Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| KRONOS WORLDWIDE INC | 6,000 | reported | 11 Aug 2025 | tx 6+6,000 |
| VALHI INC /DE/ | 2,750 | reported | 11 Mar 2025 | tx 5+2,750 |
| COMPX INTERNATIONAL INC | 2,250 | reported | 11 Mar 2025 | tx 7+2,250 |
| NL INDUSTRIES INC | 1,250 | reported | 11 Mar 2025 | tx 2+1,250 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Aug 2025 | PURCHASE | KRONOS WORLDWIDE INC | 2,500 | 4.90 USD | |
| 11 Mar 2025 | PURCHASE | VALHI INC /DE/ | 250 | 17.50 USD | |
| 11 Mar 2025 | PURCHASE | COMPX INTERNATIONAL INC | 50 | 21.50 USD | |
| 11 Mar 2025 | PURCHASE | COMPX INTERNATIONAL INC | 500 | 22.15 USD | |
| 11 Mar 2025 | PURCHASE | COMPX INTERNATIONAL INC | 200 | 22.50 USD | |
| 11 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 250 | 6.78 USD | |
| 11 Mar 2025 | PURCHASE | KRONOS WORLDWIDE INC | 500 | 7.50 USD | |
| 11 Mar 2025 | PURCHASE | KRONOS WORLDWIDE INC | 500 | 7.36 USD | |
| 11 Mar 2024 | PURCHASE | KRONOS WORLDWIDE INC | 1,000 | 10.65 USD | |
| 14 Mar 2023 | PURCHASE | COMPX INTERNATIONAL INC | 500 | 17.00 USD | |
| 06 Mar 2023 | PURCHASE | COMPX INTERNATIONAL INC | 500 | 19.00 USD | first after silence |
| 12 Nov 2021 | PURCHASE | COMPX INTERNATIONAL INC | 250 | 21.80 USD | |
| 02 Sept 2021 | PURCHASE | KRONOS WORLDWIDE INC | 500 | 12.84 USD | first after silence |
| 13 Aug 2020 | PURCHASE | VALHI INC /DE/ | 999 | 10.91 USD | |
| 13 Aug 2020 | PURCHASE | VALHI INC /DE/ | 500 | 10.85 USD | |
| 13 Aug 2020 | PURCHASE | VALHI INC /DE/ | 1 | 10.75 USD | anomaly |
| 02 Jun 2020 | PURCHASE | VALHI INC /DE/ | 1,000 | 9.92 USD | |
| 13 Mar 2020 | PURCHASE | COMPX INTERNATIONAL INC | 250 | 11.73 USD | |
| 13 Mar 2020 | PURCHASE | KRONOS WORLDWIDE INC | 1,000 | 7.56 USD | |
| 13 Mar 2020 | PURCHASE | NL INDUSTRIES INC | 1,000 | 2.71 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 Mar 2023.