| 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 | 6.47% | 44.46% | 47.11% | Jan 11, 2024 | 99.64% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | 17.44% | 11.49% | 18.31% | Jul 15, 2024 | 54.33% | Investment Letter |
| CME | CME Group Inc. | 2.13% | 1.78% | 20.58% | Oct 14, 2024 | 31.22% | Investment Letter |
| EVR | Evercore Inc. | 4.97% | 21.92% | 28.51% | Jul 15, 2025 | 27.79% | Investment Letter |
| FCN | FTI Consulting, Inc. | 2.63% | 8.01% | -5.64% | Jul 15, 2025 | 10.61% | Investment Letter |
| HSY | The Hershey Company | 4.35% | 4.00% | 27.13% | Apr 22, 2024 | 7.11% | Investment Letter |