| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| NVT | nVent Electric plc | 3.10% | 99.54% | 30.68% | Jan 11, 2024 | 79.35% | Investment Letter |
| CMPO | CompoSecure, Inc. | 0.08% | 84.55% | 58.38% | Oct 14, 2024 | 59.93% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | 2.03% | 21.60% | 25.25% | Jul 15, 2024 | 42.33% | Investment Letter |
| CME | CME Group Inc. | 2.23% | 2.17% | 18.05% | Oct 14, 2024 | 24.98% | Investment Letter |
| EVR | Evercore Inc. | -9.51% | 73.87% | 11.66% | Jul 15, 2025 | 10.11% | Investment Letter |
| HSY | The Hershey Company | -1.73% | 12.72% | 2.11% | Apr 22, 2024 | 5.55% | Investment Letter |
| FCN | FTI Consulting, Inc. | -6.77% | -8.05% | -33.84% | Jul 15, 2025 | -7.11% | Investment Letter |