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 |
|---|---|---|---|---|
| Services Acquisition Corp. International | 2,196,670 | reported | 22 Feb 2017 | tx 14+354,544 |
| SunOpta Inc. | 879,793 | reported | 02 Mar 2022 | tx 5+474,417−3,166,639 |
| BRC Inc. | 335,736 | reported | 01 Jun 2026 | tx 11+3,800,218−1,108,144 |
| MEDIFAST INC | 242,169 | reported | 01 Dec 2017 | tx 26+433,987−892,895 |
| COINSTAR INC | 56,552 | reported | 09 Aug 2016 | tx 3−999,000 |
| NCR Voyix Corp | 23,871 | reported | 29 Sept 2023 | tx 15+823,871−233,943 |
| HAIN CELESTIAL GROUP INC | 100 | reported | 17 May 2022 | tx 33+1,566,530−16,128,498 |
| TiVo Corp | 0 | reported | 01 Jun 2020 | tx 27+2,629,141−2,629,141 |
| UPBOUND GROUP, INC. | 0 | reported | 08 Feb 2018 | tx 18+1,924,488−3,848,976 |
| Macrovision Solutions CORP | 0 | reported | 07 Sept 2016 | tx 70+3,090,647−3,140,647 |
1 purchase reported after at least 12 months of silence — most recent on 02 Mar 2022.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | BRC Inc. | 80,645 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | BRC Inc. | 53,887 | 0.00 USD | |
| 29 Sept 2023 | GRANT_AWARD | NCR Voyix Corp | 997 | 26.97 USD | |
| 30 Jun 2023 | GRANT_AWARD | NCR Voyix Corp | 1,067 | 25.20 USD | |
| 30 Jun 2023 | OTHER | NCR Voyix Corp | 233,943 | — | |
| 02 May 2023 | GRANT_AWARD | NCR Voyix Corp | 10,761 | 20.91 USD | |
| 31 Mar 2023 | GRANT_AWARD | NCR Voyix Corp | 1,140 | 25.39 USD | |
| 03 Jan 2023 | GRANT_AWARD | NCR Voyix Corp | 1,149 | 23.41 USD | |
| 09 Dec 2022 | PURCHASE | BRC Inc. | 10,000 | 6.11 USD | |
| 12 Dec 2022 | PURCHASE | BRC Inc. | 15,000 | 6.17 USD | |
| 09 Nov 2022 | PURCHASE | NCR Voyix Corp | 180,375 | 20.65 USD | |
| 09 Nov 2022 | PURCHASE | NCR Voyix Corp | 76,508 | 20.63 USD | |
| 10 Nov 2022 | PURCHASE | NCR Voyix Corp | 19,730 | 22.01 USD | |
| 11 Nov 2022 | PURCHASE | NCR Voyix Corp | 234,759 | 22.96 USD | |
| 11 Nov 2022 | PURCHASE | NCR Voyix Corp | 20,550 | 22.95 USD | |
| 10 Nov 2022 | PURCHASE | NCR Voyix Corp | 268,078 | 22.03 USD | |
| 30 Sept 2022 | GRANT_AWARD | NCR Voyix Corp | 1,414 | 19.01 USD | |
| 08 Aug 2022 | OTHER | BRC Inc. | 1,951,018 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 175,432 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 702,052 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 406,092 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 406,092 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 406,092 | — | |
| 08 Aug 2022 | OTHER | BRC Inc. | 702,052 | — | |
| 30 Jun 2022 | GRANT_AWARD | NCR Voyix Corp | 864 | 31.11 USD |