| Q3 2025 |
121 |
$5,830,763,465 |
+$151,764,769 |
-$171,540,291 |
-$19,775,522 |
RBC, ROAD, EXLS, AAON, ESE
|
13F-HR |
13 Nov 2025, 11:41 |
| Q2 2025 |
123 |
$5,971,805,849 |
+$524,295,493 |
-$140,264,231 |
+$384,031,262 |
RBC, ROAD, EXLS, TXRH, ESE
|
13F-HR |
04 Aug 2025, 17:42 |
| Q1 2025 |
125 |
$5,353,860,453 |
+$172,611,791 |
-$131,098,127 |
+$41,513,664 |
EXLS, KNSL, RBC, ROAD, TXRH
|
13F-HR |
09 May 2025, 11:59 |
| Q4 2024 |
131 |
$5,764,966,279 |
+$203,218,825 |
-$427,078,682 |
-$223,859,857 |
ROAD, EXLS, AAON, KNSL, RBC
|
13F-HR |
06 Feb 2025, 17:06 |
| Q3 2024 |
130 |
$5,988,849,544 |
+$201,001,049 |
-$197,737,290 |
+$3,263,759 |
ROAD, ONTO, KNSL, EXPO, AAON
|
13F-HR |
05 Nov 2024, 16:06 |
| Q2 2024 |
130 |
$5,491,362,670 |
+$211,300,898 |
-$274,257,794 |
-$62,956,896 |
ONTO, ROAD, TXRH, RBC, KNSL
|
13F-HR |
14 Aug 2024, 11:16 |
| Q1 2024 |
126 |
$5,686,670,275 |
+$178,613,331 |
-$169,842,086 |
+$8,771,245 |
KNSL, ONTO, ROAD, RBC, AAON
|
13F-HR |
03 May 2024, 13:20 |
| Q4 2023 |
127 |
$5,295,414,951 |
+$178,924,462 |
-$186,616,718 |
-$7,692,256 |
ONTO, RBC, KNSL, EXPO, ROAD
|
13F-HR |
06 Feb 2024, 18:04 |
| Q3 2023 |
125 |
$4,745,305,922 |
+$328,888,248 |
-$217,520,583 |
+$111,367,665 |
KNSL, FICO, ONTO, RBC, EXPO
|
13F-HR |
13 Nov 2023, 13:12 |
| Q2 2023 |
122 |
$5,071,268,673 |
+$154,416,160 |
-$286,545,843 |
-$132,129,683 |
KNSL, FICO, ONTO, EXPO, EXLS
|
13F-HR |
01 Aug 2023, 16:40 |
| Q1 2023 |
123 |
$4,907,778,560 |
+$242,036,188 |
-$189,007,827 |
+$53,028,361 |
FICO, KNSL, EXPO, FOXF, EXLS
|
13F-HR |
12 May 2023, 18:01 |
| Q4 2022 |
124 |
$4,451,351,403 |
+$167,551,676 |
-$207,612,666 |
-$40,060,990 |
FICO, KNSL, EXLS, EXPO, RBC
|
13F-HR |
07 Feb 2023, 16:49 |
| Q3 2022 |
128 |
$4,329,188,000 |
+$194,840,174 |
-$73,917,974 |
+$120,922,200 |
KNSL, EXLS, EXPO, RBC, FICO
|
13F-HR |
02 Nov 2022, 11:38 |
| Q2 2022 |
128 |
$4,345,099,000 |
+$160,945,385 |
-$235,308,034 |
-$74,362,649 |
KNSL, EXPO, EXLS, FICO, RBC
|
13F-HR |
02 Aug 2022, 15:06 |
| Q1 2022 |
128 |
$5,175,782,000 |
+$195,879,453 |
-$265,395,543 |
-$69,516,090 |
KNSL, EXPO, FICO, TECH, EXLS
|
13F-HR |
02 May 2022, 12:11 |
| Q4 2021 |
126 |
$6,202,889,000 |
+$165,753,542 |
-$260,955,799 |
-$95,202,257 |
FOXF, TREX, KNSL, OMCL, EXPO
|
13F-HR |
02 Feb 2022, 17:12 |
| Q3 2021 |
128 |
$5,903,677,000 |
+$193,000,777 |
-$382,472,510 |
-$189,471,733 |
FOXF, EXPO, BL, OMCL, TECH
|
13F-HR |
08 Nov 2021, 13:03 |
| Q2 2021 |
127 |
$6,138,953,000 |
+$158,837,937 |
-$171,876,388 |
-$13,038,451 |
FOXF, TECH, FICO, OMCL, BL
|
13F-HR |
11 Aug 2021, 16:28 |
| Q1 2021 |
128 |
$5,859,270,000 |
+$270,018,764 |
-$463,520,823 |
-$193,502,059 |
FOXF, TECH, FICO, BL, EXPO
|
13F-HR |
03 May 2021, 16:42 |
