Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| JELD-WEN Holding, Inc. | 479,230 | reported | 26 Apr 2019 | tx 18+1,612,273−2,550,687 |
| PACCAR INC | 77,185.33 | reported | 04 Mar 2026 | tx 105+55,802.08 |
| NEXTERA ENERGY INC | 52,492 | reported | 12 Feb 2026 | tx 22+73,220 |
| Allegion plc | 12,296 | reported | 08 Jun 2024 | tx 24+14,611−2,917 |
| L3HARRIS TECHNOLOGIES, INC. /DE/ | 4,805.63 | reported | 11 May 2026 | tx 6+2,765−150 |
| AMERICAN STANDARD COMPANIES INC | 0 | reported | 05 Jun 2008 | tx 18+32,961.28−35,455.99 |
| COOPER INDUSTRIES LTD | 0 | reported | 30 Nov 2012 | tx 93+5,493,985−6,569,191 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | L3HARRIS TECHNOLOGIES, INC. /DE/ | 661 | 302.35 USD | |
| 04 Mar 2026 | OTHER | PACCAR INC | 203.36 | 124.92 USD | deriv |
| 12 Feb 2026 | GRANT_AWARD | NEXTERA ENERGY INC | 2,130 | 0.00 USD | |
| 07 Jan 2026 | OTHER | PACCAR INC | 904.7 | 115.30 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | PACCAR INC | 1,569 | 111.56 USD | deriv |
| 03 Dec 2025 | OTHER | PACCAR INC | 225.84 | 108.54 USD | deriv |
| 04 Sept 2025 | OTHER | PACCAR INC | 248.76 | 98.21 USD | deriv |
| 04 Jun 2025 | OTHER | PACCAR INC | 262.93 | 92.59 USD | deriv |
| 21 Apr 2025 | GRANT_AWARD | L3HARRIS TECHNOLOGIES, INC. /DE/ | 887 | 0.00 USD | |
| 05 Mar 2025 | OTHER | PACCAR INC | 235.67 | 102.97 USD | deriv |
| 13 Feb 2025 | GRANT_AWARD | NEXTERA ENERGY INC | 2,700 | 0.00 USD | |
| 08 Jan 2025 | OTHER | PACCAR INC | 1,932.97 | 108.50 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | PACCAR INC | 1,693 | 103.42 USD | deriv |
| 04 Dec 2024 | OTHER | PACCAR INC | 176.67 | 118.41 USD | deriv |
| 05 Sept 2024 | OTHER | PACCAR INC | 225.26 | 92.57 USD | deriv |
| 08 Jun 2024 | TAX_WITHHOLDING | Allegion plc | 485 | 116.52 USD | |
| 06 Jun 2024 | GRANT_AWARD | Allegion plc | 1,742 | 0.00 USD | |
| 05 Jun 2024 | OTHER | PACCAR INC | 189.03 | 110.01 USD | deriv |
| 19 Apr 2024 | GRANT_AWARD | L3HARRIS TECHNOLOGIES, INC. /DE/ | 924 | 0.00 USD | |
| 06 Mar 2024 | OTHER | PACCAR INC | 161.71 | 115.47 USD | deriv |
| 15 Feb 2024 | GRANT_AWARD | NEXTERA ENERGY INC | 3,240 | 0.00 USD | |
| 16 Feb 2024 | EXERCISE | L3HARRIS TECHNOLOGIES, INC. /DE/ | 100 | 0.00 USD | deriv |
| 16 Feb 2024 | EXERCISE | L3HARRIS TECHNOLOGIES, INC. /DE/ | 50 | 0.00 USD | deriv |
| 07 Feb 2024 | PURCHASE | NEXTERA ENERGY INC | 10,000 | 55.84 USD | anomaly |
| 07 Feb 2024 | PURCHASE | NEXTERA ENERGY INC | 10,000 | 55.83 USD | anomaly |
2 purchases reported after at least 12 months of silence — most recent on 03 May 2022.