| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| NVT | nVent Electric plc | 2.98% | 99.30% | 30.53% | Jan 11, 2024 | 79.13% | Investment Letter |
| CMPO | CompoSecure, Inc. | -2.68% | 89.37% | 56.55% | Oct 14, 2024 | 59.48% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | 2.07% | 21.65% | 25.30% | Jul 15, 2024 | 42.39% | Investment Letter |
| CME | CME Group Inc. | 2.82% | 2.92% | 17.35% | Oct 14, 2024 | 24.84% | Investment Letter |
| EVR | Evercore Inc. | -13.15% | 79.58% | 10.16% | Jul 15, 2025 | 10.07% | Investment Letter |
| HSY | The Hershey Company | -1.75% | 12.70% | 2.09% | Apr 22, 2024 | 5.53% | Investment Letter |
| FCN | FTI Consulting, Inc. | -7.24% | -7.73% | -33.35% | Jul 15, 2025 | -6.94% | Investment Letter |