Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| GOODYEAR TIRE & RUBBER CO /OH/ | 120,738 | reported | 14 Apr 2025 | tx 55+163,762 |
| PAPA JOHNS INTERNATIONAL INC | 30,916.702 | reported | 29 May 2026 | tx 104+55,279.402−5,772 |
| BOEING CO | 29,725.81 | reported | 30 Jul 2007 | tx 130+350,557.1−400,251.6 |
| NUCOR CORP | 20,438 | reported | 01 Jun 2025 | tx 10+20,438 |
| AMERICAN INTERNATIONAL GROUP, INC. | 4,480 | reported | 16 May 2012 | tx 15+25,805 |
| CELESTICA INC | 810 | reported | 20 May 2026 | tx 9+7,670 |
| LEE SARA CORP | 0 | reported | 28 Aug 2014 | tx 39+76,100.114−32,540 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 274 | 34.21 USD | |
| 29 May 2026 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 54.682 | 34.21 USD | |
| 19 May 2026 | GRANT_AWARD | CELESTICA INC | 108 | 0.00 USD | deriv |
| 20 May 2026 | GRANT_AWARD | CELESTICA INC | 810 | 0.00 USD | deriv |
| 11 May 2026 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 4,494 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 58.37 | 31.59 USD | |
| 20 Feb 2026 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 230 | 31.59 USD | |
| 31 Dec 2025 | GRANT_AWARD | CELESTICA INC | 170 | 0.00 USD | deriv |
| 28 Nov 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 43.35 | 42.07 USD | |
| 28 Nov 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 169 | 42.07 USD | |
| 30 Oct 2025 | PURCHASE | CELESTICA INC | 1,473 | 342.44 USD | |
| 30 Oct 2025 | PURCHASE | CELESTICA INC | 3,227 | 341.96 USD | first after silence |
| 30 Oct 2025 | PURCHASE | CELESTICA INC | 600 | 340.55 USD | |
| 30 Oct 2025 | PURCHASE | CELESTICA INC | 700 | 339.68 USD | |
| 29 Aug 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 145 | 48.71 USD | |
| 29 Aug 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 37.09 | 48.71 USD | |
| 01 Jun 2025 | GRANT_AWARD | NUCOR CORP | 1,554 | 109.36 USD | |
| 30 May 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 155 | 45.25 USD | |
| 30 May 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 39.53 | 45.25 USD | |
| 12 May 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 3,289 | 0.00 USD | |
| 14 Apr 2025 | GRANT_AWARD | GOODYEAR TIRE & RUBBER CO /OH/ | 19,048 | 9.45 USD | deriv |
| 21 Feb 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 37.12 | 47.72 USD | |
| 21 Feb 2025 | GRANT_AWARD | PAPA JOHNS INTERNATIONAL INC | 114 | 47.72 USD | |
| 31 Jan 2025 | GRANT_AWARD | CELESTICA INC | 149 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | CELESTICA INC | 433 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 30 Oct 2025.