Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Churchill Capital Corp VII | 1,516,931 | reported | 17 Jan 2024 | tx 8−201 |
| PharmaFrontiers Corp. | 668,315 | reported | 26 Jun 2006 | tx 10+1,260−9,000 |
| Wheeler Real Estate Investment Trust, Inc. | 145,069 | reported | 31 Mar 2026 | tx 3−18,166 |
| Rithm Property Trust Inc. | 139,040 | reported | 17 Jun 2022 | tx 10−450,000 |
| CoreWeave, Inc. | 0 | reported | 20 Mar 2026 | tx 436+889,394−10,555,734 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Mar 2026 | SALE | Wheeler Real Estate Investment Trust, Inc. | 2,103 | 0.97 USD | |
| 31 Mar 2026 | SALE | Wheeler Real Estate Investment Trust, Inc. | 12,378 | 0.93 USD | |
| 27 Mar 2026 | SALE | Wheeler Real Estate Investment Trust, Inc. | 3,685 | 1.04 USD | |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 205,695 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 9,154 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 26,968 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 26,968 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 2,787 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 2,787 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 60,115 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 60,115 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 82,531 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 82,531 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 103,451 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 103,451 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 23,374 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 23,374 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 88,000 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 88,000 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 54,235 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 54,235 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 43,690 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 43,690 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 9,154 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 205,695 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 10 Sept 2025.