Q2 2024 |
60 |
$638M |
+$41.6M |
-$101M |
-$59.8M |
TDW, BLDR, LXU, WFG, WLK
|
13F-HR |
8/14/2024, 05:07 PM |
Q1 2024 |
57 |
$737M |
+$14.1M |
-$96.8M |
-$82.7M |
TDW, BLDR, LXU, WFG, WLK
|
13F-HR |
5/15/2024, 04:47 PM |
Q4 2023 |
58 |
$695M |
+$3.43M |
-$50.9M |
-$47.4M |
TDW, BLDR, LXU, WLK, WFG
|
13F-HR |
2/14/2024, 02:57 PM |
Q3 2023 |
59 |
$681M |
+$54M |
-$35.4M |
+$18.6M |
TDW, BLDR, LXU, WLK, WFG
|
13F-HR |
11/14/2023, 11:05 AM |
Q2 2023 |
63 |
$619M |
+$25.3M |
-$97.7M |
-$72.4M |
TDW, BLDR, WFG, LXU, WLK
|
13F-HR |
8/14/2023, 11:17 AM |
Q1 2023 |
60 |
$568M |
+$8.81M |
-$25.3M |
-$16.5M |
TDW, BLDR, WLK, LXU, WFG
|
13F-HR |
5/12/2023, 05:09 PM |
Q4 2022 |
64 |
$502M |
+$19.8M |
-$24.1M |
-$4.25M |
TDW, BLDR, LXU, WFG, WLK
|
Restatement |
3/2/2023, 05:51 PM |
Q3 2022 |
69 |
$421M |
+$26.5M |
-$17M |
+$9.5M |
BLDR, TDW, WFG, LXU, WLK
|
13F-HR |
11/14/2022, 04:24 PM |
Q2 2022 |
72 |
$409M |
+$14.5M |
-$16.8M |
-$2.34M |
BLDR, TDW, WFG, LXU, WLK
|
13F-HR |
8/12/2022, 05:12 PM |
Q1 2022 |
70 |
$494M |
+$31.8M |
-$21.7M |
+$10M |
BLDR, TDW, LXU, WFG, WLK
|
13F-HR |
5/16/2022, 05:10 PM |
Q4 2021 |
75 |
$493M |
+$15.7M |
-$52M |
-$36.4M |
BLDR, WFG, TDW, LXU, JEF
|
13F-HR |
2/14/2022, 05:26 PM |
Q3 2021 |
73 |
$436M |
+$12.6M |
-$5.65M |
+$6.95M |
BLDR, WFG, TDW, WLK, JEF
|
13F-HR |
11/15/2021, 05:11 PM |
Q2 2021 |
75 |
$398M |
+$16.2M |
-$19.3M |
-$3.07M |
BLDR, WFG, TDW, WLK, JEF
|
13F-HR |
8/16/2021, 05:11 PM |
Q1 2021 |
73 |
$396M |
+$98.9M |
-$91.9M |
+$7.01M |
BLDR, TDW, WFG, WLK, JEF
|
13F-HR |
5/17/2021, 01:47 PM |
Q4 2020 |
67 |
$343M |
+$18.1M |
-$13M |
+$5.1M |
BLDR, BMCH, OSB, TDW, WLK
|
13F-HR |
2/16/2021, 04:39 PM |
Q3 2020 |
64 |
$259M |
+$10.7M |
-$26.8M |
-$16.1M |
BLDR, BMCH, WLK, TDW, OSB
|
13F-HR |
11/16/2020, 02:09 PM |
Q2 2020 |
63 |
$232M |
+$31.1M |
-$15.1M |
+$16M |
BLDR, BMCH, GAN, WLK, TDW
|
13F-HR |
8/14/2020, 02:48 PM |
Q1 2020 |
59 |
$170M |
+$18.2M |
-$19.9M |
-$1.66M |
BMCH, BLDR, TDW, WLK, EAF
|
13F-HR |
5/15/2020, 12:40 PM |
Q4 2019 |
59 |
$313M |
+$21.7M |
-$28.9M |
-$7.28M |
BLDR, TDW, BMCH, WLK, OSB
|
13F-HR |
2/14/2020, 03:23 PM |
Q3 2019 |
60 |
$281M |
+$15.9M |
-$26M |
-$10.1M |
BMCH, BLDR, TDW, WLK, OSB
|
Restatement |
2/25/2020, 10:36 AM |
Q2 2019 |
58 |
$287M |
+$17.1M |
-$30.3M |
-$13.2M |
BMCH, BLDR, TDW, WLK, OSB
|
13F-HR |
8/14/2019, 02:59 PM |
Q1 2019 |
65 |
$283M |
+$15M |
-$16.9M |
-$1.87M |
