Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 26 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 |
|---|---|---|---|---|
| BASIC ENERGY SERVICES INC | 5,831,903 | reported | 12 Jun 2014 | tx 1−5,545,898 |
| ViewRay, Inc. | 203,699 | reported | 03 Jan 2023 | tx 24+228,699 |
| Optimum Communications, Inc. | 183,697 | reported | 12 Feb 2025 | tx 8+211,561 |
| Kayne Anderson BDC, Inc. | 13,120.76 | reported | 05 Mar 2025 | tx 5+13,087 |
| KKR Private Equity Conglomerate LLC | 11,000.682 | reported | 21 Apr 2026 | tx 12+12,442.417 |
| Versum Materials, Inc. | 3,124 | reported | 07 Oct 2019 | tx 28+37,001.11−37,001.1 |
| Pinnacle Gas Resources, Inc. | 0 | reported | 04 Mar 2010 | tx 7+157,715−151,760 |
| STR Holdings, Inc. | 0 | reported | 07 Mar 2014 | tx 9+29,822,661−29,822,661.52 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Apr 2026 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,015.347 | 0.00 USD | |
| 21 Jan 2026 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,053.96 | 0.00 USD | |
| 21 Oct 2025 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,092.68 | 0.00 USD | |
| 21 Jul 2025 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,148.48 | 0.00 USD | |
| 18 Apr 2025 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,181.82 | 0.00 USD | |
| 05 Mar 2025 | PURCHASE | Kayne Anderson BDC, Inc. | 5,000 | 16.40 USD | |
| 12 Feb 2025 | GRANT_AWARD | Optimum Communications, Inc. | 53,381 | — | |
| 21 Jan 2025 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,265.44 | 0.00 USD | |
| 18 Dec 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 2,500 | 16.54 USD | |
| 18 Oct 2024 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,276.27 | 0.00 USD | |
| 18 Sept 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 472 | 16.02 USD | |
| 23 Aug 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 115 | 16.00 USD | |
| 22 Aug 2024 | PURCHASE | Kayne Anderson BDC, Inc. | 5,000 | 16.03 USD | first after silence |
| 19 Jul 2024 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 1,441.73 | 0.00 USD | |
| 19 Apr 2024 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 475 | 0.00 USD | |
| 14 Feb 2024 | GRANT_AWARD | Optimum Communications, Inc. | 64,935 | — | |
| 19 Jan 2024 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 484.27 | 0.00 USD | |
| 23 Oct 2023 | GRANT_AWARD | KKR Private Equity Conglomerate LLC | 655.8 | 0.00 USD | |
| 22 Mar 2023 | GRANT_AWARD | Optimum Communications, Inc. | 39,063 | — | |
| 03 Jan 2023 | GRANT_AWARD | ViewRay, Inc. | 10,909 | 4.40 USD | |
| 28 Nov 2022 | PURCHASE | ViewRay, Inc. | 2,531 | 4.70 USD | |
| 28 Nov 2022 | PURCHASE | ViewRay, Inc. | 100 | 4.70 USD | |
| 28 Nov 2022 | PURCHASE | ViewRay, Inc. | 200 | 4.68 USD | |
| 28 Nov 2022 | PURCHASE | ViewRay, Inc. | 1,665 | 4.69 USD | |
| 28 Nov 2022 | PURCHASE | ViewRay, Inc. | 500 | 4.68 USD |
2 purchases reported after at least 12 months of silence — most recent on 22 Aug 2024.