Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| RLI CORP | 758,467.13 | reported | 22 Feb 2024 | tx 486+2,241,224.085−2,277,464.96 |
| MARKEL GROUP INC. | 332.727 | reported | 15 Jun 2026 | tx 6+332.732 |
| FIELDSTONE INVESTMENT CORP | 0 | reported | 17 Jul 2007 | tx 3+8,000−55,000 |
| SS&C Technologies Holdings Inc | 0 | reported | 20 May 2026 | tx 57+265,531−24,244 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | OTHER | MARKEL GROUP INC. | 65.922 | 1668.65 USD | |
| 20 May 2026 | GRANT_AWARD | MARKEL GROUP INC. | 89 | 0.00 USD | |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 30.45 USD | |
| 20 May 2026 | SALE | SS&C Technologies Holdings Inc | 2,740 | 66.86 USD | |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | — | |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 0.00 USD | deriv |
| 20 May 2026 | EXERCISE | SS&C Technologies Holdings Inc | 2,580 | 0.00 USD | deriv |
| 20 May 2026 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,200 | 0.00 USD | deriv |
| 13 Jun 2025 | OTHER | MARKEL GROUP INC. | 63.37 | 1735.89 USD | |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | — | |
| 21 May 2025 | GRANT_AWARD | SS&C Technologies Holdings Inc | 2,547 | 0.00 USD | deriv |
| 21 May 2025 | EXERCISE | SS&C Technologies Holdings Inc | 3,348 | 0.00 USD | deriv |
| 21 May 2025 | GRANT_AWARD | MARKEL GROUP INC. | 88 | 0.00 USD | |
| 01 May 2025 | PURCHASE | SS&C Technologies Holdings Inc | 2,700 | 75.53 USD | first after silence |
| 15 Apr 2025 | OTHER | MARKEL GROUP INC. | 11.44 | 1602.95 USD | |
| 19 Mar 2025 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 30.19 USD | |
| 19 Mar 2025 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 0.00 USD | deriv |
| 15 Mar 2025 | GRANT_AWARD | MARKEL GROUP INC. | 15 | 0.00 USD | |
| 29 May 2024 | EXERCISE | SS&C Technologies Holdings Inc | 3,576 | — | |
| 29 May 2024 | GRANT_AWARD | SS&C Technologies Holdings Inc | 3,304 | 0.00 USD | deriv |
| 29 May 2024 | EXERCISE | SS&C Technologies Holdings Inc | 3,576 | 0.00 USD | deriv |
| 27 Feb 2024 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 21.39 USD | |
| 27 Feb 2024 | EXERCISE | SS&C Technologies Holdings Inc | 6,000 | 0.00 USD | deriv |
| 22 Feb 2024 | EXERCISE | RLI CORP | 5,500 | 65.75 USD | |
| 22 Feb 2024 | EXERCISE | RLI CORP | 5,500 | 59.16 USD |
6 purchases reported after at least 12 months of silence — most recent on 01 May 2025.