Greg Landsman

Following their disclosures vs. same money in SPY: +28.3 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	KR KR	$250K–$500K	2025-05-09	2025-05-13	PDF →
EXCHANGE	XO XOM	$1K–$15K	2024-05-06	2025-05-13 LATE	PDF →
SELL	PG PG	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	SP SPG	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	CR CRM	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	PM PM	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	AC ACN	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	V V	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	UB UBER	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	UR URI	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	UN UNH	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	PH PH	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	DI DIS	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	TM TMO	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	PH PH	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	OR ORLY	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	NV NVDA	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	GO GOOGL	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	AM AMZN	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	AM AMP	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	AA AAPL	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	AN ANET	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	BL BLK	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	BM BMY	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	CD CDNS	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	CO COR	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	CO COST	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	CO COST	$15K–$50K	2025-03-27	2025-04-08	PDF →
SELL	CR CRWD	$1K–$15K	2025-03-27	2025-04-08	PDF →
SELL	DH DHR	$1K–$15K	2025-03-27	2025-04-08	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Landsman still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
AN ANET		$51K	35.1%	+94.0%	Sep 2024	Mar 2025
UL ULTA		$40K	27.7%	+69.3%	Aug 2024	Aug 2024
AM AMZN		$25K	16.9%	+26.9%	Aug 2024	Mar 2025
CR CRWD		$16K	11.3%	+206.7%	Aug 2024	Mar 2025
AM AMP		$8K	5.4%	-3.6%	Aug 2024	Mar 2025
CO COR		$5K	3.7%	+39.2%	Aug 2024	Mar 2025

Filings 12 on file · every disclosure Landsman has made