Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Enovis CORP | 65,060 | reported | 31 Dec 2021 | tx 76+102,895 |
| MARKEL GROUP INC. | 56,259.665 | reported | 15 May 2026 | tx 62+44,416.13−7,794.578 |
| COCA COLA CO | 11,056.47 | reported | 01 Apr 2025 | tx 3+10,743.16 |
| Cable One, Inc. | 2,421 | reported | 10 Mar 2023 | tx 35+30,555−1,434 |
| Graham Holdings Co | 700 | reported | 12 Sept 2024 | tx 6+600 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 27 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | MARKEL GROUP INC. | 481.668 | 1844.00 USD | |
| 24 Feb 2026 | GRANT_AWARD | MARKEL GROUP INC. | 4,483.62 | 0.00 USD | |
| 02 Dec 2025 | TAX_WITHHOLDING | MARKEL GROUP INC. | 36.61 | 2060.83 USD | |
| 01 Apr 2025 | GRANT_AWARD | COCA COLA CO | 4,053.11 | 71.55 USD | deriv |
| 18 Feb 2025 | GRANT_AWARD | MARKEL GROUP INC. | 3,349.83 | 0.00 USD | |
| 07 Feb 2025 | PURCHASE | MARKEL GROUP INC. | 100 | 2008.01 USD | |
| 05 Dec 2024 | TAX_WITHHOLDING | MARKEL GROUP INC. | 45 | 1759.04 USD | |
| 01 Nov 2024 | PURCHASE | MARKEL GROUP INC. | 100 | 1549.72 USD | |
| 12 Sept 2024 | PURCHASE | Graham Holdings Co | 100 | 743.30 USD | |
| 01 Apr 2024 | GRANT_AWARD | COCA COLA CO | 4,756.44 | 60.97 USD | deriv |
| 20 Feb 2024 | GRANT_AWARD | MARKEL GROUP INC. | 1,041 | 0.00 USD | |
| 20 Feb 2024 | GRANT_AWARD | MARKEL GROUP INC. | 2,710 | 0.00 USD | |
| 02 Feb 2024 | PURCHASE | MARKEL GROUP INC. | 100 | 1414.74 USD | |
| 05 Dec 2023 | TAX_WITHHOLDING | MARKEL GROUP INC. | 46 | 1401.29 USD | |
| 09 Nov 2023 | PURCHASE | Graham Holdings Co | 100 | 607.24 USD | |
| 03 Nov 2023 | PURCHASE | MARKEL GROUP INC. | 100 | 1311.92 USD | |
| 08 Sept 2023 | PURCHASE | Graham Holdings Co | 100 | 569.83 USD | |
| 04 Aug 2023 | PURCHASE | MARKEL GROUP INC. | 100 | 1479.47 USD | |
| 19 Jul 2023 | GRANT_AWARD | COCA COLA CO | 1,933.61 | 62.06 USD | deriv |
| 16 May 2023 | GRANT_AWARD | MARKEL GROUP INC. | 1,068 | 0.00 USD | |
| 09 May 2023 | PURCHASE | Graham Holdings Co | 100 | 581.63 USD | |
| 02 May 2023 | PURCHASE | MARKEL GROUP INC. | 50 | 1359.93 USD | |
| 10 Mar 2023 | GRANT_AWARD | Cable One, Inc. | 1 | 0.00 USD | |
| 06 Mar 2023 | PURCHASE | Cable One, Inc. | 100 | 709.30 USD | |
| 14 Feb 2023 | GRANT_AWARD | MARKEL GROUP INC. | 1,558 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 11 Nov 2021.