Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| MIVA, INC. | 421,702 | reported | 05 Jan 2009 | tx 9+1,860,000−3,298 |
| VALUEVISION MEDIA INC | 138,165 | reported | 28 Jun 2017 | tx 11+190,735 |
| Barnes & Noble Education, Inc. | 60,585 | reported | 24 Sept 2021 | tx 2+60,585 |
| STARBOARD VALUE ACQUISITION CORP. | 30,000 | reported | 29 Jul 2021 | tx 2+30,000−30,000 |
| INTERNATIONAL WIRE GROUP INC | 19,800 | reported | 20 Oct 2009 | tx 4+19,800 |
| INTERCHANGE CORP | 15,000 | reported | 21 Jul 2011 | tx 4+53,750 |
| SINGLE TOUCH SYSTEMS INC | 7,129 | reported | 30 May 2017 | tx 3+20,000−32,871 |
| PhenixFIN Corp | 3,000 | reported | 17 Sept 2025 | tx 22+3,000 |
| EDISON SCHOOLS INC | 0 | reported | 14 Nov 2003 | tx 1−15,000 |
| JONES APPAREL GROUP INC | 0 | reported | 08 Apr 2014 | tx 13+58,990−64,990 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Sept 2025 | PURCHASE | PhenixFIN Corp | 86 | 48.09 USD | |
| 17 Sept 2025 | PURCHASE | PhenixFIN Corp | 44 | 48.26 USD | |
| 12 Sept 2025 | PURCHASE | PhenixFIN Corp | 100 | 48.09 USD | |
| 11 Sept 2025 | PURCHASE | PhenixFIN Corp | 162 | 48.05 USD | |
| 10 Sept 2025 | PURCHASE | PhenixFIN Corp | 34 | 48.05 USD | |
| 09 Sept 2025 | PURCHASE | PhenixFIN Corp | 250 | 48.17 USD | |
| 05 Sept 2025 | PURCHASE | PhenixFIN Corp | 49 | 48.15 USD | |
| 03 Sept 2025 | PURCHASE | PhenixFIN Corp | 100 | 48.23 USD | |
| 19 Aug 2025 | PURCHASE | PhenixFIN Corp | 189 | 49.25 USD | |
| 20 Aug 2025 | PURCHASE | PhenixFIN Corp | 75 | 49.28 USD | |
| 18 Aug 2025 | PURCHASE | PhenixFIN Corp | 100 | 49.03 USD | |
| 14 Aug 2025 | PURCHASE | PhenixFIN Corp | 132 | 48.90 USD | |
| 15 Aug 2025 | PURCHASE | PhenixFIN Corp | 15 | 48.87 USD | |
| 08 Aug 2025 | PURCHASE | PhenixFIN Corp | 27 | 49.00 USD | |
| 11 Aug 2025 | PURCHASE | PhenixFIN Corp | 101 | 49.13 USD | |
| 12 Aug 2025 | PURCHASE | PhenixFIN Corp | 36 | 49.13 USD | |
| 11 Feb 2025 | PURCHASE | PhenixFIN Corp | 400 | 48.79 USD | first after silence |
| 12 Feb 2025 | PURCHASE | PhenixFIN Corp | 100 | 48.90 USD | |
| 24 Feb 2022 | PURCHASE | PhenixFIN Corp | 350 | 40.08 USD | |
| 14 Feb 2022 | PURCHASE | PhenixFIN Corp | 500 | 39.75 USD | |
| 24 Sept 2021 | GRANT_AWARD | Barnes & Noble Education, Inc. | 11,804 | 0.00 USD | |
| 29 Jul 2021 | EXERCISE | STARBOARD VALUE ACQUISITION CORP. | 30,000 | — | |
| 29 Jul 2021 | EXERCISE | STARBOARD VALUE ACQUISITION CORP. | 30,000 | 0.00 USD | deriv |
| 24 May 2021 | PURCHASE | PhenixFIN Corp | 75 | 40.35 USD | |
| 17 May 2021 | PURCHASE | PhenixFIN Corp | 75 | 38.01 USD | first after silence |
3 purchases reported after at least 12 months of silence — most recent on 11 Feb 2025.