Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Keurig Dr Pepper Inc. | 134,113,479 | reported | 26 Feb 2025 | tx 4+3,619,600−103,950,000 |
| Krispy Kreme, Inc. | 74,850,521 | reported | 01 Dec 2021 | tx 3+478,000 |
| COTY INC. | 35,000,000 | reported | 31 Jul 2025 | tx 49+32,002,130−10,000,000 |
3 purchases reported after at least 12 months of silence — most recent on 29 Jan 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jul 2025 | EXERCISE | COTY INC. | 5,000,000 | — | deriv |
| 26 Feb 2025 | SALE | Keurig Dr Pepper Inc. | 83,950,000 | 32.65 USD | |
| 29 Jan 2025 | PURCHASE | Keurig Dr Pepper Inc. | 3,619,600 | 33.34 USD | first after silence |
| 07 Sept 2023 | OTHER | COTY INC. | 5,000,000 | — | |
| 01 Dec 2021 | PURCHASE | Krispy Kreme, Inc. | 265,086 | 13.36 USD | |
| 01 Dec 2021 | PURCHASE | Krispy Kreme, Inc. | 34,914 | 14.25 USD | |
| 12 Nov 2021 | PURCHASE | Krispy Kreme, Inc. | 178,000 | 14.56 USD | first after silence |
| 17 Nov 2020 | SALE | Keurig Dr Pepper Inc. | 20,000,000 | 28.30 USD | |
| 08 Sept 2020 | OTHER | Keurig Dr Pepper Inc. | 0 | 29.00 USD | |
| 27 Feb 2020 | PURCHASE | COTY INC. | 3,260,329 | 11.49 USD | first after silence |
| 19 Nov 2018 | PURCHASE | COTY INC. | 1,470,000 | 9.23 USD | |
| 20 Nov 2018 | PURCHASE | COTY INC. | 1,330,000 | 8.82 USD | |
| 16 Nov 2018 | PURCHASE | COTY INC. | 1,800,000 | 9.16 USD | |
| 14 Nov 2018 | PURCHASE | COTY INC. | 1,800,000 | 8.72 USD | |
| 15 Nov 2018 | PURCHASE | COTY INC. | 1,800,000 | 8.79 USD | |
| 13 Nov 2017 | PURCHASE | COTY INC. | 1,800,000 | 16.70 USD | |
| 15 Nov 2017 | PURCHASE | COTY INC. | 1,800,000 | 16.93 USD | |
| 14 Nov 2017 | PURCHASE | COTY INC. | 1,800,000 | 16.94 USD | |
| 28 Aug 2017 | PURCHASE | COTY INC. | 200,000 | 16.19 USD | |
| 25 Aug 2017 | PURCHASE | COTY INC. | 1,200,000 | 16.39 USD | |
| 24 Aug 2017 | PURCHASE | COTY INC. | 1,200,000 | 16.23 USD | |
| 10 Feb 2017 | PURCHASE | COTY INC. | 1,450,000 | 18.41 USD | |
| 14 Feb 2017 | PURCHASE | COTY INC. | 1,151,800 | 18.97 USD | |
| 13 Feb 2017 | PURCHASE | COTY INC. | 1,488,200 | 18.39 USD | |
| 22 Aug 2016 | PURCHASE | COTY INC. | 175,000 | 29.04 USD |