Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 40 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 |
|---|---|---|---|---|
| ATI INC | 160,338.42 | reported | 14 Apr 2022 | tx 51+319,606−148,654.03 |
| KRONOS WORLDWIDE INC | 37,611.461 | reported | 18 May 2026 | tx 16+38,501 |
| NL INDUSTRIES INC | 24,350 | reported | 14 May 2026 | tx 28+24,350 |
| STONERIDGE INC | 14,400 | reported | 04 Feb 2013 | tx 3+99,600 |
| COMPX INTERNATIONAL INC | 6,789.76 | reported | 25 May 2023 | tx 12+6,789.76 |
| VALHI INC /DE/ | 1,900 | reported | 25 May 2023 | tx 2+1,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | PURCHASE | KRONOS WORLDWIDE INC | 3,731 | 6.70 USD | |
| 18 May 2026 | PURCHASE | KRONOS WORLDWIDE INC | 3,735 | 6.75 USD | |
| 18 May 2026 | PURCHASE | KRONOS WORLDWIDE INC | 335 | 6.76 USD | first after silence |
| 18 May 2026 | PURCHASE | KRONOS WORLDWIDE INC | 6,800 | 6.77 USD | |
| 14 May 2026 | GRANT_AWARD | NL INDUSTRIES INC | 6,000 | 6.67 USD | |
| 13 May 2026 | GRANT_AWARD | KRONOS WORLDWIDE INC | 5,550 | 7.22 USD | |
| 15 May 2025 | GRANT_AWARD | NL INDUSTRIES INC | 2,500 | 8.04 USD | |
| 14 May 2025 | GRANT_AWARD | KRONOS WORLDWIDE INC | 2,800 | 7.17 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 1 | 7.37 USD | anomaly |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 10 | 7.40 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 113 | 7.46 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 1,000 | 6.93 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 1,000 | 7.07 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 500 | 7.08 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 470 | 7.14 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 1,000 | 7.15 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 100 | 7.18 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 1,000 | 7.19 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 9 | 7.21 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 122 | 7.22 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 113 | 7.23 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 186 | 7.24 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 188 | 7.33 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 100 | 7.34 USD | |
| 12 Mar 2025 | PURCHASE | NL INDUSTRIES INC | 588 | 7.36 USD |
4 purchases reported after at least 12 months of silence — most recent on 18 May 2026.