| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| NVT | nVent Electric plc | 1.67% | 26.71% | 72.63% | Jan 11, 2024 | 178.32% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | -4.41% | -7.51% | 15.77% | Jul 15, 2024 | 58.65% | Investment Letter |
| CMPO | CompoSecure, Inc. | -5.93% | -15.55% | 54.30% | Oct 14, 2024 | 34.34% | Investment Letter |
| CME | CME Group Inc. | 9.18% | -9.31% | 2.71% | Oct 14, 2024 | 29.88% | Investment Letter |
| HSY | The Hershey Company | 7.01% | -18.78% | 3.23% | Apr 22, 2024 | 4.85% | Investment Letter |
| EVR | Evercore Inc. | -14.98% | -9.46% | -9.29% | Jul 15, 2025 | 0.87% | Investment Letter |
| FCN | FTI Consulting, Inc. | -3.77% | -3.88% | -7.84% | Jul 15, 2025 | -6.01% | Investment Letter |