| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| NVT | nVent Electric plc | 0.99% | 25.86% | 71.48% | Jan 11, 2024 | 176.47% | Investment Letter |
| TDY | Teledyne Technologies Incorporated | -4.33% | -7.44% | 15.86% | Jul 15, 2024 | 58.78% | Investment Letter |
| CMPO | CompoSecure, Inc. | -5.93% | -15.55% | 54.30% | Oct 14, 2024 | 34.34% | Investment Letter |
| CME | CME Group Inc. | 8.74% | -9.67% | 2.30% | Oct 14, 2024 | 29.35% | Investment Letter |
| HSY | The Hershey Company | 6.96% | -18.82% | 3.18% | Apr 22, 2024 | 4.79% | Investment Letter |
| EVR | Evercore Inc. | -14.52% | -8.97% | -8.80% | Jul 15, 2025 | 1.42% | Investment Letter |
| FCN | FTI Consulting, Inc. | -4.08% | -4.19% | -8.14% | Jul 15, 2025 | -6.32% | Investment Letter |