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 |
|---|---|---|---|---|
| Silver Run Acquisition Corp II | 589,623 | reported | 09 Feb 2018 | tx 1+589,623 |
| ENTERPRISE PRODUCTS PARTNERS L.P. | 266,155 | reported | 10 Feb 2026 | tx 21+303,354−25,000 |
| ANADARKO PETROLEUM CORP | 208,549 | reported | 10 Nov 2012 | tx 109+4,633,392−3,740,093 |
| FLUOR CORP | 72,863 | reported | 06 May 2026 | tx 207+136,012.529−41,169.65 |
| NOV Inc. | 70,616 | reported | 31 Dec 2022 | tx 22+70,616 |
| NUSCALE POWER Corp | 44,350 | reported | 28 May 2024 | tx 5+50,739 |
| SLB LIMITED/NV | 20,966 | reported | 01 May 2025 | tx 5+20,966 |
| HALLIBURTON CO | 11,151.89 | reported | 30 Jun 2011 | tx 17+25,663.89 |
| Bunge LTD | 7,105 | reported | 03 Mar 2014 | tx 13+7,105 |
| KAISER ALUMINUM CORP | 0 | reported | 18 Feb 2004 | tx 1−667 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | FLUOR CORP | 3,506 | 0.00 USD | |
| 10 Feb 2026 | GRANT_AWARD | ENTERPRISE PRODUCTS PARTNERS L.P. | 2,560 | 0.00 USD | |
| 30 Apr 2025 | GRANT_AWARD | FLUOR CORP | 4,873 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | SLB LIMITED/NV | 8,721 | 0.00 USD | |
| 10 Feb 2025 | GRANT_AWARD | ENTERPRISE PRODUCTS PARTNERS L.P. | 2,733 | 0.00 USD | |
| 28 May 2024 | GRANT_AWARD | NUSCALE POWER Corp | 11,603 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | FLUOR CORP | 4,207 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | SLB LIMITED/NV | 6,107 | 0.00 USD | |
| 08 Feb 2024 | GRANT_AWARD | ENTERPRISE PRODUCTS PARTNERS L.P. | 3,429 | 0.00 USD | |
| 17 Jul 2023 | PURCHASE | SLB LIMITED/NV | 27 | 56.79 USD | first after silenceanomaly |
| 13 Oct 2023 | PURCHASE | SLB LIMITED/NV | 26 | 59.20 USD | anomaly |
| 28 Aug 2023 | EXERCISE | NUSCALE POWER Corp | 3,530 | 6.02 USD | |
| 26 May 2023 | GRANT_AWARD | NUSCALE POWER Corp | 14,120 | 0.00 USD | deriv |
| 03 May 2023 | GRANT_AWARD | FLUOR CORP | 6,085 | 0.00 USD | |
| 01 May 2023 | GRANT_AWARD | SLB LIMITED/NV | 6,085 | 0.00 USD | |
| 09 Feb 2023 | GRANT_AWARD | ENTERPRISE PRODUCTS PARTNERS L.P. | 3,482 | 0.00 USD | |
| 31 Dec 2022 | GRANT_AWARD | NOV Inc. | 1,555 | 20.89 USD | |
| 30 Sept 2022 | GRANT_AWARD | NOV Inc. | 2,008 | 16.18 USD | |
| 23 Aug 2022 | EXERCISE | NUSCALE POWER Corp | 2,859 | 0.00 USD | |
| 08 Jul 2022 | GRANT_AWARD | NUSCALE POWER Corp | 18,627 | 0.00 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | NOV Inc. | 1,921 | 16.91 USD | |
| 24 May 2022 | GRANT_AWARD | NOV Inc. | 8,473 | 0.00 USD | |
| 10 May 2022 | PURCHASE | FLUOR CORP | 10,000 | 25.38 USD | first after silence |
| 10 May 2022 | PURCHASE | FLUOR CORP | 10,000 | 25.50 USD | |
| 10 May 2022 | PURCHASE | FLUOR CORP | 10,000 | 25.50 USD |
4 purchases reported after at least 12 months of silence — most recent on 17 Jul 2023.