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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| SENEA | Seneca Foods Corporation | 14.65% | 36.12% | 75.30% | Oct 18, 2023 | 247.00% | Investment Letter |
| CLMT | Calumet, Inc. | 14.92% | 61.91% | 192.13% | Feb 2, 2024 | 209.70% | Investment Letter |
| CW | Curtiss-Wright Corporation | -18.44% | -12.43% | 27.76% | Sep 1, 2023 | 194.73% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 2.75% | 41.06% | 32.38% | Oct 15, 2023 | 158.44% | Investment Letter |
| TLN | Talen Energy Corporation | -14.53% | -21.41% | -13.48% | Jul 23, 2024 | 143.05% | Investment Letter |
| PJT | PJT Partners Inc. | 2.70% | 16.30% | -2.46% | Jan 9, 2025 | 10.16% | Investment Letter |
| EVR | Evercore Inc. | -14.77% | -9.24% | -9.07% | Jan 9, 2025 | 6.53% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| MC | Moelis & Company | 2.37% | 9.36% | -4.72% | Jan 9, 2025 | -5.42% | Investment Letter |
| LAZ | Lazard Ltd | -1.57% | -15.51% | -23.09% | Jan 9, 2025 | -9.92% | Investment Letter |
| PWP | Perella Weinberg Partners | 4.02% | -15.81% | -24.99% | Jan 9, 2025 | -29.10% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -8.03% | 1.35% | -17.32% | Jan 9, 2025 | -34.60% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | 4.22% | 0.64% | -30.93% | Apr 18, 2024 | -44.70% | Investment Letter |