported | 24 Apr 2025 | tx 5+56,426 |
| Oaktree Specialty Lending Corp | 23,500 | reported | 16 Mar 2026 | tx 23+38,834 |
| OneMain Holdings, Inc. | 18,246 | reported | 11 Feb 2026 | tx 6+18,246 |
| Revolution Acceleration Acquisition Corp | 16,000 | reported | 21 Jul 2021 | tx 2+16,000−16,000 |
| ONITY GROUP INC. | 4,424 | reported | 23 May 2023 | tx 14+433,547 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | PURCHASE | Oaktree Specialty Lending Corp | 2,500 | 10.77 USD | |
| 11 Feb 2026 | GRANT_AWARD | OneMain Holdings, Inc. | 3,243 | 0.00 USD | |
| 15 Sept 2025 | PURCHASE | Oaktree Specialty Lending Corp | 975 | 13.20 USD | |
| 15 Sept 2025 | PURCHASE | Oaktree Specialty Lending Corp | 25 | 13.19 USD | anomaly |
| 15 Sept 2025 | PURCHASE | Oaktree Specialty Lending Corp | 2,000 | 13.19 USD | |
| 07 May 2025 | PURCHASE | Oaktree Specialty Lending Corp | 2,000 | 13.33 USD | |
| 24 Apr 2025 | GRANT_AWARD | JBG SMITH Properties | 15,780 | — | deriv |
| 25 Feb 2025 | PURCHASE | Oaktree Specialty Lending Corp | 2,500 | 15.83 USD | |
| 06 Feb 2025 | GRANT_AWARD | OneMain Holdings, Inc. | 2,791 | 0.00 USD | |
| 20 Sept 2024 | PURCHASE | Oaktree Specialty Lending Corp | 95 | 16.01 USD | |
| 20 Sept 2024 | PURCHASE | Oaktree Specialty Lending Corp | 405 | 16.01 USD | |
| 20 Sept 2024 | PURCHASE | Oaktree Specialty Lending Corp | 500 | 16.01 USD | |
| 13 Aug 2024 | PURCHASE | Oaktree Specialty Lending Corp | 500 | 16.28 USD | |
| 13 Aug 2024 | PURCHASE | Oaktree Specialty Lending Corp | 834 | 16.29 USD | |
| 25 Apr 2024 | GRANT_AWARD | JBG SMITH Properties | 14,414 | — | deriv |
| 14 Feb 2024 | GRANT_AWARD | OneMain Holdings, Inc. | 3,445 | 0.00 USD | |
| 12 Feb 2024 | PURCHASE | Oaktree Specialty Lending Corp | 2,000 | 20.07 USD | |
| 23 May 2023 | GRANT_AWARD | ONITY GROUP INC. | 4,424 | 0.00 USD | deriv |
| 04 May 2023 | GRANT_AWARD | JBG SMITH Properties | 15,818 | — | deriv |
| 17 Mar 2023 | PURCHASE | Oaktree Specialty Lending Corp | 500 | 17.72 USD | |
| 16 Mar 2023 | PURCHASE | Oaktree Specialty Lending Corp | 500 | 18.19 USD | |
| 16 Mar 2023 | PURCHASE | Oaktree Specialty Lending Corp | 500 | 18.19 USD | |
| 11 Jan 2023 | GRANT_AWARD | OneMain Holdings, Inc. | 4,241 | 0.00 USD | |
| 30 Dec 2022 | PURCHASE | Oaktree Specialty Lending Corp | 3,800 | 6.96 USD | |
| 09 Dec 2022 | PURCHASE | Oaktree Specialty Lending Corp | 4,000 | 7.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 02 Mar 2022.