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| Stock | Company | 1 Month Performance | 6 Month Performance | 1 Year Performance | Date Mentioned | Performance Since Mentioned | Source |
|---|---|---|---|---|---|---|---|
| SENEA | Seneca Foods Corporation | 13.50% | 34.76% | 73.54% | Oct 18, 2023 | 243.52% | Investment Letter |
| CLMT | Calumet, Inc. | 13.07% | 59.31% | 187.44% | Feb 2, 2024 | 204.72% | Investment Letter |
| CW | Curtiss-Wright Corporation | -18.11% | -12.08% | 28.27% | Sep 1, 2023 | 195.91% | Investment Letter |
| MEDP | Medpace Holdings, Inc. | 2.07% | 40.12% | 31.50% | Oct 15, 2023 | 156.73% | Investment Letter |
| TLN | Talen Energy Corporation | -14.48% | -21.37% | -13.43% | Jul 23, 2024 | 143.20% | Investment Letter |
| PJT | PJT Partners Inc. | 2.18% | 15.71% | -2.95% | Jan 9, 2025 | 9.60% | Investment Letter |
| EVR | Evercore Inc. | -15.03% | -9.52% | -9.35% | Jan 9, 2025 | 6.20% | Investment Letter |
| DCP | DCP Midstream LP | -0.69% | 44.51% | Jul 18, 2023 | -0.02% | Investment Letter | |
| MC | Moelis & Company | 0.31% | 7.16% | -6.64% | Jan 9, 2025 | -7.32% | Investment Letter |
| LAZ | Lazard Ltd | -2.07% | -15.95% | -23.48% | Jan 9, 2025 | -10.38% | Investment Letter |
| PWP | Perella Weinberg Partners | 4.56% | -15.37% | -24.60% | Jan 9, 2025 | -28.73% | Investment Letter |
| JEF | Jefferies Financial Group Inc. | -7.27% | 2.19% | -16.64% | Jan 9, 2025 | -34.05% | Investment Letter |
| BAH | Booz Allen Hamilton Holding Corporation | 2.80% | -0.73% | -31.87% | Apr 18, 2024 | -45.46% | Investment Letter |