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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 | 13.46% | 34.72% | 68.26% | Sep 1, 2023 | 211.28% | Investment Letter |
| TLN | Talen Energy Corporation | -2.01% | 9.98% | 50.98% | Jul 23, 2024 | 194.81% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 5.90% | 37.93% | 73.42% | Oct 15, 2023 | 152.34% | Investment Letter |
| SENEA | Seneca Foods Corporation | 4.50% | 10.80% | 58.06% | Oct 18, 2023 | 110.96% | Investment Letter |
| CLMT | Calumet, Inc. | 5.80% | 23.74% | 32.25% | Feb 2, 2024 | 36.78% | Investment Letter |
| EVR | Evercore Inc. | 5.00% | 21.95% | 28.55% | Jan 9, 2025 | 34.66% | Investment Letter |
| PJT | PJT Partners Inc. | 9.05% | 0.67% | 15.76% | Jan 9, 2025 | 18.79% | Investment Letter |
| LAZ | Lazard Ltd | 5.97% | -5.02% | -1.86% | Jan 9, 2025 | 7.74% | Investment Letter |
| MC | Moelis & Company | 6.14% | 5.26% | -4.05% | Jan 9, 2025 | 3.03% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| PWP | Perella Weinberg Partners | 26.49% | 4.09% | -15.46% | Jan 9, 2025 | -4.87% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -1.41% | 9.70% | -17.47% | Jan 9, 2025 | -20.34% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | 20.96% | -11.69% | -24.82% | Apr 18, 2024 | -25.10% | Investment Letter |