| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| NVT | nVent Electric plc | -7.59% | 63.47% | 36.37% | Jan 11, 2024 | 90.57% | Investment Letter |
| CMPO | CompoSecure, Inc. | -1.56% | 44.39% | 45.90% | Oct 14, 2024 | 59.07% | Investment Letter |
| CME | CME Group Inc. | 5.08% | -4.03% | 18.41% | Oct 14, 2024 | 29.99% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | -6.50% | -0.34% | 2.60% | Jul 15, 2024 | 24.74% | Investment Letter |
| EVR | Evercore Inc. | 7.67% | 36.66% | 3.79% | Jul 15, 2025 | 10.79% | Investment Letter |
| HSY | The Hershey Company | 9.11% | 14.64% | 4.08% | Apr 22, 2024 | 4.04% | Investment Letter |
| FCN | FTI Consulting, Inc. | -0.49% | 1.36% | -18.65% | Jul 15, 2025 | 0.36% | Investment Letter |