Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Fortress Investment Group LLC | 49,189,480 | reported | 01 Apr 2010 | tx 6+4,582,684−6,362,684 |
| Hagerty, Inc. | 748,097 | reported | 22 Dec 2025 | tx 377+21,311,462−14,387,134 |
| Brookdale Senior Living Inc. | 660,832 | reported | 08 Nov 2010 | tx 3−2,077,621 |
| Aldel Financial II Inc. | 87,500 | reported | 27 Oct 2025 | tx 4+1,716,250−12,500 |
| Global Net Lease, Inc. | 66,248 | reported | 21 May 2026 | tx 6+62,375 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Global Net Lease, Inc. | 13,859 | 9.38 USD | |
| 01 Jan 2026 | GRANT_AWARD | Global Net Lease, Inc. | 4,215 | 8.60 USD | |
| 01 Oct 2025 | GRANT_AWARD | Global Net Lease, Inc. | 4,693 | 8.19 USD | |
| 22 Dec 2025 | GIFT | Hagerty, Inc. | 150,000 | 0.00 USD | |
| 27 Oct 2025 | OTHER | Aldel Financial II Inc. | 12,500 | — | deriv |
| 27 Oct 2025 | SALE | Hagerty, Inc. | 15,270 | 11.12 USD | |
| 24 Oct 2025 | SALE | Hagerty, Inc. | 14,731 | 11.16 USD | |
| 22 Oct 2025 | SALE | Hagerty, Inc. | 9,495 | 11.18 USD | |
| 23 Oct 2025 | SALE | Hagerty, Inc. | 15,000 | 11.12 USD | |
| 17 Oct 2025 | SALE | Hagerty, Inc. | 14,644 | 11.33 USD | |
| 21 Oct 2025 | SALE | Hagerty, Inc. | 12,219 | 11.19 USD | |
| 20 Oct 2025 | SALE | Hagerty, Inc. | 8,286 | 11.20 USD | |
| 15 Oct 2025 | SALE | Hagerty, Inc. | 12,391 | 12.14 USD | |
| 14 Oct 2025 | SALE | Hagerty, Inc. | 55,524 | 12.16 USD | |
| 16 Oct 2025 | SALE | Hagerty, Inc. | 23,392 | 11.64 USD | |
| 08 Oct 2025 | SALE | Hagerty, Inc. | 22,629 | 12.00 USD | |
| 07 Oct 2025 | SALE | Hagerty, Inc. | 6,861 | 11.90 USD | |
| 06 Oct 2025 | SALE | Hagerty, Inc. | 3,024 | 12.01 USD | |
| 02 Oct 2025 | SALE | Hagerty, Inc. | 21,314 | 11.98 USD | |
| 01 Oct 2025 | SALE | Hagerty, Inc. | 18,372 | 12.06 USD | |
| 30 Sept 2025 | SALE | Hagerty, Inc. | 30,187 | 11.96 USD | |
| 29 Sept 2025 | SALE | Hagerty, Inc. | 5,506 | 11.77 USD | |
| 22 Sept 2025 | SALE | Hagerty, Inc. | 34,447 | 12.38 USD | |
| 16 Sept 2025 | SALE | Hagerty, Inc. | 17,622 | 12.46 USD | |
| 15 Sept 2025 | SALE | Hagerty, Inc. | 11,433 | 12.79 USD |
2 purchases reported after at least 12 months of silence — most recent on 23 Oct 2024.