| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| CMPO | CompoSecure, Inc. | 29.71% | 69.47% | 97.72% | Oct 14, 2024 | 104.64% | Investment Letter |
| NVT | nVent Electric plc | 7.31% | 45.60% | 48.27% | Jan 11, 2024 | 101.21% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | 19.80% | 13.73% | 20.68% | Jul 15, 2024 | 57.42% | Investment Letter |
| CME | CME Group Inc. | 2.13% | 1.78% | 20.57% | Oct 14, 2024 | 31.10% | Investment Letter |
| EVR | Evercore Inc. | 6.75% | 23.98% | 30.69% | Jul 15, 2025 | 29.95% | Investment Letter |
| FCN | FTI Consulting, Inc. | 3.24% | 8.65% | -5.08% | Jul 15, 2025 | 11.26% | Investment Letter |
| HSY | The Hershey Company | 4.40% | 4.05% | 27.19% | Apr 22, 2024 | 7.17% | Investment Letter |