Transactions
482
Total transactions associated with this filer
Disclosed purchases
246
$0 – $0
Average modeled return
-0.2%
211 modeled purchases
Average vs. S&P 500
-15.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MS | g fedcbF ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 JT Morgan Stanley (MS) | Mar 19, 2020 | Sep 21, 2026 | +712.5% | +253.4% | +459.1% |
| CACI | DC CACI International, Inc. Class A Common Stock (CACI) | Feb 27, 2025 | Sep 18, 2026 | +86.8% | +32.7% | +54.0% |
| VIK | DC Viking Holdings Ltd Ordinary Shares (VIK) | Mar 5, 2025 | Sep 21, 2026 | +80.8% | +35.2% | +45.6% |
| VIK | DC Viking Holdings Ltd Ordinary Shares (VIK) | Feb 18, 2025 | Sep 21, 2026 | +66.8% | +28.9% | +37.9% |
| CLH | DC Clean Harbors, Inc. Common Stock (CLH) | Dec 3, 2025 | Sep 18, 2026 | +33.2% | +12.6% | +20.7% |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | Jul 30, 2026 | Sep 18, 2026 | +21.5% | +3.0% | +18.5% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Oct 29, 2025 | Sep 21, 2026 | +31.2% | +13.7% | +17.5% |
| LYV | DC Live Nation Entertainment, Inc. Common Stock (LYV) | Dec 2, 2025 | Sep 18, 2026 | +30.0% | +13.0% | +17.0% |
| ITT | DC ITT Inc. Common Stock (ITT) | Mar 5, 2025 | Sep 21, 2026 | +50.8% | +35.2% | +15.6% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Oct 31, 2025 | Sep 21, 2026 | +28.2% | +14.5% | +13.6% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Jan 28, 2026 | Sep 18, 2026 | +20.5% | +10.4% | +10.2% |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | Jun 5, 2026 | Sep 18, 2026 | +13.5% | +3.8% | +9.7% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Nov 17, 2025 | Sep 21, 2026 | +24.6% | +17.4% | +7.2% |
| CHRW | DC C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | Aug 12, 2026 | Sep 18, 2026 | +4.7% | -1.2% | +5.9% |
| TECH | DC Bio-Techne Corp - Common Stock (TECH) | Dec 5, 2025 | Sep 18, 2026 | +17.8% | +12.3% | +5.6% |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | May 21, 2026 | Sep 18, 2026 | +8.4% | +3.1% | +5.3% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Feb 4, 2026 | Sep 18, 2026 | +17.0% | +11.9% | +5.1% |
| CHRW | DC C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | Aug 14, 2026 | Sep 18, 2026 | +3.4% | -1.6% | +5.1% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Feb 18, 2025 | Sep 21, 2026 | +33.3% | +28.9% | +4.4% |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | Mar 31, 2026 | Sep 18, 2026 | +21.5% | +17.7% | +3.8% |
| CHRW | DC C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | Aug 3, 2026 | Sep 18, 2026 | +4.5% | +0.8% | +3.7% |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | Jun 8, 2026 | Sep 18, 2026 | +7.3% | +3.6% | +3.7% |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Feb 10, 2025 | Sep 21, 2026 | +33.9% | +30.3% | +3.7% |
| PKG | DC Packaging Corporation of America Common Stock (PKG) | Apr 24, 2026 | Sep 18, 2026 | +10.8% | +7.2% | +3.6% |
| TECH | DC Bio-Techne Corp - Common Stock (TECH) | Apr 29, 2025 | Sep 21, 2026 | +44.8% | +41.7% | +3.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 20 · 482 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SCI | DC Service Corporation International Common Stock (SCI) | Aug 25, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| SIG | DC Signet Jewelers Limited Common Shares (SIG) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| MKL | DC Markel Group Inc. Common Stock (MKL) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| ROL | DC Rollins, Inc. Common Stock (ROL) | Aug 25, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| SGI | DC Somnigroup International Inc. Common Stock (SGI) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| LYV | DC Live Nation Entertainment, Inc. Common Stock (LYV) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| EME | DC EMCOR Group, Inc. Common Stock (EME) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| MIDD | DC The Middleby Corporation - Common Stock (MIDD) | Aug 25, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| NDAQ | DC Nasdaq, Inc. - Common Stock (NDAQ) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| PAYX | DC Paychex, Inc. - Common Stock (PAYX) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| PKG | DC Packaging Corporation of America Common Stock (PKG) | Aug 25, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| ENTG | DC Entegris, Inc. - Common Stock (ENTG) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| BRO | DC Brown & Brown, Inc. Common Stock (BRO) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| BWXT | DC BWX Technologies, Inc. Common Stock (BWXT) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| CLH | DC Clean Harbors, Inc. Common Stock (CLH) | Aug 25, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| CHRW | DC C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| LTH | DC Life Time Group Holdings, Inc. Common Stock (LTH) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| HUBB | DC Hubbell Inc Common Stock (HUBB) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| LH | DC Labcorp Holdings Inc. Common Stock (LH) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| FWONK | DC Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| MLM | DC Martin Marietta Materials, Inc. Common Stock (MLM) | Aug 25, 2026 | Sale | $250.0K – $500.0K | Filing ↗ |
| ITT | DC ITT Inc. Common Stock (ITT) | Aug 25, 2026 | Sale | $250.0K – $500.0K | Filing ↗ |
| CNM | DC Core & Main, Inc. Class A Common Stock (CNM) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
| ESE | DC ESCO Technologies Inc. Common Stock (ESE) | Aug 25, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| STE | DC STERIS plc (STE) | Aug 25, 2026 | Sale | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074769 | 241 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.