Brett H. Barth files SEC Form 4 disclosures for BBR ALO Fund, LLC. They have made 34 open-market trades across 2 companies since 2018, most recently 2026-06-30.
CIK 0001745086
24 open-market purchases totalling $7.6M since 2018, against 10 sales. Across 8 scored buys the stock is up 24.4% at ninety days, and 11.8 points ahead of the S&P over the same stretch.
8 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| COWN | 83,178 | $3.2M |
| BSLK | 35,000 | $20K |
| PrivateUnlisted | 50,049 | — |
| Total | $3.3M |
Shares reported on the most recent Form 4, priced at the 2026-07-14 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 38% | 63% | 63% |
| Avg Move | -1.0% | +4.3% | +24.4% |
| Alpha | -1.9% | -4.0% | +11.8% |
| Scored | 8 | 8 | 8 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| PrivateBBR ALO Fund, LLC | SELL | 2026-06-30 | 2026-07-14 | $14.76 | $750K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2026-06-30 | 2026-07-02 | $14.76 | $750K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2025-12-31 | 2026-01-21 | $13.73 | $950K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2025-12-31 | 2026-01-05 | $14.78 | $950K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2025-10-10 | 2025-10-14 | $14.71 | $500K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2025-03-01 | 2025-03-04 | $13.79 | $92K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2025-03-01 | 2025-03-04 | $13.79 | $277K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2024-12-31 | 2025-01-03 | $14.11 | $550K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2024-12-31 | 2025-01-22 | $13.35 | $1.1M | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2024-05-01 | 2024-05-03 | $13.12 | $140K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2024-03-01 | 2024-03-05 | $13.70 | $128K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2023-09-30 | 2023-10-03 | $11.82 | $1000K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2023-09-30 | 2023-10-20 | $11.82 | $2.0M | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | SELL | 2023-06-30 | 2023-10-03 | $12.18 | $55K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2023-06-30 | 2023-10-02 | $12.18 | $110K | N/A | N/A | N/A |
| COWN | BUY | 2022-02-23 | 2022-02-23 | $28.78 | $288K | -5.0% | -1.7% | -13.3% |
| PrivateBBR ALO Fund, LLC | BUY | 2022-02-01 | 2022-02-03 | $13.57 | $35K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2022-02-01 | 2022-03-02 | $13.56 | $35K | N/A | N/A | N/A |
| COWN | BUY | 2021-11-26 | 2021-11-29 | $35.85 | $359K | -2.1% | +0.6% | -18.6% |
| PrivateBBR ALO Fund, LLC | BUY | 2021-10-01 | 2021-10-04 | $15.05 | $350K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2021-10-01 | 2021-10-20 | $15.05 | $700K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2021-02-01 | 2021-02-23 | $13.51 | $30K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2021-02-01 | 2021-10-04 | $13.15 | $30K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2021-02-01 | 2021-02-03 | $13.15 | $30K | N/A | N/A | N/A |
| PrivateBBR ALO Fund, LLC | BUY | 2020-12-01 | 2021-01-05 | $12.95 | $400K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.