Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Dauch Corp | 179,953 | reported | 01 May 2025 | tx 8+179,953 |
| TRIMAS CORP | 72,762 | reported | 14 Mar 2026 | tx 30+95,753−23,658 |
| nVent Electric plc | 16,853 | reported | 15 May 2026 | tx 21+48,225−30,413 |
| APOGEE ENTERPRISES, INC. | 13,483 | reported | 25 Jun 2025 | tx 14+41,211−27,728 |
| HARMAN INTERNATIONAL INDUSTRIES INC /DE/ | 0 | reported | 10 Mar 2017 | tx 106+808,942.7−702,509.87 |
| TMS International Corp. | 0 | reported | 16 Oct 2013 | tx 3+9,432−9,432 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | nVent Electric plc | 976 | 0.00 USD | |
| 15 May 2026 | TAX_WITHHOLDING | nVent Electric plc | 602 | 169.01 USD | |
| 14 Mar 2026 | GRANT_AWARD | TRIMAS CORP | 2,853 | 0.00 USD | |
| 04 Aug 2025 | SALE | nVent Electric plc | 20,597 | 89.88 USD | |
| 25 Jun 2025 | GRANT_AWARD | APOGEE ENTERPRISES, INC. | 2,954 | 0.00 USD | |
| 16 May 2025 | TAX_WITHHOLDING | nVent Electric plc | 732 | 67.56 USD | |
| 16 May 2025 | GRANT_AWARD | nVent Electric plc | 2,368 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Dauch Corp | 39,474 | 3.80 USD | |
| 14 Mar 2025 | GRANT_AWARD | TRIMAS CORP | 4,140 | 0.00 USD | |
| 28 Feb 2025 | PURCHASE | TRIMAS CORP | 14,612 | 20.81 USD | |
| 15 Aug 2024 | PURCHASE | nVent Electric plc | 7,566 | 65.71 USD | |
| 20 Jun 2024 | GRANT_AWARD | APOGEE ENTERPRISES, INC. | 1,893 | 0.00 USD | |
| 17 May 2024 | GRANT_AWARD | nVent Electric plc | 1,875 | 0.00 USD | |
| 17 May 2024 | TAX_WITHHOLDING | nVent Electric plc | 1,547 | 80.01 USD | |
| 07 May 2024 | PURCHASE | TRIMAS CORP | 6,000 | 26.01 USD | |
| 08 May 2024 | PURCHASE | TRIMAS CORP | 6,000 | 26.27 USD | |
| 06 May 2024 | PURCHASE | TRIMAS CORP | 6,100 | 26.52 USD | |
| 02 May 2024 | GRANT_AWARD | Dauch Corp | 20,492 | 7.32 USD | |
| 01 May 2024 | PURCHASE | TRIMAS CORP | 1,000 | 25.98 USD | first after silence |
| 02 May 2024 | PURCHASE | TRIMAS CORP | 1,500 | 26.31 USD | |
| 03 May 2024 | PURCHASE | TRIMAS CORP | 1,500 | 26.34 USD | |
| 23 Apr 2024 | SALE | APOGEE ENTERPRISES, INC. | 15,728 | 60.35 USD | |
| 14 Mar 2024 | GRANT_AWARD | TRIMAS CORP | 4,068 | 0.00 USD | |
| 21 Jun 2023 | GRANT_AWARD | APOGEE ENTERPRISES, INC. | 2,409 | 0.00 USD | |
| 12 May 2023 | GRANT_AWARD | nVent Electric plc | 3,515 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 01 May 2024.