Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 41 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 |
|---|---|---|---|---|
| Bally's Corp | 32,480,973 | reported | 22 Dec 2025 | tx 24+1,704,255−4,550,826 |
| National CineMedia, Inc. | 18,939,756 | reported | 03 Apr 2020 | tx 26+2,130,964 |
| PENN OCTANE CORP | 7,812,195 | reported | 13 Jun 2011 | tx 61+3,233,238 |
| STRATEGIC DIAGNOSTICS INC/DE/ | 6,237,143 | reported | 09 May 2019 | tx 31+14,823,171−8,023,591 |
| MEDIA GENERAL INC | 3,649,360 | reported | 15 Dec 2016 | tx 3+26,698,209−3,931,789 |
| Mediaco Holding Inc. | 261,967 | reported | 28 Dec 2022 | tx 52+3,751,895−40,000 |
| Greektown Superholdings, Inc. | 246,100 | reported | 05 Mar 2012 | tx 11+188,428−17,575 |
| Turning Point Brands, Inc. | 81,346 | reported | 15 Mar 2022 | tx 12+11,138,010−11,296,809 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Dec 2025 | OTHER | Bally's Corp | 623,875 | — | |
| 24 Nov 2025 | OTHER | Bally's Corp | 254,896 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | Bally's Corp | 4,505 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | Bally's Corp | 4,065 | 0.00 USD | |
| 30 Jun 2024 | GRANT_AWARD | Bally's Corp | 4,177 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | Bally's Corp | 15,372 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | Bally's Corp | 3,571 | 0.00 USD | |
| 28 Dec 2022 | PURCHASE | Mediaco Holding Inc. | 3,328,728 | 1.20 USD | |
| 28 Dec 2022 | SALE | Mediaco Holding Inc. | 40,000 | — | |
| 27 Jul 2022 | OTHER | Bally's Corp | 360,000 | 22.00 USD | |
| 15 Mar 2022 | OTHER | Turning Point Brands, Inc. | 13,878 | 28.65 USD | |
| 15 Mar 2022 | SALE | Turning Point Brands, Inc. | 680,000 | 28.65 USD | |
| 28 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 4,047 | 5.58 USD | |
| 25 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 10,500 | 5.06 USD | |
| 24 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 4,700 | 5.64 USD | |
| 18 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 1,702 | 6.45 USD | |
| 17 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 700 | 6.47 USD | |
| 22 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 800 | 6.16 USD | |
| 23 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 1,600 | 5.86 USD | |
| 14 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 2,700 | 5.66 USD | |
| 15 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 2,100 | 6.07 USD | |
| 16 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 1,400 | 6.31 USD | |
| 09 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 2,500 | 5.64 USD | |
| 11 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 1,600 | 5.63 USD | |
| 10 Feb 2022 | PURCHASE | Mediaco Holding Inc. | 2,900 | 5.63 USD |
4 purchases reported after at least 12 months of silence — most recent on 07 Dec 2021.