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 |
|---|---|---|---|---|
| Avantor, Inc. | 77,489 | reported | 17 May 2023 | tx 27+896,010−157,244 |
| Janus International Group, Inc. | 52,900 | reported | 09 Jun 2025 | tx 8+184,617−212,500 |
| RXO, Inc. | 41,844 | reported | 02 Jan 2026 | tx 14+93,234−59,435 |
| AUTONATION, INC. | 16,211 | reported | 01 Mar 2026 | tx 21+53,891−22,505 |
| HONEYWELL INTERNATIONAL INC | 8,600 | reported | 27 Feb 2018 | tx 90+710,314.26−302,156 |
| Seagate Technology Holdings plc | 1,580 | reported | 25 Oct 2025 | tx 5+2,520−583 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2026 | EXERCISE | AUTONATION, INC. | 1,900 | — | |
| 01 Mar 2026 | EXERCISE | AUTONATION, INC. | 2,193 | — | |
| 01 Mar 2026 | TAX_WITHHOLDING | AUTONATION, INC. | 1,611 | 195.16 USD | |
| 01 Mar 2026 | EXERCISE | AUTONATION, INC. | 1,900 | 0.00 USD | deriv |
| 01 Mar 2026 | EXERCISE | AUTONATION, INC. | 2,193 | 0.00 USD | deriv |
| 01 Mar 2026 | GRANT_AWARD | AUTONATION, INC. | 5,698 | 0.00 USD | deriv |
| 28 Jan 2026 | GRANT_AWARD | AUTONATION, INC. | 12,234 | 0.00 USD | |
| 28 Jan 2026 | TAX_WITHHOLDING | AUTONATION, INC. | 4,841 | 215.93 USD | |
| 02 Jan 2026 | GRANT_AWARD | RXO, Inc. | 14,517 | 0.00 USD | deriv |
| 07 Nov 2025 | GIFT | RXO, Inc. | 36,508 | 0.00 USD | |
| 07 Nov 2025 | GIFT | RXO, Inc. | 13,034 | 0.00 USD | |
| 07 Nov 2025 | PURCHASE | RXO, Inc. | 20,308 | 12.37 USD | |
| 25 Oct 2025 | GRANT_AWARD | Seagate Technology Holdings plc | 1,580 | 0.00 USD | deriv |
| 23 Aug 2025 | GRANT_AWARD | Seagate Technology Holdings plc | 470 | 0.00 USD | deriv |
| 07 Aug 2025 | EXERCISE | AUTONATION, INC. | 3,194 | — | |
| 07 Aug 2025 | TAX_WITHHOLDING | AUTONATION, INC. | 1,257 | 194.40 USD | |
| 07 Aug 2025 | EXERCISE | AUTONATION, INC. | 3,194 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | Janus International Group, Inc. | 20,023 | 0.00 USD | |
| 14 May 2025 | PURCHASE | RXO, Inc. | 7,500 | 16.65 USD | |
| 09 May 2025 | PURCHASE | RXO, Inc. | 8,700 | 14.41 USD | first after silence |
| 01 Mar 2025 | EXERCISE | AUTONATION, INC. | 2,193 | — | |
| 01 Mar 2025 | TAX_WITHHOLDING | AUTONATION, INC. | 863 | 182.37 USD | |
| 01 Mar 2025 | EXERCISE | AUTONATION, INC. | 2,193 | 0.00 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | AUTONATION, INC. | 5,701 | 0.00 USD | deriv |
| 02 Jan 2025 | EXERCISE | RXO, Inc. | 8,045 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 09 May 2025.