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 |
|---|---|---|---|---|
| KAMAN CORP | 218,994.93 | reported | 26 Aug 2020 | tx 47+226,376 |
| TRIUMPH GROUP INC / | 79,311 | reported | 08 Aug 2024 | tx 10+79,311 |
| HUBBELL INC | 7,651.28 | reported | 15 May 2025 | tx 121+39,582.5−11,842.92 |
| BARNES GROUP INC | 3,968 | reported | 27 Jan 2025 | tx 9+12,846−12,846 |
| HUGHES SUPPLY INC | 0 | reported | 30 Mar 2006 | tx 3−68,121 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2025 | GRANT_AWARD | HUBBELL INC | 38.8 | 386.64 USD | deriv |
| 06 May 2025 | GRANT_AWARD | HUBBELL INC | 457 | 0.00 USD | deriv |
| 14 Feb 2025 | GRANT_AWARD | HUBBELL INC | 38.45 | 390.14 USD | deriv |
| 27 Jan 2025 | OTHER | BARNES GROUP INC | 8,878 | 47.50 USD | |
| 27 Jan 2025 | OTHER | BARNES GROUP INC | 3,968 | 47.50 USD | |
| 15 Nov 2024 | GRANT_AWARD | HUBBELL INC | 34.28 | 437.61 USD | deriv |
| 15 Aug 2024 | GRANT_AWARD | HUBBELL INC | 39.37 | 380.97 USD | deriv |
| 08 Aug 2024 | GRANT_AWARD | TRIUMPH GROUP INC / | 10,324 | 0.00 USD | |
| 04 Jun 2024 | PURCHASE | TRIUMPH GROUP INC / | 2,500 | 14.12 USD | |
| 04 Jun 2024 | PURCHASE | TRIUMPH GROUP INC / | 7,500 | 14.13 USD | |
| 15 May 2024 | GRANT_AWARD | HUBBELL INC | 35.84 | 404.73 USD | deriv |
| 07 May 2024 | GRANT_AWARD | HUBBELL INC | 409 | 0.00 USD | deriv |
| 03 May 2024 | PURCHASE | HUBBELL INC | 500 | 378.77 USD | |
| 03 May 2024 | GRANT_AWARD | BARNES GROUP INC | 3,968 | 0.00 USD | |
| 15 Feb 2024 | GRANT_AWARD | HUBBELL INC | 38.33 | 358.69 USD | deriv |
| 09 Feb 2024 | GRANT_AWARD | BARNES GROUP INC | 1,033 | 0.00 USD | |
| 09 Feb 2024 | PURCHASE | TRIUMPH GROUP INC / | 7,200 | 14.53 USD | |
| 15 Nov 2023 | GRANT_AWARD | HUBBELL INC | 47.51 | 289.41 USD | deriv |
| 31 Oct 2023 | PURCHASE | BARNES GROUP INC | 1,000 | 20.05 USD | |
| 31 Oct 2023 | PURCHASE | BARNES GROUP INC | 1,000 | 20.07 USD | |
| 15 Aug 2023 | GRANT_AWARD | HUBBELL INC | 44.83 | 306.70 USD | deriv |
| 15 Aug 2023 | PURCHASE | TRIUMPH GROUP INC / | 10,000 | 8.04 USD | |
| 25 Jul 2023 | GRANT_AWARD | TRIUMPH GROUP INC / | 11,854 | 0.00 USD | |
| 19 May 2023 | GRANT_AWARD | BARNES GROUP INC | 973 | 0.00 USD | |
| 15 May 2023 | GRANT_AWARD | HUBBELL INC | 50.26 | 273.58 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 27 May 2022.