Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 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 |
|---|---|---|---|---|
| SYSCO CORP | 101,949.31 | reported | 31 Dec 2025 | tx 112+91,908 |
| SIMON PROPERTY GROUP INC. | 45,505 | reported | 13 May 2026 | tx 49+42,703 |
| ZIMMER BIOMET HOLDINGS, INC. | 22,348.07 | reported | 08 May 2020 | tx 89+106,554.3−114,300.77 |
| Elevance Health, Inc. | 3,352.24 | reported | 25 Feb 2010 | tx 439+2,261,683−2,547,016 |
| SPRINT NEXTEL CORP | 0 | reported | 10 Jul 2013 | tx 16+171,999−172,011 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,233 | — | |
| 31 Dec 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 363 | 186.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | SYSCO CORP | 353 | 74.20 USD | |
| 14 Nov 2025 | GRANT_AWARD | SYSCO CORP | 2,797 | 0.00 USD | |
| 30 Sept 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 351 | 185.95 USD | |
| 30 Sept 2025 | GRANT_AWARD | SYSCO CORP | 320 | 81.84 USD | |
| 30 Jun 2025 | GRANT_AWARD | SYSCO CORP | 349 | 75.01 USD | |
| 30 Jun 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 396 | 159.29 USD | |
| 14 May 2025 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,351 | — | |
| 31 Mar 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 361 | 164.80 USD | |
| 31 Mar 2025 | GRANT_AWARD | SYSCO CORP | 353 | 74.10 USD | |
| 30 Dec 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 349 | 168.59 USD | |
| 31 Dec 2024 | GRANT_AWARD | SYSCO CORP | 343 | 76.36 USD | |
| 15 Nov 2024 | GRANT_AWARD | SYSCO CORP | 2,801 | 0.00 USD | |
| 30 Sept 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 338 | 167.30 USD | |
| 30 Sept 2024 | GRANT_AWARD | SYSCO CORP | 337 | 77.66 USD | |
| 28 Jun 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 363 | 150.17 USD | |
| 28 Jun 2024 | GRANT_AWARD | SYSCO CORP | 361 | 72.47 USD | |
| 08 May 2024 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,486 | — | |
| 01 Apr 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 321 | 154.19 USD | |
| 29 Mar 2024 | GRANT_AWARD | SYSCO CORP | 230 | 81.18 USD | |
| 29 Dec 2023 | GRANT_AWARD | SYSCO CORP | 256 | 73.04 USD | |
| 29 Dec 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 332 | 143.85 USD | |
| 17 Nov 2023 | GRANT_AWARD | SYSCO CORP | 2,900 | 0.00 USD | |
| 29 Sept 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 427 | 110.04 USD |
3 purchases reported after at least 12 months of silence — most recent on 19 Mar 2020.