Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 28 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 |
|---|---|---|---|---|
| Novus Capital Corp | 8,798,704 | reported | 10 Jun 2021 | tx 5+11,802,077−3,000,000 |
| PER SE TECHNOLOGIES INC | 6,021,644 | reported | 29 Aug 2006 | tx 1+3,000 |
| ADVANCED MEDICAL OPTICS INC | 5,439,235 | reported | 22 Jun 2007 | tx 2+11,705 |
| Enviva Partners, LP | 5,348,710 | reported | 14 Nov 2023 | tx 28+5,154,524−4,612,918 |
| WILLIS TOWERS WATSON PLC | 2,980,008 | reported | 27 Sept 2017 | tx 10+430,154−1,382,350 |
| GEVITY HR INC | 2,956,384 | reported | 03 Aug 2006 | tx 5+284,884 |
| MENTOR CORP /MN/ | 2,022,133 | reported | 05 Jun 2006 | tx 2−2,061,200 |
| NEWS CORP | 1,500,000 | reported | 16 Dec 2016 | tx 7+3,000,816 |
| VALEANT PHARMACEUTICALS INTERNATIONAL | 63,100 | reported | 11 Sept 2006 | tx 6+587,200 |
| PRA International | 40,000 | reported | 12 Jun 2007 | tx 12+503,736 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | — | |
| 28 Nov 2023 | SALE | EXXON MOBIL CORP | 2,077,000 | 104.06 USD | |
| 14 Nov 2023 | SALE | Enviva Partners, LP | 2,250,000 | 1.49 USD | |
| 06 Nov 2023 | PURCHASE | EXXON MOBIL CORP | 50,000 | 105.99 USD | |
| 06 Nov 2023 | PURCHASE | EXXON MOBIL CORP | 50,000 | 105.99 USD | |
| 06 Nov 2023 | PURCHASE | EXXON MOBIL CORP | 150,000 | 105.95 USD | |
| 31 Oct 2023 | GRANT_AWARD | Enviva Partners, LP | 10,152 | 0.00 USD | |
| 31 Oct 2023 | GRANT_AWARD | Enviva Partners, LP | 9,064 | 0.00 USD | |
| 01 Aug 2023 | PURCHASE | EXXON MOBIL CORP | 70,962 | 106.82 USD | |
| 01 Aug 2023 | PURCHASE | EXXON MOBIL CORP | 54,038 | 106.17 USD | |
| 01 Aug 2023 | PURCHASE | EXXON MOBIL CORP | 67,000 | 106.26 USD | |
| 31 Jul 2023 | PURCHASE | EXXON MOBIL CORP | 10,000 | 105.20 USD | |
| 31 Jul 2023 | PURCHASE | EXXON MOBIL CORP | 119,712 | 106.65 USD | |
| 31 Jul 2023 | PURCHASE | EXXON MOBIL CORP | 200,000 | 107.11 USD | |
| 31 Jul 2023 | PURCHASE | EXXON MOBIL CORP | 108,000 | 107.05 USD | |
| 31 Jul 2023 | PURCHASE | EXXON MOBIL CORP | 20,288 | 106.98 USD | |
| 15 Jun 2023 | GRANT_AWARD | Enviva Partners, LP | 1,856,271 | — | |
| 15 Jun 2023 | OTHER | Enviva Partners, LP | 1,856,271 | — | |
| 26 Apr 2023 | GRANT_AWARD | Enviva Partners, LP | 1,526 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | Enviva Partners, LP | 1,856,271 | 37.71 USD | |
| 16 Feb 2023 | GRANT_AWARD | Enviva Partners, LP | 683 | 0.00 USD | |
| 01 Feb 2023 | EXERCISE | Enviva Partners, LP | 2,081 | 0.00 USD | |
| 01 Feb 2023 | EXERCISE | Enviva Partners, LP | 2,081 | 0.00 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 04 Aug 2022.