Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| Sunnova Energy International Inc. | 24,911,664 | reported | 18 Aug 2020 | tx 1−7,229,760 |
| SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 3,457,105 | reported | 11 Sept 2025 | tx 13+194,661 |
| Custom Truck One Source, Inc. | 14,315 | reported | 29 Apr 2022 | tx 3+154,315 |
| ECP Environmental Growth Opportunities Corp. | 0 | reported | 04 Feb 2022 | tx 16+25,493,589−30,280,000 |
| USD Partners LP | 0 | reported | 20 Feb 2020 | tx 2+2,092,709−2,092,709 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Sept 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 1,803 | 13.34 USD | anomaly |
| 10 Sept 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 13,541 | 13.29 USD | |
| 03 Sept 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 30,000 | 12.79 USD | |
| 02 Sept 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 28,951 | 13.01 USD | |
| 27 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 200 | 13.35 USD | anomaly |
| 26 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 7,053 | 13.27 USD | |
| 20 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 15,433 | 12.52 USD | |
| 21 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 9,059 | 12.66 USD | |
| 04 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 23,703 | 13.00 USD | |
| 05 Aug 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 26,117 | 13.12 USD | |
| 21 Jul 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 16,467 | 15.02 USD | first after silence |
| 22 Jul 2025 | PURCHASE | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 17,583 | 15.40 USD | |
| 30 Jul 2024 | GRANT_AWARD | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | 4,751 | 0.00 USD | deriv |
| 29 Apr 2022 | GRANT_AWARD | Custom Truck One Source, Inc. | 14,315 | 0.00 USD | deriv |
| 04 Feb 2022 | GRANT_AWARD | ECP Environmental Growth Opportunities Corp. | 200,000 | 10.00 USD | |
| 04 Feb 2022 | GRANT_AWARD | ECP Environmental Growth Opportunities Corp. | 68,660 | 10.00 USD | |
| 04 Feb 2022 | GRANT_AWARD | ECP Environmental Growth Opportunities Corp. | 731,340 | 10.00 USD | |
| 04 Feb 2022 | CONVERSION | ECP Environmental Growth Opportunities Corp. | 8,140,000 | — | |
| 04 Feb 2022 | CONVERSION | ECP Environmental Growth Opportunities Corp. | 755,461 | 0.00 USD | |
| 04 Feb 2022 | CONVERSION | ECP Environmental Growth Opportunities Corp. | 7,000,000 | 0.00 USD | deriv |
| 04 Feb 2022 | CONVERSION | ECP Environmental Growth Opportunities Corp. | 8,140,000 | — | deriv |
| 11 Feb 2021 | PURCHASE | ECP Environmental Growth Opportunities Corp. | 546,000 | 1.50 USD | deriv |
| 08 Feb 2021 | PURCHASE | ECP Environmental Growth Opportunities Corp. | 5,156,667 | 1.50 USD | derivanomaly |
| 18 Aug 2020 | SALE | Sunnova Energy International Inc. | 7,229,760 | 24.13 USD | |
| 11 Jun 2020 | OTHER | Custom Truck One Source, Inc. | 60,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 21 Jul 2025.