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 |
|---|---|---|---|---|
| Crescent Energy Co | 270,650 | reported | 01 Apr 2025 | tx 10+270,650 |
| BERRY PETROLEUM CO | 0 | reported | 16 Dec 2013 | tx 173+545,824−815,702 |
| SWIFT ENERGY CO | 0 | reported | 30 Jul 2024 | tx 12+76,929−73,405 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Apr 2025 | GRANT_AWARD | Crescent Energy Co | 11,043 | 0.00 USD | |
| 13 Mar 2025 | PURCHASE | Crescent Energy Co | 20,000 | 10.57 USD | |
| 11 Mar 2025 | PURCHASE | Crescent Energy Co | 4,000 | 10.38 USD | |
| 12 Mar 2025 | PURCHASE | Crescent Energy Co | 6,000 | 10.71 USD | |
| 07 Nov 2024 | GRANT_AWARD | Crescent Energy Co | 9,607 | 0.00 USD | |
| 23 Aug 2024 | PURCHASE | Crescent Energy Co | 9,000 | 11.10 USD | |
| 22 Aug 2024 | PURCHASE | Crescent Energy Co | 1,000 | 11.00 USD | |
| 08 Aug 2024 | PURCHASE | Crescent Energy Co | 9,344 | 10.62 USD | |
| 09 Aug 2024 | PURCHASE | Crescent Energy Co | 8,919 | 10.50 USD | |
| 30 Jul 2024 | GRANT_AWARD | Crescent Energy Co | 191,737 | — | |
| 30 Jul 2024 | OTHER | SWIFT ENERGY CO | 64,582 | — | |
| 30 Jul 2024 | OTHER | SWIFT ENERGY CO | 8,823 | — | deriv |
| 21 Feb 2024 | GRANT_AWARD | SWIFT ENERGY CO | 6,452 | 0.00 USD | |
| 22 Feb 2023 | GRANT_AWARD | SWIFT ENERGY CO | 6,261 | 0.00 USD | |
| 23 Feb 2022 | GRANT_AWARD | SWIFT ENERGY CO | 7,362 | 0.00 USD | |
| 24 Feb 2021 | GRANT_AWARD | SWIFT ENERGY CO | 6,000 | 0.00 USD | |
| 26 Feb 2020 | GRANT_AWARD | SWIFT ENERGY CO | 9,474 | 0.00 USD | |
| 21 May 2019 | GRANT_AWARD | SWIFT ENERGY CO | 9,260 | 0.00 USD | |
| 22 Mar 2017 | GRANT_AWARD | SWIFT ENERGY CO | 14,487 | 0.00 USD | |
| 22 Mar 2017 | GRANT_AWARD | SWIFT ENERGY CO | 8,823 | 0.00 USD | deriv |
| 08 Jun 2016 | GRANT_AWARD | SWIFT ENERGY CO | 5,286 | 0.00 USD | |
| 08 Jun 2016 | GRANT_AWARD | SWIFT ENERGY CO | 3,524 | 0.00 USD | deriv |
| 16 Dec 2013 | OTHER | BERRY PETROLEUM CO | 43,447 | 0.00 USD | |
| 16 Dec 2013 | OTHER | BERRY PETROLEUM CO | 17,456 | 0.00 USD | |
| 16 Dec 2013 | OTHER | BERRY PETROLEUM CO | 56,000 | 0.00 USD | deriv |