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.
| 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 | 🔒Register for free to view | $1K–$15K | 2020-06-25 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-06-18 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-06-14 | 2021-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-05-21 | 2021-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-04-14 | 2021-04-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-04-13 | 2021-04-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-04-09 | 2021-04-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-03-31 | 2021-04-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-03-15 | 2021-04-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-02-17 | 2021-02-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-02-01 | 2021-02-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-01-04 | 2021-01-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-11-16 | 2020-12-02 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-05 | 2020-10-08 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-09-25 | 2020-10-08 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-09-21 | 2020-10-08 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-08-04 | 2020-08-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-07-14 | 2020-07-16 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-07-14 | 2020-07-16 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-07-10 | 2020-07-16 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-05-19 | 2020-05-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-05-19 | 2020-05-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-05-18 | 2020-05-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-05-04 | 2020-05-20 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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 |
$99K | 36.1% | +86.5% | Aug 2020 | Jul 2024 | |
CA CAT |
$54K | 19.9% | +1120.5% | Jan 2015 | Dec 2016 | |
BX BX |
$44K | 15.9% | +462.0% | Feb 2015 | Feb 2015 | |
BA BAC |
$22K | 8.0% | +467.9% | Mar 2016 | Feb 2016 | |
IN INTC |
$15K | 5.7% | +250.6% | Mar 2016 | Feb 2017 | |
| 🔒Register for free to view | $14K | 5.2% | +192.8% | Sep 2014 | Dec 2016 | |
| 🔒Register for free to view | $14K | 5.1% | +1287.7% | Mar 2016 | Mar 2017 | |
| 🔒Register for free to view | $8K | 3.0% | +6.8% | May 2014 | May 2014 | |
| 🔒Register for free to view | $3K | 1.2% | +291.4% | Mar 2016 | Feb 2017 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-24 113d ago | — | PDF → |
| 2 | Annual | 2025-05-15 487d ago | — | PDF → |
| 3 | PTR | 2024-07-15 791d ago | 1 | PDF → |
| 4 | Annual | 2024-05-10 857d ago | — | PDF → |
| 5 | PTR | 2024-03-28 900d ago | 1 | PDF → |
| 6 | Annual | 2023-05-24 1209d ago | — | PDF → |
| 7 | Annual | 2022-05-19 1579d ago | — | 🔒Register for free to view |
| 8 | Annual | 2021-08-12 1859d ago | — | 🔒Register for free to view |
| 9 | PTR | 2021-07-29 1873d ago | 3 | 🔒Register for free to view |
| 10 | PTR | 2021-07-27 1875d ago | 3 | 🔒Register for free to view |
| 11 | PTR | 2021-06-14 1918d ago | 2 | 🔒Register for free to view |
| 12 | PTR | 2021-04-14 1979d ago | 5 | 🔒Register for free to view |
| 13 | PTR | 2021-02-18 2034d ago | 2 | 🔒Register for free to view |
| 14 | PTR | 2021-01-04 2079d ago | 1 | 🔒Register for free to view |
| 15 | PTR | 2020-12-02 2112d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2020-10-08 2167d ago | 3 | 🔒Register for free to view |
| 17 | Annual | 2020-08-12 2224d ago | — | 🔒Register for free to view |
| 18 | PTR | 2020-08-06 2230d ago | 1 | 🔒Register for free to view |
| 19 | PTR | 2020-07-16 2251d ago | 3 | 🔒Register for free to view |
| 20 | PTR | 2020-05-20 2308d ago | 4 | 🔒Register for free to view |
| 21 | PTR | 2020-04-22 2336d ago | 2 | 🔒Register for free to view |
| 22 | PTR | 2020-04-03 2355d ago | 7 | 🔒Register for free to view |
| 23 | PTR | 2020-01-08 2441d ago | 2 | 🔒Register for free to view |
| 24 | PTR | 2019-08-21 2581d ago | 1 | 🔒Register for free to view |
| 25 | PTR | 2019-08-06 2596d ago | 1 | 🔒Register for free to view |
| 26 | Annual | 2019-05-15 2679d ago | — | 🔒Register for free to view |
| 27 | PTR | 2019-01-29 2785d ago | 2 | 🔒Register for free to view |
| 28 | Annual | 2018-05-10 3049d ago | — | 🔒Register for free to view |
| 29 | PTR | 2017-08-04 3328d ago | 1 | 🔒Register for free to view |
| 30 | Annual | 2017-05-15 3409d ago | — | 🔒Register for free to view |
| 31 | PTR | 2017-05-03 3421d ago | 1 | 🔒Register for free to view |
| 32 | PTR | 2017-03-20 3465d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2017-02-15 3498d ago | 5 | 🔒Register for free to view |
| 34 | PTR | 2017-01-11 3533d ago | 6 | 🔒Register for free to view |
| 35 | PTR | 2016-06-06 3752d ago | 1 | 🔒Register for free to view |
| 36 | Annual | 2016-05-13 3776d ago | — | 🔒Register for free to view |
| 37 | PTR | 2016-05-03 3786d ago | 2 | 🔒Register for free to view |
| 38 | PTR | 2016-03-18 3832d ago | 6 | 🔒Register for free to view |
| 39 | Annual | 2015-05-15 4140d ago | — | 🔒Register for free to view |
| 40 | PTR | 2015-05-14 4141d ago | 7 | 🔒Register for free to view |
| 41 | PTR | 2015-02-09 4235d ago | 2 | 🔒Register for free to view |
| 42 | PTR | 2015-01-05 4270d ago | 1 | 🔒Register for free to view |
| 43 | PTR | 2014-09-29 4368d ago | 1 | 🔒Register for free to view |
| 44 | PTR | 2014-08-18 4410d ago | 1 | 🔒Register for free to view |
| 45 | PTR | 2014-05-23 4497d ago | 2 | 🔒Register for free to view |
| 46 | Annual | 2014-05-09 4511d ago | — | 🔒Register for free to view |
| 47 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 48 | Annual | 2012-05-14 5236d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.