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 |
|---|---|---|---|---|
| Blue Owl Capital Corp | 49,734 | reported | 10 Nov 2025 | tx 5+49,734 |
| Jefferies Financial Group Inc. | 39,982 | reported | 29 May 2026 | tx 22+39,981 |
| Blue Owl Technology Finance Corp. | 10,000 | reported | 13 May 2026 | tx 1+10,000 |
| Owl Rock Capital Corp III | 0 | reported | 13 Jan 2025 | tx 2+12,000−12,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | Jefferies Financial Group Inc. | 165 | 52.72 USD | |
| 13 May 2026 | PURCHASE | Blue Owl Technology Finance Corp. | 10,000 | 10.90 USD | |
| 26 Mar 2026 | GRANT_AWARD | Jefferies Financial Group Inc. | 5,461 | 40.28 USD | |
| 27 Feb 2026 | GRANT_AWARD | Jefferies Financial Group Inc. | 145 | 44.40 USD | |
| 26 Nov 2025 | GRANT_AWARD | Jefferies Financial Group Inc. | 112 | 57.23 USD | |
| 10 Nov 2025 | PURCHASE | Blue Owl Capital Corp | 10,000 | 11.99 USD | first after silence |
| 29 Aug 2025 | GRANT_AWARD | Jefferies Financial Group Inc. | 98 | 64.85 USD | |
| 29 May 2025 | GRANT_AWARD | Jefferies Financial Group Inc. | 128 | 49.41 USD | |
| 27 Mar 2025 | GRANT_AWARD | Jefferies Financial Group Inc. | 4,047 | 54.35 USD | |
| 27 Feb 2025 | GRANT_AWARD | Jefferies Financial Group Inc. | 72 | 64.86 USD | |
| 13 Jan 2025 | GRANT_AWARD | Blue Owl Capital Corp | 11,734 | — | |
| 13 Jan 2025 | OTHER | Owl Rock Capital Corp III | 12,000 | — | |
| 27 Nov 2024 | GRANT_AWARD | Jefferies Financial Group Inc. | 51 | 78.93 USD | |
| 30 Aug 2024 | GRANT_AWARD | Jefferies Financial Group Inc. | 67 | 59.95 USD | |
| 20 Aug 2024 | PURCHASE | Owl Rock Capital Corp III | 12,000 | 14.34 USD | first after silence |
| 30 May 2024 | GRANT_AWARD | Jefferies Financial Group Inc. | 75 | 45.79 USD | |
| 28 Mar 2024 | GRANT_AWARD | Jefferies Financial Group Inc. | 4,648 | 44.10 USD | |
| 27 Feb 2024 | GRANT_AWARD | Jefferies Financial Group Inc. | 49 | 41.26 USD | |
| 28 Nov 2023 | GRANT_AWARD | Jefferies Financial Group Inc. | 58 | 34.63 USD | |
| 25 Aug 2023 | GRANT_AWARD | Jefferies Financial Group Inc. | 57 | 34.73 USD | |
| 26 May 2023 | GRANT_AWARD | Jefferies Financial Group Inc. | 65 | 30.51 USD | |
| 29 Mar 2023 | GRANT_AWARD | Jefferies Financial Group Inc. | 6,583 | 31.14 USD | |
| 28 Jun 2022 | GRANT_AWARD | Jefferies Financial Group Inc. | 265 | 28.25 USD | |
| 24 May 2022 | PURCHASE | Blue Owl Capital Corp | 8,000 | 12.63 USD | |
| 29 Mar 2022 | GRANT_AWARD | Jefferies Financial Group Inc. | 5,697 | 33.35 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Nov 2025.