Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 53 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 |
|---|---|---|---|---|
| SONIDA SENIOR LIVING, INC. | 2,699,593 | reported | 15 Aug 2024 | tx 53+3,895,618−359,456 |
| Clipper Realty Inc. | 1,772,163 | reported | 24 Feb 2026 | tx 46+2,215,301 |
| Five Point Holdings, LLC | 50,601 | reported | 06 Jun 2025 | tx 7+41,264,269 |
| STONEGATE MORTGAGE CORP | 0 | reported | 31 May 2017 | tx 22+856,810−2,043,161 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | Clipper Realty Inc. | 164,003 | 0.00 USD | deriv |
| 24 Feb 2026 | GRANT_AWARD | Clipper Realty Inc. | 68,973 | 0.00 USD | deriv |
| 29 Dec 2025 | PURCHASE | Clipper Realty Inc. | 2,418 | 3.71 USD | first after silence |
| 29 Dec 2025 | PURCHASE | Clipper Realty Inc. | 10,895 | 3.71 USD | |
| 31 Dec 2025 | PURCHASE | Clipper Realty Inc. | 2,793 | 3.79 USD | |
| 29 Dec 2025 | PURCHASE | Clipper Realty Inc. | 22,599 | 3.71 USD | |
| 30 Dec 2025 | PURCHASE | Clipper Realty Inc. | 19,558 | 3.70 USD | |
| 06 Jun 2025 | GRANT_AWARD | Five Point Holdings, LLC | 2,697 | 0.00 USD | |
| 12 Mar 2025 | GRANT_AWARD | Clipper Realty Inc. | 117,841 | 0.00 USD | deriv |
| 12 Mar 2025 | GRANT_AWARD | Clipper Realty Inc. | 49,557 | 0.00 USD | deriv |
| 12 Mar 2025 | GRANT_AWARD | Five Point Holdings, LLC | 37,174 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | Clipper Realty Inc. | 360,987 | 0.00 USD | deriv |
| 22 Oct 2024 | PURCHASE | Five Point Holdings, LLC | 3,283,024 | 3.15 USD | |
| 23 Oct 2024 | GRANT_AWARD | Five Point Holdings, LLC | 10,730 | 0.00 USD | |
| 22 Oct 2024 | PURCHASE | Five Point Holdings, LLC | 11,863,697 | 3.15 USD | deriv |
| 22 Oct 2024 | PURCHASE | Five Point Holdings, LLC | 7,101,625 | 3.15 USD | deriv |
| 22 Oct 2024 | PURCHASE | Five Point Holdings, LLC | 18,965,322 | 0.00 USD | deriv |
| 15 Aug 2024 | PURCHASE | SONIDA SENIOR LIVING, INC. | 250,000 | 27.00 USD | |
| 12 Mar 2024 | GRANT_AWARD | Clipper Realty Inc. | 109,184 | 0.00 USD | deriv |
| 12 Mar 2024 | GRANT_AWARD | Clipper Realty Inc. | 40,035 | 0.00 USD | deriv |
| 22 Mar 2024 | PURCHASE | SONIDA SENIOR LIVING, INC. | 526,316 | 9.50 USD | |
| 01 Feb 2024 | PURCHASE | SONIDA SENIOR LIVING, INC. | 1,052,632 | 9.50 USD | |
| 18 May 2023 | PURCHASE | SONIDA SENIOR LIVING, INC. | 25 | 6.50 USD | |
| 22 May 2023 | PURCHASE | SONIDA SENIOR LIVING, INC. | 4,049 | 6.94 USD | |
| 19 May 2023 | PURCHASE | SONIDA SENIOR LIVING, INC. | 3,800 | 6.66 USD |
5 purchases reported after at least 12 months of silence — most recent on 29 Dec 2025.