Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Portillo's Inc. | 486,415 | reported | 11 May 2026 | tx 5+537,507 |
| DARDEN RESTAURANTS INC | 160,699 | reported | 20 Sept 2023 | tx 296+4,742,936.6−3,980,481 |
| ADVANCE AUTO PARTS INC | 83,999.998 | reported | 24 Apr 2026 | tx 74+115,127.277−182.26 |
| RARE HOSPITALITY INTERNATIONAL INC | 22,215 | reported | 01 Oct 2007 | tx 53+342,374−388,980 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | PURCHASE | Portillo's Inc. | 70,165 | 4.28 USD | |
| 24 Apr 2026 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 346.027 | 58.18 USD | |
| 13 Mar 2026 | PURCHASE | Portillo's Inc. | 286,000 | 5.18 USD | |
| 23 Jan 2026 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 428.15 | 46.77 USD | |
| 02 Jan 2026 | GRANT_AWARD | Portillo's Inc. | 49,019 | 0.00 USD | |
| 24 Oct 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 365.35 | 54.56 USD | |
| 15 Oct 2025 | GRANT_AWARD | Portillo's Inc. | 2,073 | 0.00 USD | |
| 07 Aug 2025 | PURCHASE | Portillo's Inc. | 130,250 | 7.68 USD | |
| 25 Jul 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 338.26 | 58.68 USD | |
| 27 May 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 3,024.19 | 49.60 USD | |
| 27 May 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 3,326.61 | 49.60 USD | |
| 25 Apr 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 551.2 | 32.88 USD | |
| 06 Mar 2025 | PURCHASE | ADVANCE AUTO PARTS INC | 14,640 | 34.15 USD | first after silence |
| 24 Jan 2025 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 372.22 | 48.44 USD | |
| 25 Oct 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 487.44 | 36.74 USD | |
| 26 Jul 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 293.53 | 60.76 USD | |
| 04 Jun 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 2,530.29 | 65.21 USD | |
| 04 Jun 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 2,300.26 | 65.21 USD | |
| 26 Apr 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 220.55 | 75.14 USD | |
| 26 Jan 2024 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 249.21 | 66.25 USD | |
| 27 Oct 2023 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 329.21 | 49.90 USD | |
| 20 Sept 2023 | EXERCISE | DARDEN RESTAURANTS INC | 2,742 | 0.00 USD | |
| 20 Sept 2023 | EXERCISE | DARDEN RESTAURANTS INC | 2,742 | 0.00 USD | deriv |
| 28 Aug 2023 | GRANT_AWARD | ADVANCE AUTO PARTS INC | 17,141.55 | 65.63 USD | |
| 13 Sept 2023 | PURCHASE | ADVANCE AUTO PARTS INC | 8,670 | 57.65 USD |
4 purchases reported after at least 12 months of silence — most recent on 06 Mar 2025.