Transactions
486
Total transactions associated with this filer
Disclosed purchases
229
$677.2K – $4.6M
Average modeled return
+1.0%
229 of 229 purchases modeled
Average vs. S&P 500
-9.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
229 of 229 disclosed purchases have modeled returns for this period.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| VIK | Viking Holdings Ltd | Mar 5, 2025 | Nov 6, 2026 | +82.8% | +28.6% | +54.2% |
| CACI | CACI INTERNATIONAL INC /DE/ | Feb 27, 2025 | Nov 6, 2026 | +82.1% | +28.1% | +53.9% |
| VIK | Viking Holdings Ltd | Feb 18, 2025 | Nov 6, 2026 | +68.7% | +22.6% | +46.1% |
| LH | LABCORP HOLDINGS INC. | Oct 29, 2025 | Nov 6, 2026 | +49.2% | +8.1% | +41.1% |
| LH | LABCORP HOLDINGS INC. | Oct 31, 2025 | Nov 6, 2026 | +45.8% | +9.0% | +36.8% |
| IDXX | IDEXX LABORATORIES INC /DE | Apr 9, 2025 | Nov 6, 2026 | +70.2% | +36.2% | +34.0% |
| LH | LABCORP HOLDINGS INC. | Jan 28, 2026 | Nov 6, 2026 | +37.8% | +6.6% | +31.2% |
| IDXX | IDEXX LABORATORIES INC /DE | Apr 7, 2025 | Nov 6, 2026 | +78.4% | +48.2% | +30.2% |
| LH | LABCORP HOLDINGS INC. | Nov 17, 2025 | Nov 6, 2026 | +41.7% | +11.7% | +30.0% |
| IDXX | IDEXX LABORATORIES INC /DE | Mar 14, 2025 | Nov 6, 2026 | +62.8% | +33.2% | +29.6% |
| LH | LABCORP HOLDINGS INC. | Feb 18, 2025 | Nov 6, 2026 | +51.6% | +22.6% | +29.0% |
| LH | LABCORP HOLDINGS INC. | Feb 10, 2025 | Nov 6, 2026 | +52.4% | +24.0% | +28.4% |
| IDXX | IDEXX LABORATORIES INC /DE | Apr 1, 2025 | Nov 6, 2026 | +61.5% | +33.2% | +28.3% |
| LYV | Live Nation Entertainment, Inc. | Dec 2, 2025 | Nov 6, 2026 | +36.3% | +9.1% | +27.3% |
| LH | LABCORP HOLDINGS INC. | Feb 4, 2026 | Nov 6, 2026 | +33.7% | +8.0% | +25.7% |
| LH | LABCORP HOLDINGS INC. | Feb 5, 2025 | Nov 6, 2026 | +49.4% | +24.1% | +25.3% |
| IDXX | IDEXX LABORATORIES INC /DE | Apr 4, 2025 | Nov 6, 2026 | +71.7% | +47.9% | +23.8% |
| LH | LABCORP HOLDINGS INC. | Feb 28, 2025 | Nov 6, 2026 | +48.3% | +26.2% | +22.1% |
| LH | LABCORP HOLDINGS INC. | Feb 27, 2025 | Nov 6, 2026 | +50.3% | +28.1% | +22.1% |
| ITT | ITT INC. | Mar 5, 2025 | Nov 6, 2026 | +50.1% | +28.6% | +21.5% |
| LH | LABCORP HOLDINGS INC. | Feb 11, 2026 | Nov 6, 2026 | +27.4% | +7.1% | +20.3% |
| JLL | JONES LANG LASALLE INC | Mar 10, 2025 | Nov 6, 2026 | +53.6% | +33.7% | +19.9% |
| JLL | JONES LANG LASALLE INC | Mar 7, 2025 | Nov 6, 2026 | +48.2% | +30.2% | +18.1% |
| JLL | JONES LANG LASALLE INC | Aug 7, 2025 | Nov 6, 2026 | +35.2% | +17.9% | +17.3% |
| NDAQ | NASDAQ, INC. | Apr 24, 2026 | Nov 6, 2026 | +20.0% | +3.5% | +16.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 20 · 486 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| EME | EMCOR Group, Inc. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| STE | STERIS plc | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| CLH | CLEAN HARBORS INC | Aug 25, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| CNM | Core & Main, Inc. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| BRO | BROWN & BROWN, INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| PAYX | PAYCHEX INC | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| SCI | SERVICE CORP INTERNATIONAL | Aug 25, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| TDG | TransDigm Group INC | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| TRMB | TRIMBLE INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| SIG | SIGNET JEWELERS LTD | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| PKG | PACKAGING CORP OF AMERICA | Aug 25, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| VIK | Viking Holdings Ltd | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| MLM | MARTIN MARIETTA MATERIALS INC | Aug 25, 2026 | sale | $250.0K – $500.0K | Filing ↗ |
| MIDD | MIDDLEBY Corp | Aug 25, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ROL | ROLLINS INC | Aug 25, 2026 | sale | $50.0K – $100.0K | Filing ↗ |
| MKL | MARKEL GROUP INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| NDAQ | NASDAQ, INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| SGI | SOMNIGROUP INTERNATIONAL INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| LYV | Live Nation Entertainment, Inc. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| TSCO | TRACTOR SUPPLY CO /DE/ | Aug 25, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| CHRW | C. H. ROBINSON WORLDWIDE, INC. | Aug 25, 2026 | sale | $100.0K – $250.0K | Filing ↗ |
| TDY | TELEDYNE TECHNOLOGIES INC | Aug 25, 2026 | sale | $15.0K – $50.0K | Filing ↗ |
| ENTG | ENTEGRIS INC | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians