| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| TLN | Talen Energy Corporation | -0.40% | 99.77% | 136.75% | Jul 23, 2024 | 221.15% | Investment Letter |
| CW | Curtiss-Wright Corporation | 6.31% | 72.29% | 49.63% | Sep 1, 2023 | 162.61% | Investment Letter |
| SENEA | Seneca Foods Corporation | 15.37% | 47.86% | 88.39% | Oct 18, 2023 | 122.21% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 6.07% | 78.23% | 54.01% | Oct 15, 2023 | 120.86% | Investment Letter |
| CLMT | Calumet, Inc. | -2.10% | 97.29% | -9.32% | Feb 2, 2024 | 17.58% | Investment Letter |
| EVR | Evercore Inc. | -13.15% | 79.58% | 10.16% | Jan 9, 2025 | 15.96% | Investment Letter |
| PJT | PJT Partners Inc. | -3.48% | 36.52% | 18.25% | Jan 9, 2025 | 12.40% | Investment Letter |
| LAZ | Lazard Ltd | -12.55% | 36.83% | -9.26% | Jan 9, 2025 | 0.35% | 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 | -13.27% | 21.65% | -13.11% | Jan 9, 2025 | -16.40% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | -3.13% | -12.43% | -40.19% | Apr 18, 2024 | -28.28% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -22.29% | 20.68% | -23.13% | Jan 9, 2025 | -34.18% | Investment Letter |