BMCH, BLDR, WLK, TDW, OSB
|
13F-HR |
5/14/2019, 03:07 PM |
Q4 2018 |
68 |
$256M |
+$20M |
-$34.8M |
-$14.8M |
BMCH, BLDR, WLK, TDW, OSB
|
13F-HR |
2/14/2019, 05:48 PM |
Q3 2018 |
72 |
$380M |
+$11.8M |
-$8.8M |
+$2.99M |
BMCH, BLDR, CVCO, LXU, WLK
|
13F-HR |
11/14/2018, 04:46 PM |
Q2 2018 |
63 |
$384M |
+$31.4M |
-$24.1M |
+$7.33M |
BMCH, BLDR, WLK, CVCO, OSB
|
13F-HR |
8/7/2018, 05:23 PM |
Q1 2018 |
68 |
$361M |
+$5.43M |
-$8.95M |
-$3.52M |
BMCH, BLDR, WLK, CVCO, TDW
|
13F-HR |
5/15/2018, 09:11 AM |
Q4 2017 |
62 |
$383M |
+$26.9M |
-$30.5M |
-$3.55M |
BMCH, BLDR, WLK, CVCO, LXU
|
13F-HR |
2/8/2018, 02:39 PM |
Q3 2017 |
55 |
$365M |
+$44.2M |
-$19.4M |
+$24.8M |
BMCH, BLDR, WLK, CVCO, LXU
|
13F-HR |
11/13/2017, 03:23 PM |
Q2 2017 |
58 |
$313M |
+$5.05M |
-$15.9M |
-$10.8M |
BMCH, BLDR, LXU, WLK, CVCO
|
13F-HR |
8/9/2017, 04:50 PM |
Q1 2017 |
48 |
$339M |
+$2.45M |
-$8.89M |
-$6.44M |
BMCH, BLDR, LXU, WLK, CVCO
|
13F-HR |
5/11/2017, 04:32 PM |
Q4 2016 |
47 |
$328M |
+$10.8M |
-$5.45M |
+$5.3M |
BMCH, BLDR, LXU, PHX, CVCO
|
13F-HR |
2/14/2017, 09:43 AM |
Q3 2016 |
49 |
$291M |
+$11.2M |
-$7.06M |
+$4.13M |
BMCH, BLDR, CVCO, LXU, WLK
|
13F-HR |
11/9/2016, 02:20 PM |
Q2 2016 |
51 |
$278M |
+$40.9M |
-$54.3M |
-$13.4M |
BMCH, BLDR, LXU, CVCO, ATW
|
13F-HR |
8/11/2016, 05:19 PM |
Q1 2016 |
52 |
$275M |
+$30.9M |
-$8.37M |
+$22.5M |
BMCH, LXU, BLDR, CVCO, PHX
|
Restatement |
5/25/2016, 12:42 PM |
Q4 2015 |
54 |
$244M |
+$115M |
-$14.3M |
+$101M |
BMCH, BLDR, CVCO, PHX, LUK
|
13F-HR |
2/16/2016, 08:42 AM |
Q3 2015 |
47 |
$150M |
+$15.9M |
-$13M |
+$2.95M |
BLDR, PHX, LUK, CVCO, LXU
|
13F-HR |
11/16/2015, 12:07 PM |
Q2 2015 |
52 |
$180M |
+$3.52M |
-$14.1M |
-$10.6M |
BLDR, PHX, LUK, LXU, CVCO
|
13F-HR |
8/17/2015, 12:26 PM |
Q1 2015 |
53 |
$173M |
+$125K |
-$7.38M |
-$7.25M |
BLDR, PHX, LXU, CVCO, LUK
|
13F-HR |
5/15/2015, 03:19 PM |
Q4 2014 |
55 |
$178M |
+$14.3M |
-$19.6M |
-$5.23M |
BLDR, PHX, CVCO, LUK, LXU
|
13F-HR |
2/18/2015, 12:10 PM |
Q3 2014 |
62 |
$202M |
+$13.7M |
-$37.7M |
-$24M |
PHX, LUK, BLDR, LXU, CVCO
|
13F-HR |
11/14/2014, 03:41 PM |
Q2 2014 |
63 |
$255M |
+$5.15M |
-$17.5M |
-$12.4M |
PHX, BLDR, LXU, CVCO, LUK
|
13F-HR |
8/8/2014, 04:08 PM |
Q1 2014 |
62 |
$262M |
+$6.3M |
-$12.9M |
-$6.56M |
PHX, BLDR, LUK, LXU, CVCO
|
13F-HR |
5/15/2014, 03:22 PM |
Q4 2013 |
62 |
$249M |
$0 |
$0 |
|
BLDR, PHX, LUK, LXU, ATW
|
13F-HR |
2/14/2014, 10:25 AM |