Perez de la Mesa Manuel J has demonstrated a clear selling bias in recent years, with $27.99 million in total sales compared to $8.94 million in purchases across two companies—primarily Pool Corporation (POOL) and a minor transaction in Advanced Drainage Systems (WMS). The most recent activity shows two purchases of POOL stock totaling $2.12 million in early March 2026, marking a rare buying spree after a prolonged period of sales. Prior to these acquisitions, Perez de la Mesa executed multiple large sell-offs, including a $3.89 million disposition on February 24, 2026, and a $2.42 million sale the same day. Earlier transactions in February 2025 were even more substantial, with three sales exceeding $3.46 million, $2.62 million, and $3.49 million respectively.
The trading pattern reveals a recurring cycle of significant sales followed by smaller repurchases, with most transactions concentrated in POOL stock. The only non-POOL activity was a minor WMS transaction in July 2025 with no reported value. While the March 2026 purchases suggest a potential shift in strategy, the overall trend remains heavily weighted toward divestment, particularly in late February periods across multiple years. The sales often occur in clusters, such as the February 2024 transactions where Perez de la Mesa sold $12.82 million, $342,420, and $1.36 million worth of POOL shares within days. The recent buying activity, while notable, has yet to offset the multiyear pattern of net selling.
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