Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 50 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 |
|---|---|---|---|---|
| Zoetis Inc. | 41,823,145 | reported | 01 Jul 2015 | tx 2+1,540,713−1,540,713 |
| Element Solutions Inc | 40,451,506 | reported | 06 Aug 2018 | tx 3+19,372,368−9,968,304 |
| FORTUNE BRANDS INC | 20,818,545 | reported | 01 Jul 2013 | tx 5+501,397 |
| CERIDIAN CORP /DE/ | 20,532,734 | reported | 28 Feb 2007 | tx 1+808,400 |
| Howard Hughes Corp | 16,586,591 | reported | 18 Aug 2023 | tx 22+875,766−13,686 |
| Seaport Entertainment Group Inc. | 4,932,905 | reported | 21 Apr 2026 | tx 2+90,875−90,875 |
| WENDYS INTERNATIONAL INC | 1,314,500 | reported | 17 Mar 2006 | tx 3−44,000 |
| CHIPOTLE MEXICAN GRILL INC | 1,114,725 | reported | 07 Sept 2021 | tx 8+41,208−370,474 |
| Howard Hughes Holdings Inc. | 341,033 | reported | 21 Apr 2026 | tx 31+1,345,049−341,033 |
| BORDERS GROUP INC | 10 | reported | 17 May 2011 | tx 4+1−3 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Apr 2026 | OTHER | Seaport Entertainment Group Inc. | 90,875 | 22.25 USD | |
| 21 Apr 2026 | OTHER | Seaport Entertainment Group Inc. | 90,875 | 22.25 USD | |
| 21 Apr 2026 | OTHER | Howard Hughes Holdings Inc. | 341,033 | 65.86 USD | |
| 21 Apr 2026 | OTHER | Howard Hughes Holdings Inc. | 341,033 | 65.86 USD | |
| 08 Dec 2023 | PURCHASE | Howard Hughes Holdings Inc. | 239 | 74.99 USD | anomaly |
| 11 Dec 2023 | PURCHASE | Howard Hughes Holdings Inc. | 100 | 74.96 USD | anomaly |
| 07 Dec 2023 | PURCHASE | Howard Hughes Holdings Inc. | 9,686 | 74.86 USD | |
| 01 Dec 2023 | PURCHASE | Howard Hughes Holdings Inc. | 44,100 | 74.28 USD | |
| 29 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 68,871 | 74.18 USD | |
| 30 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 32,150 | 73.55 USD | |
| 22 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 54,020 | 72.92 USD | |
| 20 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 70,500 | 74.01 USD | |
| 21 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 49,202 | 72.68 USD | |
| 10 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 47,012 | 70.13 USD | |
| 13 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 56,325 | 70.31 USD | |
| 14 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 56,334 | 74.77 USD | |
| 06 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 61,443 | 72.05 USD | |
| 03 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 26,888 | 73.19 USD | |
| 02 Nov 2023 | PURCHASE | Howard Hughes Holdings Inc. | 31,039 | 70.57 USD | |
| 11 Oct 2023 | PURCHASE | Howard Hughes Holdings Inc. | 20,262 | 70.04 USD | |
| 10 Oct 2023 | PURCHASE | Howard Hughes Holdings Inc. | 24,628 | 70.01 USD | |
| 09 Oct 2023 | PURCHASE | Howard Hughes Holdings Inc. | 48,500 | 68.61 USD | |
| 03 Oct 2023 | PURCHASE | Howard Hughes Holdings Inc. | 41,200 | 70.80 USD | |
| 29 Sept 2023 | PURCHASE | Howard Hughes Holdings Inc. | 38,800 | 74.37 USD | |
| 02 Oct 2023 | PURCHASE | Howard Hughes Holdings Inc. | 41,200 | 72.66 USD |
5 purchases reported after at least 12 months of silence — most recent on 05 Dec 2022.