| Q3 2022 |
17 |
$30.6M |
+$16.4M |
-$20.3M |
-$3.97M |
OXY, ENVX, CLR, BILL, NOC
|
13F-HR |
11/10/2022, 06:00 PM |
| Q2 2022 |
16 |
$33.8M |
+$16.7M |
-$20.6M |
-$3.86M |
DBRG, HAL, OXY, MOS, CRWD
|
13F-HR |
8/12/2022, 06:23 PM |
| Q1 2022 |
18 |
$47M |
+$24.2M |
-$22.8M |
+$1.4M |
DBRG, ASPN, HAL, FCX, SARK
|
13F-HR |
5/12/2022, 02:12 PM |
| Q4 2021 |
10 |
$51M |
$0 |
$0 |
|
DBRG, ASPN, FCX, ENVX, MRVL
|
13F-HR |
2/10/2022, 02:30 PM |
| Q3 2015 |
29 |
$33.8M |
+$15.9M |
-$16.3M |
-$381K |
ATSG, BACWSA, PANW, REI, FANG
|
13F-HR |
11/16/2015, 12:43 PM |
| Q2 2015 |
24 |
$38.4M |
+$20.5M |
-$28.8M |
-$8.28M |
ATSG, LNW, REI, BACWSA, BKD
|
13F-HR |
8/14/2015, 09:11 AM |
| Q1 2015 |
29 |
$46.7M |
+$23.1M |
-$32M |
-$8.91M |
2100PS, ATSG, CKEC, SCOR, TNET
|
13F-HR |
5/14/2015, 05:27 PM |
| Q4 2014 |
37 |
$54.1M |
+$34.4M |
-$38M |
-$3.56M |
2100PS, ATSG, HHC, META, SCOR
|
13F-HR |
2/12/2015, 05:21 PM |
| Q3 2014 |
28 |
$57.6M |
+$26.8M |
-$62.4M |
-$35.6M |
HHC, MHRCQ, GDPMQ, META, EXP
|
13F-HR |
11/13/2014, 05:02 PM |
| Q2 2014 |
32 |
$101M |
+$22.5M |
-$25M |
-$2.47M |
MHRCQ, GDPMQ, GPORQ, BZH, MTG
|
13F-HR |
8/12/2014, 10:37 AM |
| Q1 2014 |
30 |
$102M |
+$17M |
-$29M |
-$12M |
MHRCQ, GPORQ, EXP, AMBC, GRA
|
13F-HR |
5/13/2014, 09:08 AM |
| Q4 2013 |
32 |
$110M |
$0 |
$0 |
|
MHRCQ, GRA, OCN, GPORQ, LYB
|
13F-HR |
2/13/2014, 11:18 AM |