Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Xometry, Inc. | 33,989 | reported | 10 Mar 2026 | tx 21+111,360−72,400 |
| Graham Holdings Co | 30,000 | reported | 26 May 2026 | tx 48+102,500−56,614 |
| REPUBLIC SERVICES, INC. | 7,598 | reported | 31 Jan 2026 | tx 56+31,276.47−19,446 |
| Cable One, Inc. | 5,195 | reported | 14 May 2026 | tx 46+7,404−12,079 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | OTHER | Graham Holdings Co | 6,000 | — | |
| 26 May 2026 | OTHER | Graham Holdings Co | 6,000 | — | deriv |
| 14 May 2026 | GRANT_AWARD | Cable One, Inc. | 3,031 | 51.13 USD | |
| 10 Mar 2026 | GRANT_AWARD | Xometry, Inc. | 3,681 | 0.00 USD | |
| 10 Mar 2026 | GRANT_AWARD | Xometry, Inc. | 1,356 | 0.00 USD | |
| 27 Feb 2026 | PURCHASE | Xometry, Inc. | 1,215 | 41.15 USD | |
| 31 Jan 2026 | EXERCISE | REPUBLIC SERVICES, INC. | 1,858 | 0.00 USD | |
| 31 Jan 2026 | EXERCISE | REPUBLIC SERVICES, INC. | 1,858 | 0.00 USD | deriv |
| 15 Jan 2026 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 15.69 | 210.79 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 1,095 | 0.00 USD | deriv |
| 29 Dec 2025 | OTHER | Graham Holdings Co | 36,000 | — | deriv |
| 09 Dec 2025 | PURCHASE | REPUBLIC SERVICES, INC. | 478 | 209.46 USD | |
| 15 Oct 2025 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 12.28 | 221.03 USD | deriv |
| 15 Jul 2025 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 9.77 | 241.86 USD | deriv |
| 16 Jun 2025 | PURCHASE | Cable One, Inc. | 150 | 130.88 USD | first after silence |
| 15 May 2025 | GRANT_AWARD | Cable One, Inc. | 941 | 164.70 USD | |
| 15 Apr 2025 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 9.73 | 245.00 USD | deriv |
| 11 Mar 2025 | GRANT_AWARD | Xometry, Inc. | 5,689 | 0.00 USD | |
| 11 Mar 2025 | GRANT_AWARD | Xometry, Inc. | 2,064 | 0.00 USD | |
| 31 Jan 2025 | EXERCISE | REPUBLIC SERVICES, INC. | 1,775 | 0.00 USD | |
| 31 Jan 2025 | EXERCISE | REPUBLIC SERVICES, INC. | 2,608 | 0.00 USD | |
| 31 Jan 2025 | EXERCISE | REPUBLIC SERVICES, INC. | 1,775 | 0.00 USD | deriv |
| 31 Jan 2025 | EXERCISE | REPUBLIC SERVICES, INC. | 2,608 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 24 | 209.76 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | REPUBLIC SERVICES, INC. | 1,150 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 16 Jun 2025.