Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 27 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 |
|---|---|---|---|---|
| Invesco Ltd. | 44,929,906 | reported | 13 Dec 2021 | tx 9+8,719,182−8,718,084 |
| JANUS HENDERSON GROUP PLC | 31,185,286 | reported | 15 Mar 2022 | tx 6+2,912,638 |
| Wendy's Co | 21,705,770 | reported | 03 Mar 2023 | tx 126+115,237,873−69,503,407 |
| Fortune Brands Innovations, Inc. | 3,620,167 | reported | 20 May 2026 | tx 5+471,065−373,741 |
| TRIAN ACQUISITION I CORP. | 3,311,000 | reported | 02 Dec 2008 | tx 27+19,279,400 |
| Bank of New York Mellon Corp | 15,116.32 | reported | 18 Apr 2019 | tx 19+1,628,541−8,883,956 |
| PENTAIR plc | 5,265 | reported | 03 Jan 2017 | tx 2+6,387 |
| MIDDLEBY Corp | 2,269 | reported | 06 Mar 2026 | tx 25+2,629,269−1,883,129 |
| GENERAL ELECTRIC CO | 2,050 | reported | 13 Aug 2025 | tx 24+52,731−4,904,613 |
| Chemtura CORP | 0 | reported | 17 Sept 2008 | tx 4+426,584−471,838 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | PURCHASE | Fortune Brands Innovations, Inc. | 57,400 | 34.89 USD | |
| 19 May 2026 | OTHER | Fortune Brands Innovations, Inc. | 373,741 | 0.00 USD | |
| 19 May 2026 | PURCHASE | Fortune Brands Innovations, Inc. | 403,000 | 33.40 USD | |
| 20 May 2026 | PURCHASE | Fortune Brands Innovations, Inc. | 5,900 | 33.28 USD | |
| 05 May 2026 | GRANT_AWARD | Fortune Brands Innovations, Inc. | 4,765 | 0.00 USD | |
| 06 Mar 2026 | GRANT_AWARD | MIDDLEBY Corp | 1,161 | — | |
| 13 Aug 2025 | GIFT | GENERAL ELECTRIC CO | 90 | 0.00 USD | |
| 11 Dec 2025 | PURCHASE | MIDDLEBY Corp | 1,346 | 144.96 USD | |
| 11 Dec 2025 | PURCHASE | MIDDLEBY Corp | 24,732 | 144.46 USD | |
| 11 Dec 2025 | PURCHASE | MIDDLEBY Corp | 8,109 | 145.99 USD | |
| 11 Dec 2025 | PURCHASE | MIDDLEBY Corp | 10,138 | 143.57 USD | |
| 12 Dec 2025 | PURCHASE | MIDDLEBY Corp | 28,089 | 146.33 USD | |
| 12 Dec 2025 | PURCHASE | MIDDLEBY Corp | 15,749 | 146.89 USD | |
| 15 Dec 2025 | PURCHASE | MIDDLEBY Corp | 14,740 | 146.92 USD | |
| 21 May 2025 | PURCHASE | MIDDLEBY Corp | 75,003 | 148.61 USD | |
| 21 May 2025 | PURCHASE | MIDDLEBY Corp | 7,954 | 147.45 USD | |
| 21 May 2025 | PURCHASE | MIDDLEBY Corp | 8,414 | 146.27 USD | |
| 21 May 2025 | PURCHASE | MIDDLEBY Corp | 18,482 | 145.26 USD | |
| 21 May 2025 | PURCHASE | MIDDLEBY Corp | 27,147 | 149.01 USD | |
| 16 May 2025 | PURCHASE | MIDDLEBY Corp | 621 | 149.62 USD | |
| 15 May 2025 | PURCHASE | MIDDLEBY Corp | 10,902 | 149.41 USD | |
| 15 May 2025 | PURCHASE | MIDDLEBY Corp | 2,575 | 148.45 USD | |
| 14 May 2025 | PURCHASE | MIDDLEBY Corp | 37,473 | 148.40 USD | |
| 13 May 2025 | PURCHASE | MIDDLEBY Corp | 206,274 | 149.81 USD | |
| 13 May 2025 | PURCHASE | MIDDLEBY Corp | 27,592 | 148.99 USD |
4 purchases reported after at least 12 months of silence — most recent on 09 May 2025.