Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| Veradermics, Inc | 2,202,006 | reported | 05 Feb 2026 | tx 9+2,547,648−1,907,889 |
| MATTRESS FIRM HOLDING CORP. | 326,251 | reported | 13 Apr 2015 | tx 11+956,514−4,603,488 |
| Biohaven Ltd. | 68,693 | reported | 28 Apr 2026 | tx 42+15,706,330−15,624 |
| Biohaven Pharmaceutical Holding Co Ltd. | 0 | reported | 03 Oct 2022 | tx 46+2,190,736−5,022,874 |
| JWC Acquisition Corp. | 0 | reported | 21 Aug 2012 | tx 24+7,229,507−7,318,781 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | Biohaven Ltd. | 68,693 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 906,862 | — | |
| 05 Feb 2026 | PURCHASE | Veradermics, Inc | 294,117 | 17.00 USD | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 520,758 | — | |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 480,269 | — | |
| 03 Feb 2026 | GRANT_AWARD | Veradermics, Inc | 51,525 | 0.00 USD | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 520,758 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 906,862 | — | deriv |
| 05 Feb 2026 | CONVERSION | Veradermics, Inc | 480,269 | — | deriv |
| 13 Nov 2025 | PURCHASE | Biohaven Ltd. | 3,333,333 | 7.50 USD | |
| 05 May 2025 | GRANT_AWARD | Biohaven Ltd. | 31,716 | 0.00 USD | deriv |
| 04 Mar 2025 | PURCHASE | Biohaven Ltd. | 900 | 30.73 USD | |
| 04 Mar 2025 | PURCHASE | Biohaven Ltd. | 3,400 | 30.73 USD | |
| 04 Mar 2025 | PURCHASE | Biohaven Ltd. | 3,400 | 30.73 USD | |
| 04 Mar 2025 | PURCHASE | Biohaven Ltd. | 25,000 | 30.39 USD | |
| 30 Dec 2024 | PURCHASE | Biohaven Ltd. | 29,000 | 35.94 USD | |
| 02 Oct 2024 | PURCHASE | Biohaven Ltd. | 21,052 | 47.50 USD | |
| 18 Jul 2024 | PURCHASE | Biohaven Ltd. | 28,400 | 35.67 USD | |
| 30 May 2024 | PURCHASE | Biohaven Ltd. | 28,000 | 35.58 USD | |
| 13 May 2024 | PURCHASE | Biohaven Ltd. | 28,500 | 35.17 USD | |
| 30 Apr 2024 | GRANT_AWARD | Biohaven Ltd. | 16,592 | 0.00 USD | deriv |
| 22 Apr 2024 | PURCHASE | Biohaven Ltd. | 97,560 | 41.00 USD | |
| 22 Apr 2024 | PURCHASE | Biohaven Ltd. | 73,170 | 41.00 USD | |
| 22 Apr 2024 | PURCHASE | Biohaven Ltd. | 24,391 | 41.00 USD | |
| 05 Apr 2024 | GRANT_AWARD | Biohaven Ltd. | 2,091 | — |
3 purchases reported after at least 12 months of silence — most recent on 11 Aug 2020.