AM
April McClain Delaney
Portfolio Range
$15K–$50K
# Trades
346
# Tickers
41
Latest Filing
Sep 10 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
FWONK54.0%
HUBB32.5%
CHRW12.9%
PTC0.6%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 346 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| WAB | Westinghouse Air Brake Technologies Corp | Stock | Sale | $100K–$250K | -8.3% | Self | Aug 25 '26 | Sep 10 '26 |
| LH | Laboratory Corp of America Holdings | Stock | Sale | $100K–$250K | -2.6% | Self | Aug 25 '26 | Sep 10 '26 |
| MIDD | The Middleby Corp | Stock | Sale | $15K–$50K | -0.8% | Self | Aug 25 '26 | Sep 10 '26 |
| BRO | Brown & Brown Inc | Stock | Sale | $100K–$250K | -0.5% | Self | Aug 25 '26 | Sep 10 '26 |
| CNM | CORE & MAIN INC | Stock | Sale | $100K–$250K | -4.8% | Self | Aug 25 '26 | Sep 10 '26 |
| CHRW | C.H. Robinson Worldwide Inc | Stock | Sale | $100K–$250K | -1.7% | Self | Aug 25 '26 | Sep 10 '26 |
| TDY | Teledyne Technologies Inc | Stock | Sale | $15K–$50K | -0.2% | Self | Aug 25 '26 | Sep 10 '26 |
| ESE | ESCO Technologies Inc | Stock | Sale | $15K–$50K | -16.2% | Self | Aug 25 '26 | Sep 10 '26 |
| LTH | LIFE TIME GRP HOLD INC | Stock | Sale | $100K–$250K | -5.9% | Self | Aug 25 '26 | Sep 10 '26 |
| SIG | Signet Jewelers Ltd | Stock | Sale | $100K–$250K | +38.5% | Self | Aug 25 '26 | Sep 10 '26 |
| LYV | Live Nation Entertainment Inc | Stock | Sale | $100K–$250K | -7.1% | Self | Aug 25 '26 | Sep 10 '26 |
| FWONK | Formula One Group - The Liberty Media Group | Stock | Sale | $100K–$250K | -14.6% | Self | Aug 25 '26 | Sep 10 '26 |
| VIK | VIKING HOLDINGS LTD | Stock | Sale | $100K–$250K | -10.8% | Self | Aug 25 '26 | Sep 10 '26 |
| EME | EMCOR Group Inc | Stock | Sale | $100K–$250K | -12.5% | Self | Aug 25 '26 | Sep 10 '26 |
| CLH | Clean Harbors Inc | Stock | Sale | $50K–$100K | +3.3% | Self | Aug 25 '26 | Sep 10 '26 |
| ROL | ROLLINS Inc | Stock | Sale | $50K–$100K | -4.2% | Self | Aug 25 '26 | Sep 10 '26 |
| STE | Steris PLC | Stock | Sale | $100K–$250K | -1.8% | Self | Aug 25 '26 | Sep 10 '26 |
| NDAQ | Nasdaq Inc | Stock | Sale | $100K–$250K | +3.9% | Self | Aug 25 '26 | Sep 10 '26 |
| PKG | Packaging Corp Of America | Stock | Sale | $50K–$100K | +0.3% | Self | Aug 25 '26 | Sep 10 '26 |
| MKL | Markel Corp | Stock | Sale | $100K–$250K | +3.4% | Self | Aug 25 '26 | Sep 10 '26 |
| SGI | Tempur Sealy International Inc | Stock | Sale | $100K–$250K | +0.9% | Self | Aug 25 '26 | Sep 10 '26 |
| TRMB | Trimble Inc | Stock | Sale | $100K–$250K | +6.8% | Self | Aug 25 '26 | Sep 10 '26 |
| HUBB | Hubbell Inc | Stock | Sale | $100K–$250K | -3.5% | Self | Aug 25 '26 | Sep 10 '26 |
| ENTG | Entegris Inc | Stock | Sale | $100K–$250K | -3.1% | Self | Aug 25 '26 | Sep 10 '26 |
| TSCO | Tractor Supply Co | Stock | Sale | $15K–$50K | -5.5% | Self | Aug 25 '26 | Sep 10 '26 |
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