Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| Enpro Inc. | 240,641 | reported | 13 Feb 2020 | tx 125+693,091−513,192 |
| Sleep Number Corp | 127,572 | reported | 21 May 2026 | tx 10+133,650.75 |
| LOUISIANA-PACIFIC CORP | 43,080 | reported | 08 May 2026 | tx 24+59,571−11,638 |
| Atmus Filtration Technologies Inc. | 38,588 | reported | 12 May 2026 | tx 8+38,588 |
| GEORGIA GULF CORP /DE/ | 15,795 | reported | 21 May 2013 | tx 6+15,795 |
| VALVOLINE INC | 14,802 | reported | 25 Jan 2023 | tx 23+54,063.68−3,847 |
| Veritiv Corp | 0 | reported | 30 Nov 2023 | tx 14+27,118−27,119 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Sleep Number Corp | 15,067 | 0.00 USD | |
| 12 May 2026 | GRANT_AWARD | Atmus Filtration Technologies Inc. | 2,619 | 0.00 USD | |
| 08 May 2026 | GRANT_AWARD | LOUISIANA-PACIFIC CORP | 1,863 | 0.00 USD | |
| 07 Nov 2025 | PURCHASE | LOUISIANA-PACIFIC CORP | 3,200 | 78.06 USD | first after silence |
| 28 May 2025 | GRANT_AWARD | Sleep Number Corp | 9,776 | 0.00 USD | |
| 20 May 2025 | GRANT_AWARD | Atmus Filtration Technologies Inc. | 3,886 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | LOUISIANA-PACIFIC CORP | 1,499 | 0.00 USD | |
| 10 Dec 2024 | GRANT_AWARD | Sleep Number Corp | 1,331.81 | 19.71 USD | deriv |
| 18 Sept 2024 | GRANT_AWARD | Sleep Number Corp | 1,339.97 | 19.59 USD | deriv |
| 07 Aug 2024 | PURCHASE | Atmus Filtration Technologies Inc. | 8,250 | 31.56 USD | |
| 06 Aug 2024 | PURCHASE | Sleep Number Corp | 43,000 | 12.35 USD | |
| 21 May 2024 | GRANT_AWARD | Sleep Number Corp | 5,457 | 0.00 USD | |
| 21 May 2024 | GRANT_AWARD | Sleep Number Corp | 1,712.33 | 15.33 USD | deriv |
| 17 May 2024 | GRANT_AWARD | LOUISIANA-PACIFIC CORP | 1,549 | 0.00 USD | |
| 14 May 2024 | GRANT_AWARD | Atmus Filtration Technologies Inc. | 4,565 | 0.00 USD | |
| 13 Mar 2024 | GRANT_AWARD | Sleep Number Corp | 1,694.64 | — | deriv |
| 14 Dec 2023 | GRANT_AWARD | Sleep Number Corp | 4,272 | 0.00 USD | |
| 30 Nov 2023 | OTHER | Veritiv Corp | 6,600 | 170.00 USD | |
| 30 Nov 2023 | OTHER | Veritiv Corp | 19,019 | 170.00 USD | deriv |
| 10 Nov 2023 | PURCHASE | Sleep Number Corp | 50,000 | 9.70 USD | |
| 09 Nov 2023 | PURCHASE | Atmus Filtration Technologies Inc. | 5,200 | 19.49 USD | |
| 06 Nov 2023 | GIFT | Veritiv Corp | 1,500 | 0.00 USD | |
| 14 Aug 2023 | GRANT_AWARD | Atmus Filtration Technologies Inc. | 4,624 | — | |
| 05 Jun 2023 | GRANT_AWARD | Veritiv Corp | 109 | 109.03 USD | deriv |
| 02 Jun 2023 | GRANT_AWARD | Atmus Filtration Technologies Inc. | 4,844 | — |
6 purchases reported after at least 12 months of silence — most recent on 07 Nov 2025.