Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Kinetik Holdings Inc. | 3,788,108 | reported | 02 Mar 2026 | tx 52+2,258,452−203 |
| Energy Transfer LP | 974,000 | reported | 04 Dec 2015 | tx 7+1,291,364−1,751,000 |
| Energy Transfer Partners, L.P. | 69,155 | reported | 09 Dec 2015 | tx 3+69,155 |
| SUNOCO LOGISTICS PARTNERS LP | 48,063 | reported | 04 Dec 2015 | tx 4+57,730 |
| Shake Shack Inc. | 16,176 | reported | 18 Aug 2015 | tx 4+11,176−33,528 |
| Cheniere Energy Partners, L.P. | 8,788 | reported | 21 Dec 2017 | tx 2+8,788 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 16,101 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 1,238 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 56,846 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 3,592 | 0.00 USD | deriv |
| 20 Feb 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 42,635 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | Kinetik Holdings Inc. | 23,016 | 0.00 USD | |
| 10 Nov 2025 | PURCHASE | Kinetik Holdings Inc. | 8,000 | 34.57 USD | |
| 10 Nov 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 3,707 | 0.00 USD | deriv |
| 02 Oct 2025 | PURCHASE | Kinetik Holdings Inc. | 5,000 | 39.13 USD | first after silence |
| 02 Oct 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 3,378 | 0.00 USD | deriv |
| 09 May 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 13,175 | 0.00 USD | |
| 09 May 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 3,418 | 0.00 USD | deriv |
| 07 Mar 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 13,489 | 0.00 USD | |
| 07 Mar 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 25,868 | 0.00 USD | |
| 07 Mar 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 38,802 | 0.00 USD | deriv |
| 07 Mar 2025 | GRANT_AWARD | Kinetik Holdings Inc. | 1,281 | 0.00 USD | deriv |
| 16 Dec 2024 | GRANT_AWARD | Kinetik Holdings Inc. | 16,009 | 0.00 USD | |
| 16 Dec 2024 | GRANT_AWARD | Kinetik Holdings Inc. | 5,563 | 0.00 USD | deriv |
| 24 Oct 2024 | EXERCISE | Kinetik Holdings Inc. | 3 | 0.00 USD | |
| 24 Oct 2024 | EXERCISE | Kinetik Holdings Inc. | 3 | — | deriv |
| 25 Apr 2024 | EXERCISE | Kinetik Holdings Inc. | 3 | 0.00 USD | |
| 25 Apr 2024 | EXERCISE | Kinetik Holdings Inc. | 3 | — | deriv |
| 18 Mar 2024 | PURCHASE | Kinetik Holdings Inc. | 14,814 | 33.75 USD | |
| 07 Mar 2024 | GRANT_AWARD | Kinetik Holdings Inc. | 32,282 | 0.00 USD | |
| 07 Mar 2024 | GRANT_AWARD | Kinetik Holdings Inc. | 23,211 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 02 Oct 2025.