Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 39 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 |
|---|---|---|---|---|
| KKR Financial Corp | 7,287,013 | reported | 19 May 2010 | tx 8+1,350,000 |
| CHARMING SHOPPES INC | 5,893,736 | reported | 28 Mar 2012 | tx 4+724,500 |
| KKR Financial Holdings LLC | 5,424,869 | reported | 04 Jan 2013 | tx 37+5,775,300−5,036,544 |
| Atlas Energy Group, LLC | 2,373,638 | reported | 26 Nov 2018 | tx 164+6,767,151−5,105,173 |
| Finance of America Companies Inc. | 1,267,718 | reported | 13 Mar 2026 | tx 39+1,082,913 |
| NORDIC AMERICAN OFFSHORE LTD. | 1,044,679 | reported | 14 Dec 2015 | tx 1−19,200 |
| Gulf Coast Ultra Deep Royalty Trust | 990,200 | reported | 02 Dec 2015 | tx 11+5,185,590−7,309,588 |
| Atlas Pipeline Holdings, L.P. | 972,138 | reported | 13 Feb 2015 | tx 44+1,615,324−16,300 |
| PENNYMAC FINANCIAL SERVICES, INC. | 828,685 | reported | 16 Nov 2016 | tx 18+714,200−206,615 |
| Atlas Resource Partners, L.P. | 775,000 | reported | 09 May 2014 | tx 19+741,629 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | PURCHASE | Finance of America Companies Inc. | 28 | 16.10 USD | |
| 09 Oct 2024 | PURCHASE | Finance of America Companies Inc. | 30 | 10.00 USD | |
| 09 Oct 2024 | PURCHASE | Finance of America Companies Inc. | 17,226 | 10.00 USD | |
| 08 Nov 2024 | PURCHASE | Finance of America Companies Inc. | 991 | 14.91 USD | |
| 03 Feb 2025 | PURCHASE | Finance of America Companies Inc. | 565 | 24.00 USD | |
| 24 Feb 2025 | PURCHASE | Finance of America Companies Inc. | 40,000 | 21.70 USD | |
| 25 Feb 2025 | PURCHASE | Finance of America Companies Inc. | 6,645 | 21.00 USD | |
| 04 Mar 2025 | PURCHASE | Finance of America Companies Inc. | 13,000 | 20.95 USD | |
| 06 Mar 2025 | PURCHASE | Finance of America Companies Inc. | 10,216 | 21.00 USD | |
| 10 Mar 2025 | PURCHASE | Finance of America Companies Inc. | 30,000 | 20.80 USD | |
| 12 Mar 2025 | PURCHASE | Finance of America Companies Inc. | 20,000 | 17.39 USD | |
| 13 Mar 2025 | PURCHASE | Finance of America Companies Inc. | 266 | 20.00 USD | |
| 03 Apr 2025 | PURCHASE | Finance of America Companies Inc. | 5,000 | 20.75 USD | |
| 08 Apr 2025 | PURCHASE | Finance of America Companies Inc. | 10,000 | 19.30 USD | |
| 09 May 2025 | PURCHASE | Finance of America Companies Inc. | 987 | 20.63 USD | |
| 14 May 2025 | PURCHASE | Finance of America Companies Inc. | 6,201 | 21.00 USD | |
| 19 May 2025 | PURCHASE | Finance of America Companies Inc. | 10,300 | 21.42 USD | |
| 20 May 2025 | PURCHASE | Finance of America Companies Inc. | 250 | 22.70 USD | |
| 27 Aug 2024 | PURCHASE | Finance of America Companies Inc. | 27,474 | 7.10 USD | first after silence |
| 28 Aug 2024 | PURCHASE | Finance of America Companies Inc. | 23,703 | 7.00 USD | |
| 29 Aug 2024 | PURCHASE | Finance of America Companies Inc. | 204 | 7.00 USD | |
| 24 Sept 2024 | PURCHASE | Finance of America Companies Inc. | 1,080 | 10.00 USD | |
| 08 Oct 2024 | PURCHASE | Finance of America Companies Inc. | 283 | 10.02 USD | |
| 07 Oct 2024 | PURCHASE | Finance of America Companies Inc. | 2,277 | 10.00 USD | |
| 04 Oct 2024 | PURCHASE | Finance of America Companies Inc. | 2,212 | 10.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 27 Aug 2024.