Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Vestis Corp | 19,813,963 | reported | 17 Dec 2025 | tx 5+1,310,064 |
| GeneDx Holdings Corp. | 3,058,629 | reported | 14 May 2025 | tx 15+22,821,472 |
| ENERGEN CORP | 0 | reported | 09 Feb 2018 | tx 4+1,456,048−3,327,296 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Dec 2025 | PURCHASE | Vestis Corp | 209,842 | 6.79 USD | |
| 16 Dec 2025 | PURCHASE | Vestis Corp | 800,222 | 6.81 USD | |
| 14 May 2025 | PURCHASE | GeneDx Holdings Corp. | 24,644 | 60.52 USD | |
| 14 May 2025 | PURCHASE | GeneDx Holdings Corp. | 25,356 | 59.81 USD | |
| 05 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 42,472 | 65.96 USD | |
| 05 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 62,198 | 65.34 USD | |
| 05 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 40,335 | 64.45 USD | |
| 02 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 51,172 | 64.95 USD | |
| 02 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 26,678 | 64.31 USD | |
| 02 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 57,012 | 63.09 USD | |
| 02 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 23,485 | 62.11 USD | |
| 06 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 9,728 | 63.96 USD | |
| 06 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 42,500 | 63.08 USD | |
| 06 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 44,942 | 62.19 USD | |
| 05 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 7,528 | 66.97 USD | |
| 06 May 2025 | GRANT_AWARD | GeneDx Holdings Corp. | 26,798 | 61.20 USD | |
| 24 May 2024 | PURCHASE | Vestis Corp | 100,000 | 12.02 USD | |
| 23 May 2024 | PURCHASE | Vestis Corp | 100,000 | 12.17 USD | |
| 21 May 2024 | PURCHASE | Vestis Corp | 100,000 | 12.50 USD | |
| 17 Apr 2023 | GRANT_AWARD | GeneDx Holdings Corp. | 22,336,624 | 0.35 USD | |
| 20 Oct 2017 | EXERCISE | ENERGEN CORP | 415,200 | 0.00 USD | deriv |
| 09 Feb 2018 | EXERCISE | ENERGEN CORP | 1,456,048 | 40.00 USD | |
| 09 Feb 2018 | EXERCISE | ENERGEN CORP | 1,456,048 | 0.00 USD | deriv |
| 09 Feb 2018 | EXERCISE | ENERGEN CORP | 1,456,048 | 0.00 USD | deriv |