Kathy Castor

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	BR BRK.B	$15K–$50K	2024-07-15	2024-07-15	PDF →
SELL	BR BRK.B	$15K–$50K	2024-03-28	2024-03-28	PDF →
BUY	BR BRK.B	$1K–$15K	2021-07-16	2021-07-29	PDF →
BUY	BR BRK.B	$1K–$15K	2021-06-25	2021-07-29	PDF →
BUY	BR BRK.B	$1K–$15K	2021-06-18	2021-07-29	PDF →
BUY	BR BRK.B	$1K–$15K	2020-07-16	2021-07-27 LATE	PDF →
BUY	BR BRK.B	$1K–$15K	2020-06-25	2021-07-27 LATE	PDF →
BUY	BR BRK.B	$1K–$15K	2020-06-18	2021-07-27 LATE	PDF →
BUY	BR BRK.B	$1K–$15K	2021-06-14	2021-06-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-05-21	2021-06-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-04-14	2021-04-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-04-13	2021-04-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-04-09	2021-04-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-03-31	2021-04-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-03-15	2021-04-14	PDF →
BUY	BR BRK.B	$1K–$15K	2021-02-17	2021-02-18	PDF →
BUY	BR BRK.B	$1K–$15K	2021-02-01	2021-02-18	PDF →
BUY	BR BRK.B	$1K–$15K	2021-01-04	2021-01-04	PDF →
BUY	BR BRK.B	$1K–$15K	2020-11-16	2020-12-02	PDF →
BUY	BR BRK.B	$1K–$15K	2020-10-05	2020-10-08	PDF →
BUY	BR BRK.B	$1K–$15K	2020-09-25	2020-10-08	PDF →
BUY	BR BRK.B	$1K–$15K	2020-09-21	2020-10-08	PDF →
BUY	BR BRK.B	$1K–$15K	2020-08-04	2020-08-06	PDF →
SELL	AA AAL	$1K–$15K	2020-07-14	2020-07-16	PDF →
SELL	LU LUV	$1K–$15K	2020-07-14	2020-07-16	PDF →
SELL	LU LUV	$1K–$15K	2020-07-10	2020-07-16	PDF →
BUY	AA AAL sT	$1K–$15K	2020-05-19	2020-05-20	PDF →
BUY	LU LUV sT	$1K–$15K	2020-05-19	2020-05-20	PDF →
BUY	BR BRK.B sT	$1K–$15K	2020-05-18	2020-05-20	PDF →
BUY	BR BRK.B sT	$1K–$15K	2020-05-04	2020-05-20	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Castor 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
BR BRK.B		$105K	39.9%	+97.5%	Aug 2020	Jul 2024
CA CAT		$47K	18.0%	+963.7%	Jan 2015	Dec 2016
BX BX		$40K	15.1%	+411.9%	Feb 2015	Feb 2015
BA BAC		$18K	6.8%	+360.7%	Mar 2016	Feb 2016
AA AAPL		$14K	5.5%	+1336.0%	Mar 2016	Mar 2017
IN INTC		$14K	5.5%	+225.4%	Mar 2016	Feb 2017
GE GE		$13K	5.0%	+172.4%	Sep 2014	Dec 2016
BE BEN		$8K	3.0%	+1.7%	May 2014	May 2014
MR MRK		$3K	1.2%	+283.3%	Mar 2016	Feb 2017

Filings 48 on file · every disclosure Castor has made