Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| KRONOS WORLDWIDE INC | 5,000 | reported | 11 Aug 2025 | tx 2+5,000 |
| NL INDUSTRIES INC | 2,000 | reported | 06 Dec 2022 | tx 1+2,000 |
| COMPX INTERNATIONAL INC | 1,000 | reported | 06 Dec 2022 | tx 1+1,000 |
| VALHI INC /DE/ | 1,000 | reported | 06 Dec 2022 | tx 1+1,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Aug 2025 | PURCHASE | KRONOS WORLDWIDE INC | 3,000 | 4.83 USD | first after silence |
| 06 Dec 2022 | PURCHASE | COMPX INTERNATIONAL INC | 1,000 | 18.79 USD | |
| 06 Dec 2022 | PURCHASE | VALHI INC /DE/ | 1,000 | 23.96 USD | |
| 06 Dec 2022 | PURCHASE | KRONOS WORLDWIDE INC | 2,000 | 9.71 USD | |
| 06 Dec 2022 | PURCHASE | NL INDUSTRIES INC | 2,000 | 6.94 USD |
1 purchase reported after at least 12 months of silence — most recent on 11 Aug 2025.