| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| TLN | Talen Energy Corporation | 0.05% | 100.67% | 137.81% | Jul 23, 2024 | 222.60% | Investment Letter |
| CW | Curtiss-Wright Corporation | 9.61% | 71.32% | 50.34% | Sep 1, 2023 | 162.82% | Investment Letter |
| SENEA | Seneca Foods Corporation | 15.24% | 47.69% | 88.18% | Oct 18, 2023 | 121.96% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 5.98% | 78.07% | 53.86% | Oct 15, 2023 | 120.65% | Investment Letter |
| CLMT | Calumet, Inc. | -2.40% | 87.70% | -16.23% | Feb 2, 2024 | 18.42% | Investment Letter |
| EVR | Evercore Inc. | -9.47% | 73.96% | 11.72% | Jan 9, 2025 | 16.06% | Investment Letter |
| PJT | PJT Partners Inc. | -3.37% | 36.67% | 18.38% | Jan 9, 2025 | 12.52% | Investment Letter |
| LAZ | Lazard Ltd | -12.52% | 36.89% | -9.22% | Jan 9, 2025 | 0.39% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| MC | Moelis & Company | -10.25% | 31.13% | -5.84% | Jan 9, 2025 | -6.65% | Investment Letter |
| PWP | Perella Weinberg Partners | -12.93% | 22.12% | -12.77% | Jan 9, 2025 | -16.07% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | -3.37% | -13.65% | -39.89% | Apr 18, 2024 | -28.19% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -22.34% | 20.61% | -23.18% | Jan 9, 2025 | -34.22% | Investment Letter |