Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 19 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 |
|---|---|---|---|---|
| Mediaco Holding Inc. | 35,426,400 | reported | 12 Sept 2025 | tx 75+34,053,545−2,391,627 |
| National CineMedia, Inc. | 12,932,382 | reported | 07 Sept 2022 | tx 39+5,286,026−6,485,608 |
| STRATEGIC DIAGNOSTICS INC/DE/ | 5,943,519 | reported | 13 Jul 2020 | tx 18+497,724−1,843,814 |
| PENN OCTANE CORP | 5,680,107 | reported | 15 Apr 2009 | tx 35+763,042 |
| Turning Point Brands, Inc. | 3,067,056 | reported | 03 May 2021 | tx 13+1,433,800−6,580,497 |
| ALST Casino Holdco, LLC | 133,860 | reported | 19 May 2014 | tx 1+10,032 |
| Bally's Corp | 64,080 | reported | 31 Dec 2025 | tx 17+893,676−32,036,942 |
| MEDIA GENERAL INC | 0 | reported | 17 Jan 2017 | tx 7+14,705−3,588,936 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | Bally's Corp | 3,027 | 0.00 USD | |
| 16 Sept 2025 | OTHER | Bally's Corp | 2,400,000 | 0.00 USD | |
| 12 Sept 2025 | OTHER | Mediaco Holding Inc. | 2,105,596 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | Bally's Corp | 5,219 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Bally's Corp | 18,450 | 0.00 USD | |
| 07 Feb 2025 | GRANT_AWARD | Bally's Corp | 26,909,895 | — | |
| 31 Dec 2024 | GRANT_AWARD | Bally's Corp | 2,795 | 0.00 USD | |
| 18 Oct 2024 | OTHER | Bally's Corp | 1,740,000 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | Bally's Corp | 2,899 | 0.00 USD | |
| 16 Apr 2024 | GRANT_AWARD | Mediaco Holding Inc. | 20,733,869 | 1.43 USD | |
| 16 Apr 2024 | OTHER | Mediaco Holding Inc. | 286,031 | — | |
| 07 Dec 2022 | SALE | Bally's Corp | 475,000 | 22.60 USD | |
| 07 Sept 2022 | SALE | National CineMedia, Inc. | 4,516,890 | 0.90 USD | |
| 28 Jul 2022 | PURCHASE | Mediaco Holding Inc. | 12,899,480 | 2.32 USD | |
| 12 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 3,000 | 6.35 USD | |
| 13 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 3,040 | 6.32 USD | |
| 14 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 12,591 | 5.79 USD | |
| 04 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 17,159 | 5.75 USD | |
| 06 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 17,005 | 5.56 USD | |
| 05 Jan 2022 | PURCHASE | Mediaco Holding Inc. | 14,614 | 5.81 USD | |
| 27 Dec 2021 | PURCHASE | Mediaco Holding Inc. | 41,974 | 4.54 USD | |
| 29 Dec 2021 | PURCHASE | Mediaco Holding Inc. | 12,500 | 4.60 USD | |
| 28 Dec 2021 | PURCHASE | Mediaco Holding Inc. | 22,927 | 4.74 USD | |
| 22 Dec 2021 | PURCHASE | Mediaco Holding Inc. | 31,167 | 4.20 USD | |
| 21 Dec 2021 | PURCHASE | Mediaco Holding Inc. | 26,977 | 4.21 USD |
4 purchases reported after at least 12 months of silence — most recent on 02 Dec 2021.