Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bausch Health Companies Inc. | 17,931,594 | reported | 05 Jun 2020 | tx 2+948,353−948,353 |
| TRINITY INDUSTRIES INC | 15,005,855 | reported | 29 Apr 2021 | tx 6+666,898−8,100,000 |
| VectoIQ Acquisition Corp. | 6,675,437 | reported | 03 Jun 2020 | tx 3+20,362,024 |
| AES CORP | 4,846,500 | reported | 15 May 2020 | tx 1+500,000 |
| INSIGHT ENTERPRISES INC | 4,507,306 | reported | 16 Feb 2023 | tx 4+85,683 |
| Seagate Technology Holdings plc | 3,732,892 | reported | 15 Jan 2021 | tx 9+2,034,200−703,034 |
| LKQ CORP | 3,345,695 | reported | 08 Feb 2023 | tx 3−1,317,972 |
| Salesforce, Inc. | 2,994,509 | reported | 05 Dec 2025 | tx 1+96,000 |
| UNIFI INC | 1,413,402 | reported | 12 Aug 2019 | tx 1+115,000 |
| Armstrong Flooring, Inc. | 17,396 | reported | 05 Jun 2019 | tx 1+9,502 |
2 purchases reported after at least 12 months of silence — most recent on 05 Dec 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2025 | PURCHASE | Salesforce, Inc. | 96,000 | 260.58 USD | first after silence |
| 15 Feb 2023 | PURCHASE | INSIGHT ENTERPRISES INC | 25,092 | 127.45 USD | |
| 16 Feb 2023 | PURCHASE | INSIGHT ENTERPRISES INC | 38,237 | 128.62 USD | |
| 14 Feb 2023 | PURCHASE | INSIGHT ENTERPRISES INC | 22,026 | 126.63 USD | first after silence |
| 08 Feb 2023 | SALE | LKQ CORP | 371,976 | 55.91 USD | |
| 07 Feb 2023 | SALE | LKQ CORP | 443,467 | 55.81 USD | |
| 06 Feb 2023 | SALE | LKQ CORP | 502,529 | 56.40 USD | |
| 18 May 2022 | GRANT_AWARD | FISERV INC | 2,231 | 0.00 USD | |
| 15 Feb 2022 | GRANT_AWARD | INSIGHT ENTERPRISES INC | 328 | 0.00 USD | deriv |
| 29 Apr 2021 | OTHER | TRINITY INDUSTRIES INC | 8,100,000 | 27.47 USD | |
| 13 Jan 2021 | SALE | Seagate Technology Holdings plc | 114,853 | 60.01 USD | |
| 13 Jan 2021 | SALE | Seagate Technology Holdings plc | 17,918 | 60.01 USD | |
| 14 Jan 2021 | SALE | Seagate Technology Holdings plc | 485,775 | 60.30 USD | |
| 14 Jan 2021 | SALE | Seagate Technology Holdings plc | 75,782 | 60.30 USD | |
| 15 Jan 2021 | SALE | Seagate Technology Holdings plc | 7,531 | 60.05 USD | |
| 15 Jan 2021 | SALE | Seagate Technology Holdings plc | 1,175 | 60.05 USD | anomaly |
| 05 Jun 2020 | SALE | Bausch Health Companies Inc. | 948,353 | 19.24 USD | |
| 05 Jun 2020 | PURCHASE | Bausch Health Companies Inc. | 948,353 | 19.24 USD | |
| 03 Jun 2020 | PURCHASE | VectoIQ Acquisition Corp. | 5,000,000 | 10.00 USD | |
| 03 Jun 2020 | GRANT_AWARD | VectoIQ Acquisition Corp. | 8,686,587 | — | |
| 03 Jun 2020 | GRANT_AWARD | VectoIQ Acquisition Corp. | 6,675,437 | — | |
| 15 May 2020 | PURCHASE | AES CORP | 500,000 | 11.67 USD | |
| 07 Feb 2020 | PURCHASE | TRINITY INDUSTRIES INC | 8,002 | 20.96 USD | |
| 10 Feb 2020 | PURCHASE | TRINITY INDUSTRIES INC | 100 | 20.99 USD | anomaly |
| 12 Aug 2019 | PURCHASE | UNIFI INC | 115,000 | 18.80 USD |