Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 18 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 |
|---|---|---|---|---|
| Alight, Inc. / Delaware | 1,639,852 | reported | 31 Dec 2025 | tx 43+1,739,885.04−145,902 |
| Cannae Holdings, Inc. | 248,615 | reported | 24 May 2024 | tx 27+354,114−179,832 |
| Fidelity National Financial, Inc. | 137,404 | reported | 03 Nov 2021 | tx 107+931,806.96−556,006.91 |
| Austerlitz Acquisition Corp I | 100,000 | reported | 12 May 2021 | tx 1+100,000 |
| Fidelity National Information Services, Inc. | 75,441 | reported | 25 May 2017 | tx 43+314,804−183,810 |
| Black Knight Financial Services, Inc. | 70,237 | reported | 19 Feb 2020 | tx 12+71,627−105,861 |
| FIRST FEDERAL BANCSHARES OF ARKANSAS INC | 0 | reported | 20 Apr 2018 | tx 56+7,241,923−24,580,629 |
| ALLTEL CORP | 0 | reported | 16 Nov 2007 | tx 10+171,000−178,320 |
| CF Corp | 0 | reported | 01 Jun 2020 | tx 16+2,332,067−2,405,596 |
| Dun & Bradstreet Holdings, Inc. | 0 | reported | 26 Aug 2025 | tx 17+960,865−2,300,653 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 14,743 | 1.95 USD | |
| 26 Nov 2025 | PURCHASE | Alight, Inc. / Delaware | 100,000 | 2.33 USD | |
| 30 Sept 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 8,819 | 3.26 USD | |
| 26 Aug 2025 | OTHER | Dun & Bradstreet Holdings, Inc. | 448,874 | — | |
| 02 Jul 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 33,783 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 5,079 | 5.66 USD | |
| 09 May 2025 | SALE | Dun & Bradstreet Holdings, Inc. | 100,000 | 8.95 USD | |
| 31 Mar 2025 | GRANT_AWARD | Alight, Inc. / Delaware | 3,939 | 5.93 USD | |
| 10 Mar 2025 | GRANT_AWARD | Dun & Bradstreet Holdings, Inc. | 23,810 | 0.00 USD | |
| 10 Mar 2025 | PURCHASE | Alight, Inc. / Delaware | 100,000 | 6.39 USD | first after silence |
| 31 Dec 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 3,251 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 3,040 | 0.00 USD | |
| 02 Jul 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 21,156 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 3,048 | 0.00 USD | |
| 24 May 2024 | SALE | Cannae Holdings, Inc. | 25,752 | 19.38 USD | |
| 17 Apr 2024 | SALE | Cannae Holdings, Inc. | 30,000 | 19.63 USD | |
| 10 Apr 2024 | SALE | Cannae Holdings, Inc. | 50,000 | 20.60 USD | |
| 09 Apr 2024 | SALE | Cannae Holdings, Inc. | 50,000 | 20.82 USD | |
| 05 Apr 2024 | SALE | Cannae Holdings, Inc. | 23,050 | 20.57 USD | |
| 29 Mar 2024 | GRANT_AWARD | Alight, Inc. / Delaware | 2,284 | 0.00 USD | |
| 11 Mar 2024 | GRANT_AWARD | Dun & Bradstreet Holdings, Inc. | 19,139 | 0.00 USD | |
| 21 Nov 2023 | GIFT | Dun & Bradstreet Holdings, Inc. | 15,500 | 0.00 USD | |
| 29 Dec 2023 | GRANT_AWARD | Alight, Inc. / Delaware | 2,637 | 0.00 USD | |
| 03 Nov 2023 | GIFT | Dun & Bradstreet Holdings, Inc. | 92,400 | 0.00 USD | |
| 05 Oct 2023 | PURCHASE | Alight, Inc. / Delaware | 50,000 | 6.45 USD |
5 purchases reported after at least 12 months of silence — most recent on 10 Mar 2025.