| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| TLN | Talen Energy Corporation | -4.95% | 52.88% | 81.11% | Jul 23, 2024 | 200.24% | Investment Letter |
| CW | Curtiss-Wright Corporation | -8.34% | 23.20% | 48.24% | Sep 1, 2023 | 163.03% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 0.52% | 97.43% | 71.74% | Oct 15, 2023 | 145.91% | Investment Letter |
| SENEA | Seneca Foods Corporation | 12.39% | 25.91% | 65.19% | Oct 18, 2023 | 120.68% | Investment Letter |
| CLMT | Calumet, Inc. | -1.18% | 44.79% | -14.13% | Feb 2, 2024 | 24.95% | Investment Letter |
| EVR | Evercore Inc. | 7.67% | 36.66% | 3.79% | Jan 9, 2025 | 16.72% | Investment Letter |
| PJT | PJT Partners Inc. | 3.32% | 10.82% | 0.71% | Jan 9, 2025 | 5.61% | Investment Letter |
| LAZ | Lazard Ltd | 4.22% | 18.50% | -10.94% | Jan 9, 2025 | 4.95% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| MC | Moelis & Company | 0.79% | 12.22% | -15.80% | Jan 9, 2025 | -11.98% | Investment Letter |
| PWP | Perella Weinberg Partners | -4.12% | 2.40% | -30.55% | Jan 9, 2025 | -22.10% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | 7.74% | 17.72% | -27.23% | Jan 9, 2025 | -27.54% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | -5.42% | -20.20% | -44.57% | Apr 18, 2024 | -39.69% | Investment Letter |