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 |
|---|---|---|---|---|
| Kayne Anderson BDC, Inc. | 1,738,174.76 | reported | 28 May 2025 | tx 6+1,561,036.29 |
| NEXTERA ENERGY INC | 1,414,220 | reported | 09 Mar 2022 | tx 330+5,669,906−3,990,903 |
| XPLR Infrastructure, LP | 199,077 | reported | 22 Feb 2022 | tx 11+212,973−19,625 |
| HUNT J B TRANSPORT SERVICES INC | 80,113 | reported | 28 May 2026 | tx 42+251,694−84,975 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | OTHER | HUNT J B TRANSPORT SERVICES INC | 37,856 | 270.24 USD | |
| 23 Apr 2026 | GRANT_AWARD | HUNT J B TRANSPORT SERVICES INC | 1,359 | 253.71 USD | |
| 28 May 2025 | PURCHASE | Kayne Anderson BDC, Inc. | 43,020 | 15.84 USD | |
| 24 Apr 2025 | GRANT_AWARD | HUNT J B TRANSPORT SERVICES INC | 2,594 | 132.98 USD | |
| 24 Feb 2025 | OTHER | HUNT J B TRANSPORT SERVICES INC | 24,972 | 165.25 USD | |
| 14 Feb 2025 | PURCHASE | HUNT J B TRANSPORT SERVICES INC | 23,940 | 167.19 USD | |
| 14 Feb 2025 | PURCHASE | HUNT J B TRANSPORT SERVICES INC | 23,585 | 169.48 USD | |
| 14 Feb 2025 | PURCHASE | HUNT J B TRANSPORT SERVICES INC | 5,920 | 168.92 USD | |
| 14 Feb 2025 | PURCHASE | HUNT J B TRANSPORT SERVICES INC | 6,002 | 166.57 USD | |
| 22 May 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 60,132 | 16.63 USD | |
| 25 Apr 2024 | GRANT_AWARD | HUNT J B TRANSPORT SERVICES INC | 2,076 | 163.74 USD | |
| 15 Apr 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 387,620.51 | 16.63 USD | first after silence |
| 28 Apr 2023 | GRANT_AWARD | HUNT J B TRANSPORT SERVICES INC | 1,572 | 170.07 USD | |
| 04 Apr 2023 | PURCHASE | Kayne Anderson BDC, Inc. | 905,557.78 | 16.61 USD | first after silence |
| 28 Apr 2022 | GRANT_AWARD | HUNT J B TRANSPORT SERVICES INC | 1,460 | 174.59 USD | |
| 09 Mar 2022 | GIFT | NEXTERA ENERGY INC | 10,200 | 0.00 USD | |
| 09 Mar 2022 | GIFT | NEXTERA ENERGY INC | 10,200 | 0.00 USD | |
| 22 Feb 2022 | GRANT_AWARD | XPLR Infrastructure, LP | 7,380 | 0.00 USD | |
| 22 Feb 2022 | TAX_WITHHOLDING | XPLR Infrastructure, LP | 5,729 | 71.13 USD | |
| 17 Feb 2022 | TAX_WITHHOLDING | NEXTERA ENERGY INC | 138,927 | 75.38 USD | |
| 17 Feb 2022 | GRANT_AWARD | NEXTERA ENERGY INC | 2,785 | 0.00 USD | |
| 17 Feb 2022 | TAX_WITHHOLDING | NEXTERA ENERGY INC | 2,268 | 75.38 USD | |
| 17 Feb 2022 | GRANT_AWARD | NEXTERA ENERGY INC | 353,056 | 0.00 USD | |
| 17 Feb 2022 | GRANT_AWARD | NEXTERA ENERGY INC | 180,688 | 0.00 USD | deriv |
| 17 Feb 2022 | GRANT_AWARD | NEXTERA ENERGY INC | 5,591 | — | deriv |
7 purchases reported after at least 12 months of silence — most recent on 15 Apr 2024.