Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| RED ROBIN GOURMET BURGERS INC | 556,225 | reported | 24 Mar 2025 | tx 24+1,097,665−110,406 |
| Portillo's Inc. | 107,965 | reported | 13 Mar 2026 | tx 8+152,037−100,142 |
| Texas Roadhouse, Inc. | 80,000 | reported | 08 Jan 2011 | tx 65+1,964,085−2,976,721 |
| Dutch Bros Inc. | 3,099 | reported | 13 May 2026 | tx 13+10,021−3,461 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | EXERCISE | Dutch Bros Inc. | 444 | 0.00 USD | |
| 13 May 2026 | EXERCISE | Dutch Bros Inc. | 444 | 0.00 USD | deriv |
| 13 May 2026 | GRANT_AWARD | Dutch Bros Inc. | 3,099 | 0.00 USD | deriv |
| 13 Mar 2026 | EXERCISE | Portillo's Inc. | 50,070 | 5.33 USD | |
| 13 Mar 2026 | EXERCISE | Portillo's Inc. | 50,070 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | |
| 20 Feb 2026 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | Portillo's Inc. | 26,143 | 0.00 USD | |
| 20 Nov 2025 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | |
| 20 Nov 2025 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | deriv |
| 20 Aug 2025 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | |
| 20 Aug 2025 | EXERCISE | Dutch Bros Inc. | 445 | 0.00 USD | deriv |
| 13 May 2025 | EXERCISE | Dutch Bros Inc. | 1,682 | 0.00 USD | |
| 13 May 2025 | GRANT_AWARD | Dutch Bros Inc. | 1,779 | 0.00 USD | deriv |
| 13 May 2025 | EXERCISE | Dutch Bros Inc. | 1,682 | 0.00 USD | deriv |
| 13 May 2025 | GRANT_AWARD | Dutch Bros Inc. | 1,682 | 0.00 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | Portillo's Inc. | 9,933 | 0.00 USD | |
| 21 Mar 2025 | SALE | RED ROBIN GOURMET BURGERS INC | 10,418 | 4.16 USD | |
| 24 Mar 2025 | SALE | RED ROBIN GOURMET BURGERS INC | 8,627 | 4.16 USD | |
| 24 Mar 2025 | GRANT_AWARD | RED ROBIN GOURMET BURGERS INC | 431,034 | 0.00 USD | |
| 17 Mar 2025 | SALE | RED ROBIN GOURMET BURGERS INC | 11,467 | 4.39 USD | |
| 14 Mar 2025 | SALE | RED ROBIN GOURMET BURGERS INC | 11,997 | 4.46 USD | |
| 13 Sept 2024 | CONVERSION | Portillo's Inc. | 50,072 | 0.00 USD | |
| 13 Sept 2024 | CONVERSION | Portillo's Inc. | 50,072 | — | deriv |
| 13 Sept 2024 | TAX_WITHHOLDING | RED ROBIN GOURMET BURGERS INC | 18,048 | 3.26 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Sept 2024.