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Track record

What happened ~6 months after each disclosed buy

+32.5%avg per buy, ~6 months on+8.0%S&P 500 avg, same spans
MNRO · 2025-11-04 · +14.8% (S&P +5.4%)MNRO · 2025-11-05 · +4.5% (S&P +6.1%)MNRO · 2025-11-06 · +5.5% (S&P +7.5%)MNRO · 2025-11-07 · -2.3% (S&P +7.0%)CTRI · 2025-11-14 · +59.1% (S&P +10.0%)CVI · 2026-02-20 · +62.7% (S&P +8.9%)CVI · 2026-02-23 · +60.0% (S&P +10.0%)CVI · 2026-02-24 · +55.3% (S&P +9.2%)
2025-11-042026-02-24
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
7 of 8
buys higher ~6mo later
+55.3%
median outcome
+8.9%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$7.90B
combined est. value

Activity

Open-market buy & sell volume

BuySell
0$58.4M$116.9M2025 · bought $95.8M · sold $116.9M20252026 · bought $16.4M · sold $02026
Total +$112.26M bought · −$116.86M sold

All filings on record

Every Form 4 transaction we track for this filer

IEPOther
2026-06-25 · ICAHN ENTERPRISES L.P.
$265.97M
—
CVIBuy
2026-02-24 · CVR ENERGY INC
$5.89M
+55.3% †
CVIBuy
2026-02-23 · CVR ENERGY INC
$5.08M
+60.0% †
CVIBuy
2026-02-20 · CVR ENERGY INC
$5.47M
+62.7% †
IEPOther
2025-12-24 · ICAHN ENTERPRISES L.P.
$234.47M
—
CTRIBuy
2025-11-14 · Centuri Holdings, Inc.
$75.00M
+59.1%
MNROBuy
2025-11-07 · MONRO, INC.
$1.77M
-2.3%
MNROBuy
2025-11-06 · MONRO, INC.
$7.46M
+5.5%
MNROBuy
2025-11-05 · MONRO, INC.
$1.87M
+4.5%
MNROBuy
2025-11-04 · MONRO, INC.
$9.71M
+14.8%
SWXSell
2025-09-25 · Southwest Gas Holdings, Inc.
$116.86M
—
IEPOther
2025-09-24 · ICAHN ENTERPRISES L.P.
$197.39M
—
IEPOther
2025-06-25 · ICAHN ENTERPRISES L.P.
$186.38M
—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice. Portrait via Wikimedia Commons.