Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| LINDBLAD EXPEDITIONS HOLDINGS, INC. | 1,000,000 | reported | 08 May 2026 | tx 105+4,558,961−7,473,811 |
| Soho House & Co Inc. | 652,090 | reported | 16 Jan 2026 | tx 13+689,399.33−37,309 |
| Capitol Investment Corp. V | 365,160 | reported | 23 Feb 2022 | tx 6+7,823,232−5,336,395 |
| LCC INTERNATIONAL INC | 10,000 | reported | 24 May 2006 | tx 4+40,000 |
| Boulevard Acquisition Corp. | 4,600 | reported | 31 Dec 2015 | tx 2+413,900 |
| Custom Truck One Source, Inc. | 0 | reported | 17 Oct 2025 | tx 33+8,500,177−14,619,161 |
| CISION LTD. | 0 | reported | 31 Jan 2020 | tx 19+1,248,835−10,225,261 |
| Capitol Acquisition Corp | 0 | reported | 28 Oct 2009 | tx 2−8,978,836 |
| Capitol Acquisition Corp. III | 0 | reported | 29 Jun 2017 | tx 8+660,682−13,501,875 |
| TWO HARBORS INVESTMENT CORP. | 0 | reported | 21 Nov 2012 | tx 3+10,000−3,040,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | OTHER | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 1,000,000 | — | deriv |
| 16 Jan 2026 | EXERCISE | Soho House & Co Inc. | 14,175 | — | |
| 16 Jan 2026 | EXERCISE | Soho House & Co Inc. | 14,175 | 0.00 USD | deriv |
| 17 Oct 2025 | OTHER | Custom Truck One Source, Inc. | 3,670,279 | 0.00 USD | |
| 08 Aug 2025 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 8,899 | 12.36 USD | |
| 19 Jul 2024 | EXERCISE | Soho House & Co Inc. | 6,666 | — | |
| 19 Jul 2024 | EXERCISE | Soho House & Co Inc. | 6,666 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | Custom Truck One Source, Inc. | 26,859 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | deriv |
| 16 Jan 2025 | EXERCISE | Soho House & Co Inc. | 16,468 | — | |
| 16 Jan 2025 | GRANT_AWARD | Soho House & Co Inc. | 14,175 | 0.00 USD | deriv |
| 16 Jan 2025 | EXERCISE | Soho House & Co Inc. | 16,468 | 0.00 USD | deriv |
| 08 Aug 2024 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 14,647 | 7.51 USD | |
| 31 Jul 2024 | OTHER | Custom Truck One Source, Inc. | 1,832,810 | 0.00 USD | |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 18,640 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | Custom Truck One Source, Inc. | 22,218 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 18,640 | 0.00 USD | deriv |
| 16 Jan 2024 | GRANT_AWARD | Soho House & Co Inc. | 16,468 | 0.00 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 2,329 | 0.00 USD | |
| 20 Dec 2023 | GIFT | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 100,000 | 0.00 USD | |
| 10 Nov 2023 | PURCHASE | Custom Truck One Source, Inc. | 100,000 | 4.96 USD | |
| 30 Sept 2023 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 3,645 | 0.00 USD | |
| 08 Aug 2023 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 8,276 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | LINDBLAD EXPEDITIONS HOLDINGS, INC. | 2,412 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 16 Mar 2020.