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 |
|---|---|---|---|---|
| INTERNATIONAL TOWER HILL MINES LTD | 104,486,703 | reported | 16 Apr 2026 | tx 9+81,428,703 |
| Bausch Health Companies Inc. | 73,255,869 | reported | 25 Nov 2025 | tx 1+2,500,000 |
| Cobalt International Energy, Inc. | 40,993,200 | reported | 11 Dec 2015 | tx 4−757,900 |
| PERPETUA RESOURCES CORP. | 32,347,299 | reported | 16 Jun 2025 | tx 1+7,575,757 |
| NOVAGOLD RESOURCES INC | 31,822,743 | reported | 11 Apr 2016 | tx 7−3,793,614 |
| Houghton Mifflin Harcourt Co | 18,750,963 | reported | 20 May 2015 | tx 2−18,683,334 |
| SYNERGY PHARMACEUTICALS, INC. | 15,312,368 | reported | 10 Nov 2017 | tx 12−13,305,487 |
| Trilogy Metals Inc. | 14,520,310 | reported | 24 Jun 2020 | tx 26+10,905,687−4,959,000 |
| ESH Hospitality, Inc. | 10,086,590 | reported | 03 May 2017 | tx 11−37,825,001 |
| Extended Stay America, Inc. | 9,836,590 | reported | 03 May 2017 | tx 11−37,825,001 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Apr 2026 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 4,913,665 | 2.56 USD | |
| 27 Feb 2026 | PURCHASE | Thryv Holdings, Inc. | 857,066 | 2.29 USD | |
| 03 Mar 2026 | PURCHASE | Thryv Holdings, Inc. | 593,621 | 2.83 USD | |
| 02 Mar 2026 | PURCHASE | Thryv Holdings, Inc. | 987,078 | 2.49 USD | |
| 29 Jan 2026 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 1,501,982 | 2.22 USD | |
| 28 Jan 2026 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 9,813,650 | 2.22 USD | |
| 27 Jan 2026 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 18,018,018 | 2.22 USD | |
| 25 Nov 2025 | PURCHASE | Bausch Health Companies Inc. | 2,500,000 | 6.25 USD | |
| 03 Sept 2025 | SALE | Acadian Asset Management Inc. | 1,206,839 | 47.69 USD | |
| 16 Jun 2025 | PURCHASE | PERPETUA RESOURCES CORP. | 7,575,757 | 13.20 USD | |
| 03 Mar 2025 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 6,040,408 | 0.48 USD | first after silence |
| 18 Jan 2024 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 2,268,256 | 0.66 USD | first after silence |
| 21 Dec 2021 | SALE | Acadian Asset Management Inc. | 100,000 | 25.18 USD | |
| 21 Dec 2021 | SALE | Acadian Asset Management Inc. | 690,000 | 31.50 USD | |
| 08 Dec 2021 | SALE | Acadian Asset Management Inc. | 10,260,431 | 31.50 USD | |
| 16 Feb 2021 | SALE | Thryv Holdings, Inc. | 315,302 | 27.00 USD | |
| 02 Sept 2020 | PURCHASE | INTERNATIONAL TOWER HILL MINES LTD | 2,337,410 | 1.40 USD | |
| 24 Jun 2020 | PURCHASE | Acadian Asset Management Inc. | 647,263 | 9.79 USD | |
| 24 Jun 2020 | SALE | Acadian Asset Management Inc. | 647,263 | 9.79 USD | |
| 24 Jun 2020 | SALE | Trilogy Metals Inc. | 195,514 | 1.83 USD | |
| 24 Jun 2020 | PURCHASE | Trilogy Metals Inc. | 2,200 | 1.82 USD | anomaly |
| 24 Jun 2020 | PURCHASE | Trilogy Metals Inc. | 193,314 | 1.83 USD | |
| 05 Feb 2020 | PURCHASE | Trilogy Metals Inc. | 158,700 | 2.31 USD | first after silence |
| 05 Feb 2020 | SALE | Trilogy Metals Inc. | 158,700 | 2.29 USD | |
| 15 Oct 2019 | SALE | SYNTHESIS ENERGY SYSTEMS INC | 6,227 | 15.05 USD |
3 purchases reported after at least 12 months of silence — most recent on 03 Mar 2025.