Peter Meijer

Following their disclosures vs. same money in SPY: -110.8 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	CN CNC	$581	2021-02-16	2022-12-30 LATE	PDF →
SELL	CV CVX	$651	2021-02-16	2022-12-30 LATE	PDF →
SELL	LY LYFT	$876	2021-02-16	2022-12-30 LATE	PDF →
SELL	MA MAS	$802	2021-02-16	2022-12-30 LATE	PDF →
SELL	PC PCAR	$971	2021-02-16	2022-12-30 LATE	PDF →
SELL	PK PK	$971	2021-02-16	2022-12-30 LATE	PDF →
SELL	RO ROST	$1K–$15K	2021-02-16	2022-12-30 LATE	PDF →
SELL	SG SGEN	$796	2021-02-16	2022-12-30 LATE	PDF →
SELL	GT GT	$496	2021-02-16	2022-12-30 LATE	PDF →
SELL	TJ TJX	$674	2021-02-16	2022-12-30 LATE	PDF →
BUY	BA BABA	$1K–$15K	2021-02-11	2022-12-30 LATE	PDF →
SELL	PP PPC	$819	2021-01-26	2022-12-30 LATE	PDF →
SELL	EF EFX	$902	2021-01-16	2022-12-30 LATE	PDF →
SELL	TI TIF	$15K–$50K	2021-01-07	2022-12-30 LATE	PDF →
SELL	DE DE	$1K–$15K	2022-06-27	2022-07-21	PDF →
SELL	AT ATLKY	$50K–$100K	2021-02-17	2021-03-16	PDF →
SELL	BA BABA	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	BB BBVA	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	UL UL	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	AB ABEV	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	UN UNICY	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	(AdS) [ST] g f e d c FIlING STATuS: New SuBh other	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	AL ALFVY	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	AL ALC	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	AA AAGIY	$50K–$100K	2021-02-17	2021-03-16	PDF →
SELL	FIlING STATuS: New SuBhOldING OF: MEIJER GST other	$50K–$100K	2021-02-17	2021-03-16	PDF →
SELL	AD ADDYY	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	IT ITUB	$15K–$50K	2021-02-17	2021-03-16	PDF →
SELL	TS TSM	$50K–$100K	2021-02-17	2021-03-16	PDF →
SELL	FA FANUY	$15K–$50K	2021-02-17	2021-03-16	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Meijer 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
BA BABA		$5K	100.0%	+16.6%	Jan 2023	Feb 2021

Filings 5 on file · every disclosure Meijer has made