| Q2 2024 |
36 |
$136M |
+$49.9M |
-$51.7M |
-$1.87M |
TDW, SN, CLS, ICHR, GNRC
|
13F-HR |
8/14/2024, 03:18 PM |
| Q1 2024 |
36 |
$132M |
+$42M |
-$20.5M |
+$21.5M |
ATI, TDW, CLS, SN, VKTX
|
13F-HR |
5/15/2024, 10:18 AM |
| Q4 2023 |
27 |
$95.4M |
+$36.2M |
-$15.4M |
+$20.8M |
ATI, TDW, RIG, CLS, OEC
|
13F-HR |
2/14/2024, 01:24 PM |
| Q3 2023 |
23 |
$77.1M |
+$3.25M |
-$22.5M |
-$19.3M |
ATI, TDW, RIG, SILC, GLNG
|
13F-HR |
11/13/2023, 02:58 PM |
| Q2 2023 |
30 |
$99.1M |
+$23.6M |
-$20M |
+$3.55M |
ATI, TDW, SILC, RIG, OEC
|
13F-HR |
8/11/2023, 03:06 PM |
| Q1 2023 |
24 |
$93.9M |
+$27.5M |
-$21.6M |
+$5.85M |
SILC, OEC, RIG, TDW, ATI
|
13F-HR |
5/12/2023, 01:19 PM |
| Q4 2022 |
27 |
$86.3M |
+$22.1M |
-$9.43M |
+$12.7M |
SILC, GLNG, NEX, CCRD, OEC
|
13F-HR |
2/14/2023, 12:24 PM |
| Q3 2022 |
25 |
$66.1M |
+$8.41M |
-$25.7M |
-$17.3M |
SILC, GLNG, DAR, NEX, SIMO
|
13F-HR |
11/14/2022, 11:26 AM |
| Q2 2022 |
29 |
$88.7M |
+$24.1M |
-$9.94M |
+$14.2M |
SIMO, GLNG, SILC, NEX, DAR
|
13F-HR |
8/12/2022, 02:25 PM |
| Q1 2022 |
30 |
$82.6M |
+$17M |
-$10.2M |
+$6.77M |
DAR, SILC, SIMO, CCRD, ROCC
|
13F-HR |
5/13/2022, 11:22 AM |
| Q4 2021 |
22 |
$90.3M |
+$18.3M |
-$32.1M |
-$13.7M |
SIMO, CCRD, SILC, DAR, VICR
|
13F-HR |
2/14/2022, 09:19 AM |
| Q3 2021 |
37 |
$105M |
+$17M |
-$24.9M |
-$7.83M |
DAR, CCRD, SIMO, ROCC, CNR
|
13F-HR |
11/12/2021, 04:57 PM |
| Q2 2021 |
36 |
$114M |
+$24.1M |
-$25.7M |
-$1.6M |
CNR, DAR, SIMO, CCRD, LPRO
|
13F-HR |
8/16/2021, 10:13 AM |
| Q1 2021 |
43 |
$110M |
+$32.3M |
-$29.4M |
+$2.87M |
DAR, CCRD, CNR, SIMO, LPRO
|
13F-HR |
5/14/2021, 09:32 AM |
| Q4 2020 |
38 |
$103M |
$0 |
$0 |
|
DAR, CCRD, RSI, GRVY, SIMO
|
13F-HR |
2/16/2021, 09:38 AM |
| Q3 2019 |
27 |
$63.8M |
+$15.9M |
-$17.8M |
-$1.96M |
CCRD, STNG, AMRN, KEM, VICR
|
13F-HR |
11/14/2019, 11:23 AM |
| Q2 2019 |
31 |
$66.8M |
+$27M |
-$38.9M |
-$12M |
AMRN, CCRD, STNG, KEM, VICR
|
13F-HR |
8/13/2019, 04:10 PM |
| Q1 2019 |
30 |
$80.7M |
+$7.59M |
-$19.4M |
-$11.8M |
AMRN, ARRY, ZGNX, KEM, GLNG
|
13F-HR |
5/7/2019, 03:44 PM |
| Q4 2018 |
25 |
$74.5M |
$0 |
$0 |
|
AMRN, ARRY, GLNG, ZGNX, CYBE
|
13F-HR |
2/13/2019, 05:48 PM |
| Q3 2015 |
42 |
$71.5M |
+$18.7M |
-$27.5M |
-$8.85M |
UHAL, SIMO, TARO, FOLD, MDVN
|
13F-HR |
11/16/2015, 11:02 AM |
| Q2 2015 |
43 |
$88.9M |
+$34.3M |
-$11.7M |
+$22.7M |
SIMO, UHAL, CRTO, ENTA, TARO
|
13F-HR |
8/14/2015, 03:59 PM |
| Q1 2015 |
45 |
$58.3M |
+$9.3M |
-$38.7M |
-$29.4M |
UHAL, TARO, ALXN, SIMO, AAPL
|
13F-HR |
5/14/2015, 03:27 PM |
| Q4 2014 |
38 |
$88.4M |
$0 |
$0 |
|
TARO, ENTA, SIMO, ALXN, UHAL
|
13F-HR |
2/13/2015, 06:09 PM |