Thomas J. Herzfeld is Director at HERZFELD CARIBBEAN BASIN FUND INC (CUBA). They have made 58 open-market trades across 2 companies since 2006, most recently 2026-04-15.
CIK 0001310710
49 open-market purchases totalling $2.1M since 2006, against 9 sales. Across 48 scored buys the stock is up 0.3% at ninety days, and 4.5 points behind the S&P over the same stretch.
49 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| CUBA | 1,664,037 | $4.2M |
| HERZ | 197,248 | $2.9M |
| Total | $7.1M |
Shares reported on the most recent Form 4, priced at the 2026-04-17 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 45% | 53% | 56% |
| Avg Move | -3.2% | -0.6% | +0.3% |
| Alpha | -2.7% | -1.3% | -4.5% |
| Scored | 49 | 49 | 48 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HERZ | BUY | 2026-04-15 | 2026-04-17 | $16.01 | $58K | +2.7% | +2.3% | -2.2% |
| HERZ | BUY | 2026-03-27 | 2026-03-31 | $15.50 | $46K | +2.3% | +12.0% | +5.5% |
| HERZ | BUY | 2026-03-02 | 2026-03-04 | $15.44 | $78K | -5.8% | -1.2% | +16.1% |
| CUBA | BUY | 2025-04-07 | 2025-04-09 | $2.40 | $4K | -4.3% | -0.8% | N/A |
| CUBA | BUY | 2025-04-01 | 2025-04-03 | $2.65 | $2K | -6.2% | -3.8% | -2.3% |
| CUBA | BUY | 2025-03-28 | 2025-04-01 | $2.60 | $2K | -5.5% | -4.2% | -3.7% |
| CUBA | BUY | 2025-03-24 | 2025-03-26 | $2.70 | $10K | -11.2% | -7.8% | -4.9% |
| CUBA | BUY | 2025-03-14 | 2025-03-18 | $2.64 | $3K | -0.0% | -8.4% | -5.3% |
| CUBA | BUY | 2025-03-12 | 2025-03-17 | $2.64 | $23K | +0.0% | -8.3% | -6.4% |
| CUBA | BUY | 2025-03-10 | 2025-03-12 | $2.58 | $6K | +3.6% | -5.0% | -7.5% |
| CUBA | BUY | 2025-03-07 | 2025-03-11 | $2.59 | $3K | +2.3% | -9.5% | -8.0% |
| CUBA | BUY | 2025-03-06 | 2025-03-10 | $2.59 | $9K | +2.3% | +0.4% | -6.2% |
| CUBA | BUY | 2025-03-04 | 2025-03-06 | $2.51 | $68K | +0.8% | -8.8% | -7.5% |
| CUBA | SELL | 2022-11-14 | 2022-11-16 | $4.98 | $717K | -0.7% | -4.7% | +1.2% |
| CUBA | SELL | 2021-11-12 | 2021-11-17 | $6.98 | $704K | -8.9% | -9.7% | -2.7% |
| CUBA | SELL | 2021-03-10 | 2021-03-12 | $6.80 | $622K | -0.5% | +2.4% | +6.9% |
| CUBA | BUY | 2020-03-23 | 2020-03-25 | $2.58 | $11K | -8.0% | -1.7% | +7.1% |
| CUBA | BUY | 2020-03-16 | 2021-03-12 | $3.95 | $50K | -0.5% | +2.4% | +6.9% |
| CUBA | BUY | 2020-03-13 | 2020-03-16 | $4.08 | $57K | -9.3% | -10.0% | +3.3% |
| CUBA | BUY | 2019-01-02 | 2019-01-04 | $4.98 | $80K | +4.7% | +9.7% | +14.2% |
| CUBA | BUY | 2018-10-23 | 2018-10-25 | $5.84 | $117K | +5.5% | +4.7% | -0.2% |
| CUBA | BUY | 2018-06-25 | 2018-06-27 | $6.69 | $67K | +1.8% | +2.4% | -1.4% |
| CUBA | BUY | 2018-04-23 | 2018-04-25 | $7.09 | $35K | -2.5% | -3.4% | -3.6% |
| CUBA | BUY | 2018-04-04 | 2018-04-06 | $6.99 | $35K | +1.3% | -3.6% | -6.6% |
| CUBA | BUY | 2018-03-21 | 2018-03-23 | $7.12 | $53K | +0.0% | -0.5% | -4.8% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.