Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 27 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 |
|---|---|---|---|---|
| CVR ENERGY INC | 71,201,875 | reported | 24 Feb 2026 | tx 17+2,765,555 |
| BLOCKBUSTER INC | 20,560,117 | reported | 16 Nov 2007 | tx 1+1,670,700 |
| Tropicana Entertainment Inc. | 17,862,706 | reported | 19 Nov 2012 | tx 2+939,314 |
| Viskase Holdings, Inc. | 13,426,451 | reported | 26 Mar 2026 | tx 3+13,065,885−39,277 |
| TAKE TWO INTERACTIVE SOFTWARE INC | 12,282,326 | reported | 20 Sept 2010 | tx 3+70,200 |
| TENNECO INC | 7,635,819 | reported | 10 May 2021 | tx 22+2,207,265−9,807,913 |
| MOTRICITY INC | 4,438,553 | reported | 17 Jun 2010 | tx 1+1,000,000 |
| HAIN CELESTIAL GROUP INC | 3,589,963 | reported | 03 Sept 2013 | tx 24+424,844−3,650,000 |
| CVR PARTNERS, LP | 272,274 | reported | 22 Apr 2025 | tx 10+38,589 |
| WCI COMMUNITIES INC | 3,848 | reported | 04 Dec 2008 | tx 10+5,427,113−16,950,401 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | GRANT_AWARD | Viskase Holdings, Inc. | 5,658,396 | — | |
| 25 Mar 2026 | OTHER | Viskase Holdings, Inc. | 39,277 | — | |
| 26 Mar 2026 | GRANT_AWARD | Viskase Holdings, Inc. | 7,407,489 | — | |
| 24 Feb 2026 | PURCHASE | CVR ENERGY INC | 275,012 | 21.41 USD | |
| 20 Feb 2026 | PURCHASE | CVR ENERGY INC | 263,452 | 20.78 USD | |
| 23 Feb 2026 | PURCHASE | CVR ENERGY INC | 244,940 | 20.75 USD | |
| 25 Apr 2025 | PURCHASE | CVR ENERGY INC | 41,130 | 18.16 USD | |
| 24 Apr 2025 | PURCHASE | CVR ENERGY INC | 30,183 | 18.20 USD | |
| 22 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 5,021 | 74.87 USD | |
| 21 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 5,308 | 73.87 USD | |
| 16 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 5,168 | 74.11 USD | |
| 17 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 5,168 | 74.55 USD | |
| 08 Apr 2025 | PURCHASE | CVR ENERGY INC | 244,200 | 16.76 USD | |
| 10 Apr 2025 | PURCHASE | CVR ENERGY INC | 217,867 | 16.78 USD | |
| 09 Apr 2025 | PURCHASE | CVR ENERGY INC | 203,382 | 16.62 USD | |
| 04 Apr 2025 | PURCHASE | CVR ENERGY INC | 267,600 | 16.55 USD | |
| 07 Apr 2025 | PURCHASE | CVR ENERGY INC | 244,200 | 16.11 USD | |
| 03 Apr 2025 | PURCHASE | CVR ENERGY INC | 61,108 | 18.12 USD | |
| 04 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 5,863 | 70.52 USD | |
| 07 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 6,071 | 66.65 USD | |
| 03 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 500 | 74.98 USD | |
| 31 Mar 2025 | PURCHASE | CVR PARTNERS, LP | 2,819 | 74.79 USD | |
| 28 Mar 2025 | PURCHASE | CVR PARTNERS, LP | 2,640 | 74.96 USD | |
| 01 Apr 2025 | PURCHASE | CVR PARTNERS, LP | 31 | 74.69 USD | anomaly |
| 10 Mar 2025 | PURCHASE | CVR ENERGY INC | 66,900 | 18.15 USD |
2 purchases reported after at least 12 months of silence — most recent on 28 Feb 2025.