| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| TLN | Talen Energy Corporation | -4.71% | 53.26% | 81.57% | Jul 23, 2024 | 201.00% | Investment Letter |
| CW | Curtiss-Wright Corporation | -7.61% | 24.19% | 49.43% | Sep 1, 2023 | 165.13% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 0.78% | 97.95% | 72.19% | Oct 15, 2023 | 146.55% | Investment Letter |
| SENEA | Seneca Foods Corporation | 11.78% | 25.22% | 64.29% | Oct 18, 2023 | 119.48% | Investment Letter |
| CLMT | Calumet, Inc. | -0.82% | 45.32% | -13.82% | Feb 2, 2024 | 25.40% | Investment Letter |
| EVR | Evercore Inc. | 7.97% | 37.04% | 4.08% | Jan 9, 2025 | 17.04% | Investment Letter |
| PJT | PJT Partners Inc. | 2.97% | 10.45% | 0.37% | Jan 9, 2025 | 5.25% | Investment Letter |
| LAZ | Lazard Ltd | 3.61% | 17.80% | -11.47% | Jan 9, 2025 | 4.33% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| MC | Moelis & Company | 0.21% | 11.57% | -16.29% | Jan 9, 2025 | -12.49% | Investment Letter |
| PWP | Perella Weinberg Partners | -5.09% | 1.37% | -31.25% | Jan 9, 2025 | -22.88% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | 6.64% | 16.53% | -27.97% | Jan 9, 2025 | -28.27% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | -5.58% | -20.34% | -44.66% | Apr 18, 2024 | -39.80% | Investment Letter |