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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| CW | Curtiss-Wright Corporation | 15.43% | 37.06% | 71.17% | Sep 1, 2023 | 216.68% | Investment Letter |
| TLN | Talen Energy Corporation | -0.23% | 11.97% | 53.71% | Jul 23, 2024 | 200.14% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 6.42% | 38.60% | 74.27% | Oct 15, 2023 | 153.56% | Investment Letter |
| SENEA | Seneca Foods Corporation | 5.57% | 11.93% | 59.67% | Oct 18, 2023 | 113.11% | Investment Letter |
| EVR | Evercore Inc. | 6.75% | 23.98% | 30.69% | Jan 9, 2025 | 36.91% | Investment Letter |
| CLMT | Calumet, Inc. | 4.25% | 21.93% | 30.31% | Feb 2, 2024 | 34.78% | Investment Letter |
| PJT | PJT Partners Inc. | 11.49% | 2.92% | 18.35% | Jan 9, 2025 | 21.44% | Investment Letter |
| LAZ | Lazard Ltd | 7.83% | -3.35% | -0.13% | Jan 9, 2025 | 9.64% | Investment Letter |
| MC | Moelis & Company | 9.26% | 8.35% | -1.23% | Jan 9, 2025 | 6.05% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| PWP | Perella Weinberg Partners | 27.41% | 4.85% | -14.84% | Jan 9, 2025 | -4.18% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -0.19% | 11.06% | -16.45% | Jan 9, 2025 | -19.35% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | 13.12% | -17.41% | -29.69% | Apr 18, 2024 | -29.95% | Investment Letter |