| Q4 2020 |
125 |
$5,902,059,000 |
+$214,516,168 |
-$308,970,457 |
-$94,454,289 |
BL, MASI, FICO, KNSL, TECH
|
13F-HR |
02 Feb 2021, 10:29 |
| Q3 2020 |
122 |
$4,847,974,000 |
+$266,450,309 |
-$183,478,451 |
+$82,971,858 |
KNSL, MASI, FICO, BL, TYL
|
13F-HR |
12 Nov 2020, 11:08 |
| Q2 2020 |
120 |
$4,620,108,000 |
+$255,585,958 |
-$164,964,661 |
+$90,621,297 |
MASI, KNSL, TYL, FICO, EXPO
|
13F-HR |
13 Aug 2020, 10:41 |
| Q1 2020 |
120 |
$3,516,353,000 |
$0 |
$0 |
$0 |
MASI, TYL, EXPO, FICO, KNSL
|
13F-HR |
14 May 2020, 17:42 |
| Q4 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2020, 15:18 |
| Q3 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2019, 07:30 |
| Q2 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
01 Aug 2019, 13:31 |
| Q1 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
01 May 2019, 15:23 |
| Q4 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
06 Feb 2019, 05:23 |
| Q3 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
08 Nov 2018, 20:57 |
| Q2 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
10 Aug 2018, 10:02 |
| Q1 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
14 May 2018, 08:13 |
| Q4 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
02 Feb 2018, 13:22 |
| Q3 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2017, 09:05 |
| Q2 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2017, 17:24 |
| Q1 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
03 May 2017, 07:33 |
| Q4 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
27 Jan 2017, 20:42 |
| Q3 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
24 Oct 2016, 14:24 |
| Q2 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
29 Jul 2016, 07:53 |
| Q1 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
12 May 2016, 06:41 |
| Q4 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
03 Feb 2016, 16:29 |
| Q3 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
16 Nov 2015, 06:43 |
| Q2 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
17 Aug 2015, 09:09 |
| Q1 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
14 May 2015, 21:24 |
| Q4 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Feb 2015, 20:35 |
| Q3 2014 |
131 |
$3,419,468,000 |
+$103,077,243 |
-$705,357,989 |
-$602,280,746 |
MIDD, PRXL, ORLY, LKQ, APH
|
13F-HR |
14 Nov 2014, 12:24 |
| Q2 2014 |
130 |
$4,075,829,000 |
+$257,331,824 |
-$358,943,108 |
-$101,611,284 |
ORLY, UAA, MIDD, GWR, AMG
|
13F-HR |
15 Aug 2014, 11:27 |
| Q1 2014 |
130 |
$4,282,300,000 |
+$299,348,395 |
-$357,391,107 |
-$58,042,712 |
ORLY, TSCO, PII, UAA, SBNY
|
13F-HR |
12 May 2014, 14:19 |
| Q4 2013 |
134 |
$4,413,778,000 |
$0 |
$0 |
$0 |
LKQ, TSCO, PII, CTSH, AMG
|
13F-HR |
11 Feb 2014, 12:32 |