Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 98 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 |
|---|---|---|---|---|
| Torrid Holdings Inc. | 10,429,612 | reported | 27 Jun 2025 | tx 3+33,500 |
| 1 800 FLOWERS COM INC | 8,486,070 | reported | 22 Oct 2025 | tx 50+2,937,718−4,167,813 |
| TILLY'S, INC. | 8,058,268 | reported | 03 Oct 2025 | tx 13+514,860−116,611 |
| GENESCO INC | 1,097,850 | reported | 28 Mar 2025 | tx 2+10,000−12,000 |
| TILE SHOP HOLDINGS, INC. | 902,113 | reported | 21 Jul 2025 | tx 43+781,357 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Oct 2025 | SALE | 1 800 FLOWERS COM INC | 2,813 | 4.84 USD | |
| 22 Oct 2025 | SALE | 1 800 FLOWERS COM INC | 1,964,681 | 5.64 USD | |
| 22 Oct 2025 | SALE | 1 800 FLOWERS COM INC | 1,159,139 | 6.17 USD | |
| 22 Oct 2025 | SALE | 1 800 FLOWERS COM INC | 841,180 | 6.24 USD | |
| 22 Oct 2025 | SALE | 1 800 FLOWERS COM INC | 200,000 | 6.30 USD | |
| 03 Oct 2025 | OTHER | TILLY'S, INC. | 116,611 | 0.00 USD | |
| 21 Jul 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 15,000 | 6.70 USD | deriv |
| 18 Jul 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 20,000 | 6.92 USD | deriv |
| 27 Jun 2025 | PURCHASE | Torrid Holdings Inc. | 5,000 | 3.19 USD | |
| 27 Jun 2025 | PURCHASE | Torrid Holdings Inc. | 3,500 | 3.22 USD | |
| 27 Jun 2025 | PURCHASE | Torrid Holdings Inc. | 25,000 | 3.28 USD | deriv |
| 24 Jun 2025 | PURCHASE | 1 800 FLOWERS COM INC | 19,920 | 5.06 USD | |
| 23 Jun 2025 | PURCHASE | 1 800 FLOWERS COM INC | 27,657 | 5.02 USD | |
| 20 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 1,060 | 6.26 USD | |
| 23 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 10,253 | 6.26 USD | deriv |
| 18 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 14,170 | 6.05 USD | deriv |
| 20 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 1,060 | 6.26 USD | |
| 18 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 14,170 | 6.05 USD | deriv |
| 23 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 10,253 | 6.26 USD | deriv |
| 06 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 10,000 | 6.41 USD | deriv |
| 04 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 20,000 | 6.38 USD | deriv |
| 05 Jun 2025 | PURCHASE | TILE SHOP HOLDINGS, INC. | 10,000 | 6.40 USD | deriv |
| 30 May 2025 | PURCHASE | 1 800 FLOWERS COM INC | 49,576 | 4.93 USD | |
| 02 Jun 2025 | PURCHASE | 1 800 FLOWERS COM INC | 30,000 | 4.81 USD | |
| 15 May 2025 | PURCHASE | 1 800 FLOWERS COM INC | 80,000 | 4.55 USD |