| Q1 2024 |
12 |
$204M |
+$88.5M |
-$58.4M |
+$30.1M |
DESP, PHIN, ATMU, TROX, MTUS, TRS |
13F-HR |
5/15/2024, 04:29 PM |
| Q4 2023 |
13 |
$162M |
+$34.7M |
-$42.4M |
-$7.68M |
DESP, MTUS, DOLE, TGLS, ATMU, TROX |
13F-HR |
2/14/2024, 04:06 PM |
| Q3 2023 |
19 |
$155M |
+$66.2M |
-$28.8M |
+$37.3M |
MTUS, DESP, DOLE, TRN, ATMU, TROX |
13F-HR |
11/14/2023, 04:06 PM |
| Q2 2023 |
12 |
$113M |
+$47.8M |
-$55.3M |
-$7.45M |
DOLE, MTUS, DESP, VTOL, DFIN, ATMU |
13F-HR |
8/14/2023, 04:04 PM |
| Q1 2023 |
14 |
$117M |
+$59.8M |
-$26.4M |
+$33.3M |
DOLE, DESP, DXPE, CLW, MCS, RYI |
13F-HR |
5/15/2023, 04:07 PM |
| Q4 2022 |
13 |
$130M |
+$55.1M |
-$2.79M |
+$52.3M |
HEES, TGLS, PTVE, HCC, DXPE, ACCO |
13F-HR |
2/14/2023, 03:05 PM |
| Q3 2022 |
13 |
$95.2M |
+$18.5M |
-$2.27M |
+$16.2M |
TGLS, OEC, HEES, CSTM, HCC, CNNE |
13F-HR |
11/14/2022, 03:11 PM |
| Q2 2022 |
19 |
$117M |
+$21.1M |
-$9.1M |
+$12M |
OEC, CSTM, HEES, TGLS, GBX, HCC |
13F-HR |
8/15/2022, 03:59 PM |
| Q1 2022 |
20 |
$156M |
+$44.3M |
-$6.2M |
+$38.1M |
TGLS, GBX, HCC, ECVT, HEES, CSTM |
13F-HR |
5/13/2022, 04:13 PM |
| Q4 2021 |
18 |
$140M |
|
|
|
TGLS, AMWD, GBX, HEES, CNNE, ECVT |
13F-HR |
2/14/2022, 03:23 PM |