Q2 2024 |
298 |
$747M |
+$193M |
-$119M |
+$73.2M |
WDC, CYH, VRT, PDD, CLS
|
13F-HR |
8/14/2024, 12:01 PM |
Q1 2024 |
277 |
$679M |
+$174M |
-$208M |
-$34.9M |
CYH, WDC, VRT, CLS, GOOGL
|
13F-HR |
5/15/2024, 04:06 PM |
Q4 2023 |
272 |
$624M |
+$182M |
-$203M |
-$21.7M |
CYH, VRT, META, WDC, SMCI
|
13F-HR |
2/14/2024, 10:00 AM |
Q3 2023 |
265 |
$586M |
+$214M |
-$114M |
+$99.5M |
META, CYH, SMCI, VRT, AMZN
|
13F-HR |
11/14/2023, 04:15 PM |
Q2 2023 |
273 |
$490M |
+$165M |
-$75.7M |
+$88.9M |
VRTV, META, TH, CYH, PLAY
|
13F-HR |
8/14/2023, 04:16 PM |
Q1 2023 |
238 |
$393M |
+$127M |
-$87.7M |
+$39.6M |
CYH, VRTV, PBF, PLYA, VTNR
|
13F-HR |
5/15/2023, 04:04 PM |
Q4 2022 |
217 |
$345M |
+$97.3M |
-$92.3M |
+$5M |
NFE, TBT, VRTV, PBF, PLYA
|
13F-HR |
2/14/2023, 04:05 PM |
Q3 2022 |
219 |
$316M |
+$74.6M |
-$71.8M |
+$2.82M |
TBT, VRTV, PBF, IPI, LXU
|
13F-HR |
11/14/2022, 04:02 PM |
Q2 2022 |
240 |
$323M |
+$103M |
-$77.9M |
+$25.4M |
TBT, IPI, CYH, MOS, DIN
|
13F-HR |
8/15/2022, 04:20 PM |
Q1 2022 |
231 |
$360M |
+$123M |
-$74.5M |
+$48.6M |
VRTV, CF, IPI, TBT, DIN
|
13F-HR |
5/16/2022, 01:56 PM |
Q4 2021 |
181 |
$275M |
$0 |
$0 |
|
MOS, IPI, CF, NTR, HOUS
|
13F-HR |
2/14/2022, 04:16 PM |