Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Castlewood Holdings LTD | 0 | reported | 02 Jul 2025 | tx 31+5,828.79−10,113.12 |
| MAX RE CAPITAL LTD | 0 | reported | 01 May 2013 | tx 19+941,762.88−13,602,382.11 |
| HireRight Holdings Corp | 0 | reported | 28 Jun 2024 | tx 26+1,978,519−18,526,601 |
| Focus Financial Partners Inc. | 0 | reported | 31 Aug 2023 | tx 9+9,898,270−31,292,741 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jul 2025 | OTHER | Castlewood Holdings LTD | 10,113.12 | 0.00 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Castlewood Holdings LTD | 106.64 | 316.48 USD | deriv |
| 28 Jun 2024 | OTHER | HireRight Holdings Corp | 31,602 | 14.35 USD | |
| 28 Jun 2024 | OTHER | HireRight Holdings Corp | 18,463,397 | — | |
| 25 May 2024 | EXERCISE | HireRight Holdings Corp | 16,369 | 0.00 USD | |
| 25 May 2024 | EXERCISE | HireRight Holdings Corp | 16,369 | 0.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | Castlewood Holdings LTD | 110.11 | 306.52 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | Castlewood Holdings LTD | 407.8 | 0.00 USD | deriv |
| 31 Aug 2023 | OTHER | Focus Financial Partners Inc. | 16,048,975 | 53.00 USD | |
| 31 Aug 2023 | EXERCISE | Focus Financial Partners Inc. | 8,250,165 | — | |
| 31 Aug 2023 | EXERCISE | Focus Financial Partners Inc. | 8,250,165 | 0.00 USD | deriv |
| 25 May 2023 | EXERCISE | HireRight Holdings Corp | 10,891 | 0.00 USD | |
| 25 May 2023 | GRANT_AWARD | HireRight Holdings Corp | 16,369 | 0.00 USD | deriv |
| 25 May 2023 | EXERCISE | HireRight Holdings Corp | 10,891 | 0.00 USD | deriv |
| 03 Apr 2023 | GRANT_AWARD | Castlewood Holdings LTD | 118.41 | 232.25 USD | deriv |
| 03 Apr 2023 | GRANT_AWARD | Castlewood Holdings LTD | 430.57 | 0.00 USD | deriv |
| 14 Nov 2022 | PURCHASE | HireRight Holdings Corp | 62,257 | 9.42 USD | |
| 03 Oct 2022 | GRANT_AWARD | Castlewood Holdings LTD | 161.62 | 170.15 USD | deriv |
| 01 Jul 2022 | GRANT_AWARD | Castlewood Holdings LTD | 125.15 | 219.74 USD | deriv |
| 13 Jun 2022 | PURCHASE | HireRight Holdings Corp | 513,259 | 14.67 USD | |
| 14 Jun 2022 | PURCHASE | HireRight Holdings Corp | 162,984 | 14.39 USD | |
| 03 Jun 2022 | PURCHASE | HireRight Holdings Corp | 29,991 | 14.94 USD | |
| 16 Jun 2022 | PURCHASE | HireRight Holdings Corp | 467,884 | 14.92 USD | |
| 10 Jun 2022 | PURCHASE | HireRight Holdings Corp | 129,247 | 14.87 USD | |
| 09 Jun 2022 | PURCHASE | HireRight Holdings Corp | 8,328 | 15.00 USD |