Disclosed positions

Estimated from their latest filings — positions may have changed since

$675.09M

combined est. value

Stock	Shares	Price	Value	Weight	As of
GPORGULFPORT ENERGY CORP	3,450,913	$165.41	$570.82M	85%	2026-05-28
CPPTLCopper Property CTL Pass Through Trust	9,664,039	$10.79	$104.27M	15%	2025-10-21
NONELodging Fund REIT III, Inc.	6,035,214	—	—		2026-05-20

GPOR

GULFPORT ENERGY CORP

$570.82M

3,450,913 sh

CPPTL

Copper Property CTL Pass Through Trust

$104.27M

9,664,039 sh

NONE

Lodging Fund REIT III, Inc.

—

6,035,214 sh

Activity

Open-market buy & sell volume

BuySell

Total +$126.13M bought · −$63.68M sold

Most bought

NONE

$103.89M

CPPTL

$13.45M

THS

$8.78M

All filings on record

Every Form 4 transaction we track for this filer

all 19buys 14sells 2

Stock	Transaction	Date	~6mo later
GPORGULFPORT ENERGY CORP	Grant — · 1,028 sh	2026-05-28	—
NONELodging Fund REIT III, Inc.	Buy $19.00M · 210,000 sh	2026-05-20	—
NONELodging Fund REIT III, Inc.	Buy $16.97M · 187,500 sh	2026-05-19	—
THSTreeHouse Foods, Inc.	Other — · 5,408,000 sh	2026-02-11	—
THSTreeHouse Foods, Inc.	Buy $8.78M · 357,917 sh	2026-02-10	—
NONELodging Fund REIT III, Inc.	Buy $23.06M · 250,000 sh	2026-01-07	—
NONELodging Fund REIT III, Inc.	Buy $11.62M · 130,974 sh	2025-12-08	—
GPORGULFPORT ENERGY CORP	Sell $10.00M · 45,546 sh	2025-12-02	—
GPORGULFPORT ENERGY CORP	Sell $53.68M · 244,489 sh	2025-12-01	—
NONELodging Fund REIT III, Inc.	Buy $3.73M · 42,000 sh	2025-11-19	—
NONELodging Fund REIT III, Inc.	Buy $2.31M · 26,000 sh	2025-11-17	—
NONELodging Fund REIT III, Inc.	Buy $27.19M · 290,000 sh	2025-11-10	—
CPPTLCopper Property CTL Pass Through Trust	Buy $2.43M · 200,000 sh	2025-10-21	-6.0%
CPPTLCopper Property CTL Pass Through Trust	Buy $4.14M · 341,256 sh	2025-10-21	-6.0%
CPPTLCopper Property CTL Pass Through Trust	Buy $1.89M · 156,200 sh	2025-10-17	-6.1%
GPORGULFPORT ENERGY CORP	Convert — · 1,741,150 sh	2025-09-04	—
CPPTLCopper Property CTL Pass Through Trust	Buy $4.10M · 330,000 sh	2025-08-06	-10.0%
CPPTLCopper Property CTL Pass Through Trust	Buy $18.6K · 1,500 sh	2025-08-05	-10.0%
CPPTLCopper Property CTL Pass Through Trust	Buy $870.1K · 70,000 sh	2025-08-04	-9.6%

GPORGrant

2026-05-28 · GULFPORT ENERGY CORP

1,028

—

NONEBuy

2026-05-20 · Lodging Fund REIT III, Inc.

$19.00M

—

NONEBuy

2026-05-19 · Lodging Fund REIT III, Inc.

$16.97M

—

THSOther

2026-02-11 · TreeHouse Foods, Inc.

5,408,000

—

THSBuy

2026-02-10 · TreeHouse Foods, Inc.

$8.78M

—

NONEBuy

2026-01-07 · Lodging Fund REIT III, Inc.

$23.06M

—

NONEBuy

2025-12-08 · Lodging Fund REIT III, Inc.

$11.62M

—

GPORSell

2025-12-02 · GULFPORT ENERGY CORP

$10.00M

—

GPORSell

2025-12-01 · GULFPORT ENERGY CORP

$53.68M

—

NONEBuy

2025-11-19 · Lodging Fund REIT III, Inc.

$3.73M

—

NONEBuy

2025-11-17 · Lodging Fund REIT III, Inc.

$2.31M

—

NONEBuy

2025-11-10 · Lodging Fund REIT III, Inc.

$27.19M

—

CPPTLBuy

2025-10-21 · Copper Property CTL Pass Through Trust

$2.43M

-6.0%

CPPTLBuy

2025-10-21 · Copper Property CTL Pass Through Trust

$4.14M

-6.0%

CPPTLBuy

2025-10-17 · Copper Property CTL Pass Through Trust

$1.89M

-6.1%

GPORConvert

2025-09-04 · GULFPORT ENERGY CORP

1,741,150

—

CPPTLBuy

2025-08-06 · Copper Property CTL Pass Through Trust

$4.10M

-10.0%

CPPTLBuy

2025-08-05 · Copper Property CTL Pass Through Trust

$18.6K

-10.0%

CPPTLBuy

2025-08-04 · Copper Property CTL Pass Through Trust

$870.1K

-9.6%

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.