Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| Mosaic Acquisition Corp. | 107,366,330 | reported | 17 Sept 2020 | tx 4+19,176,538−19,176,330 |
| Legence Corp. | 41,479,954 | reported | 16 Dec 2025 | tx 5+5,200,808−18,803,794 |
| Alight, Inc. / Delaware | 31,184,461 | reported | 06 Mar 2023 | tx 12+17,427,755−69,759,730 |
| Altus Power, Inc. | 21,014,125 | reported | 07 Jun 2023 | tx 3+239,000−1,050,000 |
| TRW AUTOMOTIVE HOLDINGS CORP | 19,488,416 | reported | 15 Nov 2010 | tx 1−9,040,313 |
| Blackstone Private Real Estate Credit & Income Fund | 16,332,883.45 | reported | 21 Nov 2025 | tx 4+2,923,279.09 |
| CENTENNIAL COMMUNICATIONS CORP /DE | 15,172,043 | reported | 02 Mar 2007 | tx 2−13,000,000 |
| Nalco Holding CO | 13,684,484 | reported | 21 Mar 2006 | tx 2−5,581,395 |
| Viper Energy Partners LP | 9,780,228 | reported | 11 Apr 2023 | tx 13−971,642 |
| Extended Stay America, Inc. | 7,227,208 | reported | 16 Dec 2016 | tx 25−14,049,810 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Dec 2025 | CONVERSION | Legence Corp. | 5,200,808 | — | |
| 16 Dec 2025 | SALE | Legence Corp. | 5,200,808 | 45.00 USD | |
| 16 Dec 2025 | CONVERSION | Legence Corp. | 5,200,808 | — | |
| 16 Dec 2025 | SALE | Legence Corp. | 3,201,370 | 45.00 USD | |
| 16 Dec 2025 | CONVERSION | Legence Corp. | 5,200,808 | — | deriv |
| 21 Nov 2025 | PURCHASE | Blackstone Private Real Estate Credit & Income Fund | 192,604.01 | 25.96 USD | |
| 21 Nov 2025 | PURCHASE | Blackstone Private Real Estate Credit & Income Fund | 192,604.01 | 25.96 USD | |
| 22 Sept 2025 | PURCHASE | Blackstone Private Real Estate Credit & Income Fund | 1,171,417.42 | 25.61 USD | |
| 22 Sept 2025 | PURCHASE | Blackstone Private Real Estate Credit & Income Fund | 1,366,653.65 | 25.61 USD | first after silence |
| 23 Feb 2023 | GIFT | Blackstone Inc. | 283,753 | 0.00 USD | deriv |
| 23 Feb 2023 | GIFT | Blackstone Inc. | 283,753 | 0.00 USD | deriv |
| 24 Aug 2023 | GIFT | Blackstone Inc. | 236,633 | 0.00 USD | deriv |
| 24 Aug 2023 | GIFT | Blackstone Inc. | 236,633 | 0.00 USD | deriv |
| 07 Jun 2023 | PURCHASE | Altus Power, Inc. | 224,000 | 5.53 USD | |
| 06 Jun 2023 | PURCHASE | Altus Power, Inc. | 15,000 | 5.17 USD | first after silence |
| 10 Apr 2023 | SALE | Viper Energy Partners LP | 34,000 | 30.15 USD | |
| 11 Apr 2023 | SALE | Viper Energy Partners LP | 28,000 | 30.42 USD | |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 13,971,851 | 8.71 USD | |
| 06 Mar 2023 | OTHER | Alight, Inc. / Delaware | 14,261,397 | 0.00 USD | |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 303,584 | 8.71 USD | |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 13,983,894 | 8.71 USD | |
| 06 Mar 2023 | SALE | Alight, Inc. / Delaware | 303,323 | 8.71 USD | |
| 06 Mar 2023 | CONVERSION | Alight, Inc. / Delaware | 14,261,397 | — | |
| 06 Mar 2023 | CONVERSION | Alight, Inc. / Delaware | 14,261,397 | 0.00 USD | deriv |
| 22 Feb 2022 | GIFT | Blackstone Inc. | 519,010 | 0.00 USD | deriv |
5 purchases reported after at least 12 months of silence — most recent on 22 Sept 2025.