Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 173 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 |
|---|---|---|---|---|
| TLC VISION CORP | 8,958,336 | reported | 13 Oct 2008 | tx 25+543,895−515,800 |
| MOTIENT CORP | 8,898,426 | reported | 18 May 2007 | tx 12+2,929,345−1,207,990 |
| GRAY MEDIA, INC | 6,839,786 | reported | 06 Dec 2007 | tx 28+1,590,000 |
| GENESIS HEALTH VENTURES INC /PA | 5,040,548 | reported | 27 Jul 2004 | tx 28+2,200,170−226,787 |
| MICROVISION, INC. | 4,965,887 | reported | 23 Oct 2008 | tx 7+8,583,691−398,920 |
| NEUROBIOLOGICAL TECHNOLOGIES INC /CA/ | 4,901,154 | reported | 28 Dec 2007 | tx 12+753,603 |
| LEAP WIRELESS INTERNATIONAL INC | 4,052,081 | reported | 11 Jun 2007 | tx 24+1,169,935−2,575,974 |
| AMERICAN HOMEPATIENT INC | 3,150,182 | reported | 09 Apr 2007 | tx 5+777,450 |
| NOVACEA INC | 2,156,000 | reported | 23 Mar 2023 | tx 5+788,500 |
| ICO Global Communications (Holdings) LTD | 1,261,234 | reported | 12 Oct 2017 | tx 45+19,799,619−2,951,774 |
2 purchases reported after at least 12 months of silence — most recent on 01 Sept 2010.