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 |
|---|---|---|---|---|
| Quanex Building Products CORP | 19,239.046 | reported | 28 May 2026 | tx 29+64,042.03 |
| LCI INDUSTRIES | 7,662 | reported | 01 Mar 2026 | tx 414+2,141,795.38−2,048,527.89 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | Quanex Building Products CORP | 1,261.29 | 18.83 USD | deriv |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 7,658 | 133.20 USD | |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 7,548 | 133.20 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | LCI INDUSTRIES | 10,387 | 0.00 USD | |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 8,371 | 133.20 USD | |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 7,548 | 133.20 USD | deriv |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 7,658 | 133.20 USD | deriv |
| 01 Mar 2026 | EXERCISE | LCI INDUSTRIES | 8,371 | 133.20 USD | deriv |
| 01 Mar 2026 | GRANT_AWARD | LCI INDUSTRIES | 17,214 | 0.00 USD | deriv |
| 01 Mar 2026 | GRANT_AWARD | LCI INDUSTRIES | 25,821 | 0.00 USD | deriv |
| 01 Mar 2026 | OTHER | LCI INDUSTRIES | 48,117 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | Quanex Building Products CORP | 1,139.09 | 20.85 USD | deriv |
| 24 Feb 2026 | SALE | LCI INDUSTRIES | 10,000 | 142.76 USD | |
| 23 Feb 2026 | SALE | LCI INDUSTRIES | 30,000 | 145.03 USD | |
| 20 Feb 2026 | SALE | LCI INDUSTRIES | 10,000 | 148.01 USD | |
| 04 Dec 2025 | GRANT_AWARD | Quanex Building Products CORP | 1,738.65 | 13.66 USD | deriv |
| 03 Nov 2025 | GRANT_AWARD | Quanex Building Products CORP | 8,045 | 0.00 USD | deriv |
| 28 Aug 2025 | GRANT_AWARD | Quanex Building Products CORP | 1,111.37 | 21.37 USD | deriv |
| 29 May 2025 | GRANT_AWARD | Quanex Building Products CORP | 1,397.2 | 17.32 USD | deriv |
| 01 Mar 2025 | EXERCISE | LCI INDUSTRIES | 6,647 | 103.82 USD | |
| 01 Mar 2025 | EXERCISE | LCI INDUSTRIES | 7,203 | 103.82 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | LCI INDUSTRIES | 9,331 | 0.00 USD | |
| 01 Mar 2025 | EXERCISE | LCI INDUSTRIES | 7,309 | 103.82 USD | |
| 01 Mar 2025 | EXERCISE | LCI INDUSTRIES | 7,203 | 103.82 USD | deriv |
| 01 Mar 2025 | EXERCISE | LCI INDUSTRIES | 6,647 | 103.82 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 21 Dec 2021.