Q3 2018 |
163 |
$1.99B |
+$958M |
-$1.15B |
-$193M |
WCN, GPK, MYL, CCK, H
|
13F-HR |
11/13/2018, 11:22 AM |
Q2 2018 |
171 |
$2.12B |
+$877M |
-$1.27B |
-$392M |
WM, AME, AET, H, GPK
|
13F-HR |
8/13/2018, 09:14 AM |
Q1 2018 |
201 |
$2.46B |
+$1.24B |
-$1.41B |
-$167M |
JACK, MAR, GLNG, H, TWX
|
13F-HR |
5/14/2018, 09:21 AM |
Q4 2017 |
211 |
$2.66B |
+$1.26B |
-$1.35B |
-$89.4M |
MYL, CVS, JACK, HAL, WCN
|
13F-HR |
2/13/2018, 09:21 AM |
Q3 2017 |
161 |
$2.65B |
+$1.37B |
-$918M |
+$451M |
LVNTA, PBYI, MYL, JACK, HAL
|
13F-HR |
11/13/2017, 03:24 PM |
Q2 2017 |
148 |
$2.15B |
+$1.12B |
-$1.17B |
-$47.4M |
LVNTA, META, MET, HAL, MYL
|
13F-HR |
8/11/2017, 09:44 AM |
Q1 2017 |
138 |
$2.21B |
+$1.28B |
-$1.15B |
+$131M |
APD, AZO, MET, MNKKQ, HAL
|
13F-HR |
5/15/2017, 09:31 AM |
Q4 2016 |
134 |
$2B |
$0 |
$0 |
|
META, GOOGL, ROP, DLTR, WCN
|
New Holdings |
2/14/2017, 12:56 PM |
Q4 2016 |
134 |
$2B |
+$1.3B |
-$983M |
+$321M |
META, GOOGL, ROP, DLTR, WCN
|
13F-HR |
2/13/2017, 11:32 AM |
Q3 2016 |
119 |
$1.63B |
+$982M |
-$933M |
+$49.2M |
ENDPQ, PRGO, WCN, GOOGL, CSC
|
13F-HR |
11/14/2016, 12:46 PM |
Q2 2016 |
138 |
$1.53B |
+$1.11B |
-$629M |
+$477M |
WCN, MNKKQ, PE, IR, EQT
|
13F-HR |
8/12/2016, 11:09 AM |
Q1 2016 |
92 |
$1.04B |
+$579M |
-$2.27B |
-$1.69B |
WCN, TYC, GOOGL, CMCSA, ARRS
|
13F-HR |
5/13/2016, 12:22 PM |
Q4 2015 |
136 |
$2.76B |
+$1.5B |
-$1.3B |
+$209M |
LBTYA, LVNTA, LTRPA, ASH, JNPR
|
13F-HR |
2/12/2016, 03:04 PM |
Q3 2015 |
112 |
$2.45B |
+$1.3B |
-$1.68B |
-$376M |
LVNTA, GOOGL, LBTYA, CMCSA, GLNG
|
13F-HR |
11/13/2015, 10:32 AM |
Q2 2015 |
135 |
$2.98B |
+$1.74B |
-$1.62B |
+$115M |
TWX, LBTYK, MAR, TYC, GOOGL
|
13F-HR |
8/13/2015, 10:09 AM |
Q1 2015 |
161 |
$2.9B |
+$1.74B |
-$1.49B |
+$248M |
DHR, FDX, HUBB, BAX, GLNG
|
13F-HR |
5/14/2015, 01:43 PM |
Q4 2014 |
154 |
$2.58B |
+$1.29B |
-$2.14B |
-$844M |
HUN, IM, PAY, MEOH, STZ
|
13F-HR |
2/13/2015, 04:20 PM |
Q3 2014 |
172 |
$3.35B |
+$1.87B |
-$1.44B |
+$431M |
HON, PNR, PFE, MSFT, DISH
|
13F-HR |
11/13/2014, 05:19 PM |
Q2 2014 |
162 |
$2.99B |
+$1.21B |
-$2.14B |
-$935M |
TWC, HOT, LMCA, UTX, HON
|
13F-HR |
8/13/2014, 02:58 PM |
Q1 2014 |
180 |
$3.85B |
+$2.46B |
-$1.95B |
+$511M |
VZ, TWC, IP, MSFT, HOT
|
13F-HR |
5/14/2014, 02:47 PM |
Q4 2013 |
175 |
$3.25B |
$0 |
$0 |
|
MAR, HST, C, TEVA, WYNN
|
13F-HR |
2/13/2014, 07:43 PM |