Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Permian Resources Corp | 6,914,410 | reported | 18 Mar 2026 | tx 24+144,024,066−218,488,019 |
| Eagle Rock Energy Partners, L.P. | 17,000 | reported | 15 Nov 2010 | tx 6+20,500−7,000 |
| NUSCALE POWER Corp | 6,600 | reported | 22 Apr 2022 | tx 2+73,600 |
| Resolute Energy Corp | 3,724 | reported | 08 Mar 2012 | tx 6+9,586−914 |
| Spring Valley Acquisition Corp. II | 0 | reported | 24 Feb 2026 | tx 6+7,546,667−28,443,334 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | SALE | Permian Resources Corp | 512,429 | 19.59 USD | |
| 11 Mar 2026 | SALE | Permian Resources Corp | 800,000 | 19.15 USD | |
| 24 Feb 2026 | OTHER | Spring Valley Acquisition Corp. II | 7,546,667 | — | |
| 24 Feb 2026 | CONVERSION | Spring Valley Acquisition Corp. II | 1 | — | |
| 24 Feb 2026 | OTHER | Spring Valley Acquisition Corp. II | 13,350,000 | — | deriv |
| 24 Feb 2026 | CONVERSION | Spring Valley Acquisition Corp. II | 1 | — | deriv |
| 07 Jan 2026 | GRANT_AWARD | Permian Resources Corp | 6,914,410 | — | |
| 07 Jan 2026 | GRANT_AWARD | Permian Resources Corp | 1,018,745 | — | |
| 07 Jan 2026 | OTHER | Permian Resources Corp | 6,914,410 | — | deriv |
| 07 Jan 2026 | OTHER | Permian Resources Corp | 1,018,745 | — | deriv |
| 05 Mar 2025 | PURCHASE | Permian Resources Corp | 250,000 | 12.10 USD | |
| 04 Mar 2025 | PURCHASE | Permian Resources Corp | 250,000 | 12.34 USD | |
| 03 Mar 2025 | PURCHASE | Permian Resources Corp | 500,000 | 13.07 USD | |
| 10 Sept 2024 | PURCHASE | Permian Resources Corp | 250,000 | 12.80 USD | first after silence |
| 11 Sept 2024 | PURCHASE | Permian Resources Corp | 62,429 | 12.73 USD | |
| 19 Jun 2024 | OTHER | Permian Resources Corp | 23,145,013 | — | |
| 19 Jun 2024 | OTHER | Permian Resources Corp | 23,145,013 | — | |
| 19 Jun 2024 | CONVERSION | Permian Resources Corp | 23,145,013 | — | |
| 19 Jun 2024 | CONVERSION | Permian Resources Corp | 23,145,013 | — | deriv |
| 15 May 2024 | OTHER | Permian Resources Corp | 22,500,000 | — | |
| 15 May 2024 | SALE | Permian Resources Corp | 22,500,000 | 16.47 USD | |
| 15 May 2024 | CONVERSION | Permian Resources Corp | 22,500,000 | — | |
| 15 May 2024 | CONVERSION | Permian Resources Corp | 22,500,000 | — | deriv |
| 04 Mar 2024 | CONVERSION | Permian Resources Corp | 18,076,849 | — | |
| 04 Mar 2024 | OTHER | Permian Resources Corp | 18,076,849 | — |
1 purchase reported after at least 12 months of silence — most recent on 10 Sept 2024.