Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Grocery Outlet Holding Corp. | 651,500 | reported | 27 Mar 2026 | tx 33+1,387,371−294,501 |
| LPL Financial Holdings Inc. | 3,180 | reported | 01 Dec 2011 | tx 2+3,180 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 125,000 | 7.06 USD | |
| 19 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 50,000 | 5.75 USD | |
| 18 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 33,997 | 5.85 USD | |
| 16 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 100,000 | 6.09 USD | |
| 17 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 16,003 | 5.85 USD | |
| 11 Mar 2026 | PURCHASE | Grocery Outlet Holding Corp. | 125,000 | 6.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Grocery Outlet Holding Corp. | 10,692 | 0.00 USD | |
| 09 May 2025 | PURCHASE | Grocery Outlet Holding Corp. | 19,000 | 14.46 USD | |
| 28 Feb 2025 | PURCHASE | Grocery Outlet Holding Corp. | 165,000 | 12.25 USD | |
| 15 Nov 2024 | PURCHASE | Grocery Outlet Holding Corp. | 110,000 | 18.25 USD | |
| 03 Jun 2024 | GRANT_AWARD | Grocery Outlet Holding Corp. | 6,803 | 0.00 USD | |
| 10 May 2024 | PURCHASE | Grocery Outlet Holding Corp. | 2,956 | 20.78 USD | |
| 10 May 2024 | PURCHASE | Grocery Outlet Holding Corp. | 97,044 | 20.91 USD | |
| 22 Mar 2024 | PURCHASE | Grocery Outlet Holding Corp. | 36,500 | 28.25 USD | |
| 21 Jun 2023 | GRANT_AWARD | Grocery Outlet Holding Corp. | 5,837 | 0.00 USD | |
| 01 Jun 2023 | PURCHASE | Grocery Outlet Holding Corp. | 35,000 | 27.99 USD | |
| 30 May 2023 | PURCHASE | Grocery Outlet Holding Corp. | 35,000 | 29.00 USD | |
| 10 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 689 | 26.70 USD | |
| 06 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 5,200 | 27.30 USD | |
| 06 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 30,000 | 27.27 USD | |
| 06 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 2,956 | 27.29 USD | |
| 07 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 20,000 | 27.25 USD | |
| 06 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 18,175 | 27.30 USD | |
| 06 Mar 2023 | PURCHASE | Grocery Outlet Holding Corp. | 35,044 | 27.27 USD | |
| 12 May 2022 | GRANT_AWARD | Grocery Outlet Holding Corp. | 705 | 0.00 USD |