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 |
|---|---|---|---|---|
| Santos Resource Corp. | 5,340,583 | reported | 13 Sept 2018 | tx 6+6,490,583 |
| MultiSensor AI Holdings, Inc. | 406,819 | reported | 19 Dec 2023 | tx 2+406,819 |
| CROWN RESOURCES CORP | 316,256 | reported | 06 Jul 2004 | tx 2+225,000−225,000 |
| OCEANEERING INTERNATIONAL INC | 165,939 | reported | 15 May 2026 | tx 15+165,939 |
| Encore Bancshares Inc | 140,538 | reported | 03 Apr 2009 | tx 27+132,538 |
| CAMDEN PROPERTY TRUST | 120,170 | reported | 08 May 2026 | tx 56+116,887−5,474 |
| GOODRICH PETROLEUM CORP | 82,068 | reported | 12 Dec 2006 | tx 2+4,148 |
| BRIGHAM EXPLORATION CO | 72,000 | reported | 31 Dec 2006 | tx 3+30,000 |
| Bristow Group Inc. | 67,572 | reported | 09 Mar 2020 | tx 17+167,372 |
| SOLITARIO RESOURCES CORP | 40,000 | reported | 07 Sept 2007 | tx 2+200,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | OCEANEERING INTERNATIONAL INC | 4,576 | 0.00 USD | |
| 08 May 2026 | GRANT_AWARD | CAMDEN PROPERTY TRUST | 1,350 | 0.00 USD | |
| 02 Jan 2026 | SALE | CAMDEN PROPERTY TRUST | 154 | 109.18 USD | |
| 02 Jan 2026 | EXERCISE | CAMDEN PROPERTY TRUST | 1,600 | 10.51 USD | |
| 02 Jan 2026 | EXERCISE | CAMDEN PROPERTY TRUST | 1,600 | 10.51 USD | deriv |
| 15 May 2025 | GRANT_AWARD | CAMDEN PROPERTY TRUST | 2,036 | 117.99 USD | |
| 16 May 2025 | SALE | CAMDEN PROPERTY TRUST | 1,200 | 118.76 USD | |
| 16 May 2025 | EXERCISE | CAMDEN PROPERTY TRUST | 1,200 | 10.51 USD | |
| 16 May 2025 | EXERCISE | CAMDEN PROPERTY TRUST | 1,200 | 10.51 USD | deriv |
| 09 May 2025 | GRANT_AWARD | OCEANEERING INTERNATIONAL INC | 9,687 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | CAMDEN PROPERTY TRUST | 2,160 | 106.52 USD | |
| 10 May 2024 | GRANT_AWARD | OCEANEERING INTERNATIONAL INC | 8,743 | 0.00 USD | |
| 01 Apr 2024 | OTHER | CALLON PETROLEUM CO | 610,208 | — | |
| 01 Apr 2024 | OTHER | CALLON PETROLEUM CO | 149,375 | — | |
| 01 Apr 2024 | OTHER | CALLON PETROLEUM CO | 64,500 | — | |
| 01 Apr 2024 | OTHER | CALLON PETROLEUM CO | 5,230 | — | deriv |
| 01 Apr 2024 | OTHER | CALLON PETROLEUM CO | 20,846 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | CALLON PETROLEUM CO | 5,230 | — | deriv |
| 19 Dec 2023 | GRANT_AWARD | MultiSensor AI Holdings, Inc. | 386,819 | — | |
| 17 May 2023 | GRANT_AWARD | MultiSensor AI Holdings, Inc. | 20,000 | — | |
| 31 May 2023 | PURCHASE | CALLON PETROLEUM CO | 7,384 | 30.50 USD | |
| 12 May 2023 | PURCHASE | CALLON PETROLEUM CO | 10,000 | 30.25 USD | |
| 12 May 2023 | GRANT_AWARD | CAMDEN PROPERTY TRUST | 2,082 | 0.00 USD | |
| 11 May 2023 | PURCHASE | CALLON PETROLEUM CO | 10,000 | 30.24 USD | |
| 09 May 2023 | PURCHASE | CALLON PETROLEUM CO | 20,000 | 31.63 USD |
4 purchases reported after at least 12 months of silence — most recent on 23 Jun 2022.