Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 91 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 |
|---|---|---|---|---|
| Provident Bancorp, Inc. /MD/ | 1,498,542 | reported | 04 Oct 2023 | tx 3+4,725 |
| PEOPLES FINANCIAL CORP /MS/ | 474,265 | reported | 26 May 2026 | tx 26+66,253 |
| KINGSWAY FINANCIAL SERVICES INC | 464,342 | reported | 08 Sept 2025 | tx 177+5,279,781−3,810,032 |
| Sound Financial Bancorp, Inc. | 216,625 | reported | 01 Feb 2024 | tx 12+19,176 |
| Wheeler Real Estate Investment Trust, Inc. | 87,843 | reported | 05 Nov 2025 | tx 60+1,096,373−183,133 |
| AMERICAN COASTAL INSURANCE Corp | 49,318 | reported | 22 Oct 2012 | tx 6+12,000−2,682 |
| AMERICAN PHYSICIANS CAPITAL INC | 0 | reported | 22 Oct 2010 | tx 26+5,000−1,165,022 |
2 purchases reported after at least 12 months of silence — most recent on 30 Mar 2020.