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 |
|---|---|---|---|---|
| NCS Multistage Holdings, Inc. | 276,028 | reported | 28 Feb 2020 | tx 13+262,794 |
| HF Sinclair Corp | 162,053 | reported | 18 May 2026 | tx 19+100,338 |
| COOPER CAMERON CORP | 138,151 | reported | 27 Mar 2008 | tx 63+760,149−824,545 |
| HOLLY CORP | 76,715 | reported | 12 Nov 2021 | tx 25+97,768−30,000 |
| COMFORT SYSTEMS USA INC | 68,815 | reported | 21 May 2026 | tx 119+328,106−266,796 |
| INPUT OUTPUT INC | 25,000 | reported | 01 Mar 2019 | tx 43+488,781−216,014 |
| FRONTIER OIL CORP /NEW/ | 0 | reported | 01 Jul 2011 | tx 3+16,690−16,690 |
| FORUM ENERGY TECHNOLOGIES, INC. | 0 | reported | 08 Mar 2017 | tx 24+80,438−31,164 |
| SEAHAWK DRILLING, INC. | 0 | reported | 14 Jul 2011 | tx 13+16,475−22,883 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GIFT | COMFORT SYSTEMS USA INC | 273 | 0.00 USD | |
| 18 May 2026 | GRANT_AWARD | COMFORT SYSTEMS USA INC | 105 | 0.00 USD | |
| 18 May 2026 | GRANT_AWARD | HF Sinclair Corp | 1,500 | 0.00 USD | |
| 18 May 2026 | PURCHASE | HF Sinclair Corp | 15,000 | 69.11 USD | first after silence |
| 07 May 2026 | GIFT | COMFORT SYSTEMS USA INC | 51 | 0.00 USD | |
| 07 May 2026 | GIFT | COMFORT SYSTEMS USA INC | 205 | 0.00 USD | |
| 07 May 2026 | GIFT | COMFORT SYSTEMS USA INC | 256 | 0.00 USD | |
| 07 May 2026 | SALE | COMFORT SYSTEMS USA INC | 4,500 | 1902.57 USD | |
| 17 Apr 2026 | GRANT_AWARD | HF Sinclair Corp | 1,747 | 0.00 USD | |
| 25 Mar 2026 | GRANT_AWARD | HF Sinclair Corp | 1,798 | 0.00 USD | |
| 25 Feb 2026 | SALE | COMFORT SYSTEMS USA INC | 8,636 | 1472.56 USD | |
| 03 Dec 2025 | GIFT | COMFORT SYSTEMS USA INC | 270 | 0.00 USD | |
| 12 Nov 2025 | GRANT_AWARD | HF Sinclair Corp | 2,943 | 0.00 USD | |
| 29 Oct 2025 | SALE | COMFORT SYSTEMS USA INC | 5,000 | 1006.68 USD | |
| 05 Aug 2025 | GIFT | COMFORT SYSTEMS USA INC | 25 | 0.00 USD | |
| 05 Aug 2025 | GIFT | COMFORT SYSTEMS USA INC | 72 | 0.00 USD | |
| 06 Aug 2025 | SALE | COMFORT SYSTEMS USA INC | 4,500 | 683.57 USD | |
| 02 Jun 2025 | GIFT | COMFORT SYSTEMS USA INC | 500 | 0.00 USD | |
| 16 May 2025 | GRANT_AWARD | COMFORT SYSTEMS USA INC | 342 | 0.00 USD | |
| 06 May 2025 | GIFT | COMFORT SYSTEMS USA INC | 47 | 0.00 USD | |
| 06 May 2025 | GIFT | COMFORT SYSTEMS USA INC | 300 | 0.00 USD | |
| 06 May 2025 | GIFT | COMFORT SYSTEMS USA INC | 1,000 | 0.00 USD | |
| 26 Feb 2025 | PURCHASE | HF Sinclair Corp | 5,000 | 35.66 USD | |
| 13 Nov 2024 | GRANT_AWARD | HF Sinclair Corp | 3,772 | 0.00 USD | |
| 01 Nov 2024 | PURCHASE | HF Sinclair Corp | 5,000 | 38.76 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 May 2026.