Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Krispy Kreme, Inc. | 2,812,030 | reported | 01 May 2024 | tx 22+509,170−1,041,788 |
| lululemon athletica inc. | 341,836 | reported | 26 Jul 2007 | tx 5+426,891−416,891 |
| Caribou Coffee Company, Inc. | 0 | reported | 24 Jan 2013 | tx 125+954,252−1,016,889 |
2 purchases reported after at least 12 months of silence — most recent on 06 Jul 2021.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2024 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 131,582 | 12.65 USD | |
| 11 Apr 2024 | GRANT_AWARD | Krispy Kreme, Inc. | 6,672 | 0.00 USD | |
| 11 Mar 2024 | SALE | Krispy Kreme, Inc. | 100,000 | 12.82 USD | anomaly |
| 06 Mar 2024 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 3,480 | 12.80 USD | |
| 08 Feb 2024 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 55,222 | 13.31 USD | |
| 08 Feb 2024 | GRANT_AWARD | Krispy Kreme, Inc. | 300,000 | 0.00 USD | |
| 29 Sept 2023 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 3,244 | 12.39 USD | |
| 29 Sept 2023 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 23,375 | 12.39 USD | |
| 09 May 2023 | GRANT_AWARD | Krispy Kreme, Inc. | 32,895 | 0.00 USD | |
| 01 Nov 2022 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 3,905 | 14.35 USD | |
| 01 Nov 2022 | TAX_WITHHOLDING | Krispy Kreme, Inc. | 41,352 | 14.35 USD | |
| 18 Aug 2022 | PURCHASE | Krispy Kreme, Inc. | 30,000 | 12.61 USD | |
| 04 Apr 2022 | GRANT_AWARD | Krispy Kreme, Inc. | 69,013 | 0.00 USD | |
| 11 Mar 2022 | PURCHASE | Krispy Kreme, Inc. | 10,000 | 13.85 USD | |
| 10 Mar 2022 | PURCHASE | Krispy Kreme, Inc. | 9,500 | 13.95 USD | |
| 11 Nov 2021 | PURCHASE | Krispy Kreme, Inc. | 40,000 | 13.86 USD | |
| 19 Aug 2021 | PURCHASE | Krispy Kreme, Inc. | 3,500 | 14.90 USD | |
| 19 Aug 2021 | PURCHASE | Krispy Kreme, Inc. | 7,000 | 14.00 USD | |
| 06 Jul 2021 | OTHER | Krispy Kreme, Inc. | 679,333 | 16.02 USD | |
| 06 Jul 2021 | PURCHASE | Krispy Kreme, Inc. | 295 | 17.00 USD | first after silence |
| 06 Jul 2021 | GIFT | Krispy Kreme, Inc. | 295 | 0.00 USD | |
| 06 Jul 2021 | PURCHASE | Krispy Kreme, Inc. | 295 | 17.00 USD | |
| 24 Jan 2013 | OTHER | Caribou Coffee Company, Inc. | 108,324 | 16.00 USD | |
| 23 Jan 2013 | TENDER | Caribou Coffee Company, Inc. | 140,745 | 16.00 USD | |
| 24 Jan 2013 | OTHER | Caribou Coffee Company, Inc. | 500,000 | 16.00 USD | deriv |