Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Mondelez International, Inc. | 190,900 | reported | 23 Feb 2012 | tx 20+907,115−74,655 |
| CARRIER GLOBAL Corp | 165,200 | reported | 14 May 2020 | tx 1+165,200 |
| Kraft Foods Group, Inc. | 156,846 | reported | 25 Feb 2013 | tx 7+196,268−31,164 |
| WALGREEN CO | 74,575 | reported | 01 Nov 2014 | tx 4+88,638 |
| Lamb Weston Holdings, Inc. |
| 55,961 |
| reported |
| 02 Oct 2025 |
| tx 13+175,576.31−4,925 |
| Freshpet, Inc. | 39,879 | reported | 18 May 2026 | tx 13+15,879 |
| Walgreens Boots Alliance, Inc. | 39,474 | reported | 26 Jan 2015 | tx 3+40,935−2,592 |
| KENNAMETAL INC | 35,196.47 | reported | 26 Nov 2019 | tx 128+226,005.26−106,440.63 |
| CONAGRA BRANDS INC. | 5,717 | reported | 03 Oct 2016 | tx 7+8,721 |
| RR Donnelley & Sons Co | 0 | reported | 25 Feb 2022 | tx 16+383,069−323,021 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | PURCHASE | Freshpet, Inc. | 3,000 | 48.67 USD | |
| 10 Mar 2026 | GRANT_AWARD | Freshpet, Inc. | 1,589 | 0.00 USD | |
| 02 Oct 2025 | GRANT_AWARD | Lamb Weston Holdings, Inc. | 4,345 | 0.00 USD | |
| 10 Sept 2025 | PURCHASE | Freshpet, Inc. | 3,500 | 56.00 USD | |
| 25 Jul 2025 | GRANT_AWARD | Lamb Weston Holdings, Inc. | 1,109 | 0.00 USD | |
| 14 Mar 2025 | PURCHASE | Freshpet, Inc. | 1,250 | 88.20 USD | |
| 14 Mar 2025 | PURCHASE | Freshpet, Inc. | 500 | 89.13 USD | |
| 11 Mar 2025 | GRANT_AWARD | Freshpet, Inc. | 1,432 | 0.00 USD | |
| 25 Feb 2025 | PURCHASE | Freshpet, Inc. | 250 | 103.55 USD | |
| 25 Feb 2025 | PURCHASE | Freshpet, Inc. | 750 | 106.67 USD | |
| 25 Feb 2025 | PURCHASE | Freshpet, Inc. | 250 | 105.00 USD | |
| 25 Feb 2025 | PURCHASE | Freshpet, Inc. | 500 | 102.50 USD | |
| 24 Feb 2025 | PURCHASE | Freshpet, Inc. | 250 | 105.00 USD | first after silence |
| 15 Mar 2024 | GRANT_AWARD | Freshpet, Inc. | 1,095 | 0.00 USD | |
| 21 Aug 2023 | GRANT_AWARD | Freshpet, Inc. | 1,513 | 0.00 USD | |
| 25 Feb 2022 | OTHER | RR Donnelley & Sons Co | 204,181 | 10.85 USD | |
| 20 May 2021 | GRANT_AWARD | RR Donnelley & Sons Co | 24,822 | 5.64 USD | |
| 14 May 2021 | OTHER | RR Donnelley & Sons Co | 59,420 | 4.43 USD | |
| 14 May 2021 | EXERCISE | RR Donnelley & Sons Co | 59,420 | — | |
| 14 May 2021 | EXERCISE | RR Donnelley & Sons Co | 59,420 | — | deriv |
| 14 May 2020 | GRANT_AWARD | RR Donnelley & Sons Co | 76,502 | 1.03 USD | |
| 14 May 2020 | GRANT_AWARD | RR Donnelley & Sons Co | 59,420 | — | deriv |
| 14 May 2020 | GRANT_AWARD | CARRIER GLOBAL Corp | 165,200 | 16.55 USD | deriv |
| 26 Nov 2019 | GRANT_AWARD | KENNAMETAL INC | 599.61 | 35.44 USD | deriv |
| 27 Aug 2019 | GRANT_AWARD | KENNAMETAL INC | 763.56 | 27.83 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 24 Feb 2025.