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 |
|---|---|---|---|---|
| KBR, INC. | 96,452 | reported | 25 Feb 2017 | tx 12+190,589−33,940 |
| Vistra Corp. | 54,100.61 | reported | 03 May 2023 | tx 17+82,150.61 |
| Charah Solutions, Inc. | 38,236 | reported | 17 May 2019 | tx 3+38,236 |
| TEAM INC | 27,092 | reported | 13 May 2021 | tx 5+33,823 |
| Babcock & Wilcox Enterprises, Inc. | 3,679 |
| reported |
| 02 Jan 2018 |
| tx 8+19,325−1,884 |
| BWX Technologies, Inc. | 155.3 | reported | 04 Jun 2015 | tx 13+14,768.08−3,590 |
| FOSTER WHEELER LTD | 19.6 | reported | 23 Jan 2007 | tx 16+54,340.14−126,524.1 |
| SHAW GROUP INC | 0 | reported | 13 Feb 2013 | tx 57+500,567−501,761 |
| Boxwood Merger Corp. | 0 | reported | 19 Apr 2023 | tx 24+135,237−116,585 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 May 2023 | GRANT_AWARD | Vistra Corp. | 6,923 | 0.00 USD | |
| 19 Apr 2023 | OTHER | Boxwood Merger Corp. | 85,326 | 12.25 USD | |
| 19 Apr 2023 | OTHER | Boxwood Merger Corp. | 31,259 | 12.25 USD | |
| 10 Mar 2023 | GRANT_AWARD | Boxwood Merger Corp. | 14,730 | 0.00 USD | |
| 08 Jul 2022 | GRANT_AWARD | Boxwood Merger Corp. | 5,661 | 0.00 USD | |
| 16 Jun 2022 | PURCHASE | Vistra Corp. | 6,300 | 22.60 USD | |
| 17 Jun 2022 | PURCHASE | Vistra Corp. | 1,750 | 22.15 USD | |
| 02 May 2022 | GRANT_AWARD | Vistra Corp. | 6,394 | 0.00 USD | |
| 29 Apr 2022 | GRANT_AWARD | Boxwood Merger Corp. | 2,480 | 0.00 USD | |
| 18 Mar 2022 | GRANT_AWARD | Boxwood Merger Corp. | 16,529 | 0.00 USD | |
| 18 Jan 2022 | GRANT_AWARD | Boxwood Merger Corp. | 3,672 | 0.00 USD | |
| 13 Dec 2021 | PURCHASE | Boxwood Merger Corp. | 5,000 | 8.02 USD | |
| 15 Dec 2021 | PURCHASE | Boxwood Merger Corp. | 1,000 | 7.80 USD | |
| 14 Dec 2021 | PURCHASE | Boxwood Merger Corp. | 2,000 | 7.81 USD | |
| 19 Nov 2021 | PURCHASE | Boxwood Merger Corp. | 89 | 10.00 USD | anomaly |
| 22 Nov 2021 | PURCHASE | Boxwood Merger Corp. | 4,911 | 10.00 USD | |
| 14 Sept 2021 | PURCHASE | Boxwood Merger Corp. | 5,750 | 9.28 USD | |
| 13 Sept 2021 | PURCHASE | Boxwood Merger Corp. | 5,000 | 9.65 USD | |
| 26 Aug 2021 | PURCHASE | Boxwood Merger Corp. | 4,902 | 9.86 USD | |
| 17 May 2021 | PURCHASE | Vistra Corp. | 8,000 | 15.94 USD | |
| 13 May 2021 | GRANT_AWARD | TEAM INC | 10,776 | 8.12 USD | |
| 12 May 2021 | PURCHASE | Vistra Corp. | 2,000 | 16.00 USD | |
| 06 May 2021 | PURCHASE | Vistra Corp. | 3,000 | 15.75 USD | |
| 07 May 2021 | PURCHASE | Vistra Corp. | 1,000 | 15.65 USD | |
| 01 May 2021 | GRANT_AWARD | Vistra Corp. | 8,891 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 30 Sept 2020.