Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| COMPASS MINERALS INTERNATIONAL INC | 92,649 | reported | 05 Mar 2026 | tx 80+173,901−46,400 |
| Boxwood Merger Corp. | 76,280 | reported | 19 Mar 2020 | tx 4+76,280−25,000 |
| NCR Atleos Corp | 47,953 | reported | 21 May 2026 | tx 13+58,906 |
| RideNow Group, Inc. | 40,000 | reported | 05 Jun 2019 | tx 5+90,115 |
| AMERICOLD REALTY TRUST | 12,422 | reported | 18 May 2026 | tx 2+18,485 |
| LSB INDUSTRIES, INC. | 10,941 | reported | 02 Jun 2017 | tx 2+10,941 |
| NCR Voyix Corp | 2,596 | reported | 29 Sept 2023 | tx 11+72,427 |
| COUPONS.com Inc | 0 | reported | 05 Sept 2023 | tx 5+165,615−150,520 |
| CST Brands, Inc. | 0 | reported | 28 Jun 2017 | tx 10+16,308−10,947 |
| Del Frisco's Restaurant Group, Inc. | 0 | reported | 25 Sept 2019 | tx 4+9,570−59,570 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | NCR Atleos Corp | 4,351 | 44.82 USD | |
| 18 May 2026 | GRANT_AWARD | AMERICOLD REALTY TRUST | 12,422 | 0.00 USD | deriv |
| 05 Mar 2026 | EXERCISE | COMPASS MINERALS INTERNATIONAL INC | 22,322 | 0.00 USD | |
| 05 Mar 2026 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 9,434 | 0.00 USD | deriv |
| 05 Mar 2026 | EXERCISE | COMPASS MINERALS INTERNATIONAL INC | 22,322 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 2,260 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | NCR Atleos Corp | 1,378 | 38.11 USD | deriv |
| 22 Dec 2025 | GRANT_AWARD | AMERICOLD REALTY TRUST | 6,063 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 2,312 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | NCR Atleos Corp | 1,336 | 39.31 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | NCR Atleos Corp | 1,840 | 28.53 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 2,209 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 2,209 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | NCR Atleos Corp | 7,121 | 25.98 USD | |
| 31 Mar 2025 | GRANT_AWARD | NCR Atleos Corp | 1,991 | 26.38 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 4,777 | 0.00 USD | |
| 26 Mar 2025 | PURCHASE | COMPASS MINERALS INTERNATIONAL INC | 5,000 | 9.68 USD | |
| 06 Mar 2025 | PURCHASE | NCR Atleos Corp | 4,000 | 25.59 USD | first after silence |
| 05 Mar 2025 | EXERCISE | COMPASS MINERALS INTERNATIONAL INC | 10,659 | 0.00 USD | |
| 05 Mar 2025 | EXERCISE | COMPASS MINERALS INTERNATIONAL INC | 10,659 | 0.00 USD | deriv |
| 06 Mar 2025 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 22,322 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 3,945 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | NCR Atleos Corp | 1,548 | 33.92 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | NCR Atleos Corp | 1,840 | 28.53 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | COMPASS MINERALS INTERNATIONAL INC | 3,692 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Mar 2025.