Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Nuveen Churchill Direct Lending Corp. | 38,117 | reported | 03 Mar 2026 | tx 16+123,058 |
| Nuveen Churchill Private Capital Income Fund | 5,042.36 | reported | 31 Dec 2024 | tx 2+10,084.72 |
| Carlyle Secured Lending, Inc. | 4,614 | reported | 11 Feb 2015 | tx 9+4,614 |
| NF Investment Corp. | 1,438 | reported | 11 Feb 2015 | tx 5+1,438 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 13.04 USD | |
| 03 Mar 2026 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 13.04 USD | |
| 06 Nov 2025 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 20,000 | 14.22 USD | |
| 12 May 2025 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 8,117 | 15.34 USD | |
| 12 May 2025 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 8,117 | 15.34 USD | |
| 31 Dec 2024 | PURCHASE | Nuveen Churchill Private Capital Income Fund | 5,042.36 | 24.79 USD | |
| 31 Dec 2024 | PURCHASE | Nuveen Churchill Private Capital Income Fund | 5,042.36 | 24.79 USD | |
| 02 Dec 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 17.37 USD | |
| 02 Dec 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 17.37 USD | |
| 27 Nov 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 17.35 USD | |
| 27 Nov 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 10,000 | 17.35 USD | |
| 05 Jan 2024 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 4,351 | 18.05 USD | |
| 03 Nov 2023 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 3,033 | 18.19 USD | first after silence |
| 21 Jan 2022 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 321 | 19.46 USD | |
| 09 Dec 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 1,091 | 19.58 USD | |
| 01 Nov 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 763 | 19.40 USD | |
| 24 Aug 2021 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 1,530 | 19.28 USD | |
| 06 Nov 2020 | PURCHASE | Nuveen Churchill Direct Lending Corp. | 15,735 | 18.71 USD | first after silence |
| 11 Feb 2015 | PURCHASE | Carlyle Secured Lending, Inc. | 486 | 19.46 USD | |
| 11 Feb 2015 | PURCHASE | NF Investment Corp. | 23 | 19.70 USD | |
| 02 Jan 2015 | PURCHASE | Carlyle Secured Lending, Inc. | 205 | 19.46 USD | |
| 21 Nov 2014 | PURCHASE | Carlyle Secured Lending, Inc. | 493 | 19.53 USD | |
| 20 Oct 2014 | PURCHASE | Carlyle Secured Lending, Inc. | 216 | 19.83 USD | |
| 01 Oct 2014 | PURCHASE | Carlyle Secured Lending, Inc. | 247 | 19.83 USD | |
| 10 Jan 2014 | PURCHASE | Carlyle Secured Lending, Inc. | 191 | 19.59 USD |
2 purchases reported after at least 12 months of silence — most recent on 03 Nov 2023.