Q2 2020 |
21 |
$50.9M |
+$11.2M |
-$7.65M |
+$3.55M |
SAIC, PRDO, VST, GOLD, KN
|
13F-HR |
8/4/2020, 09:30 AM |
Q1 2020 |
18 |
$40.6M |
+$6.68M |
-$16M |
-$9.35M |
VST, BCOV, SAIC, UNM, KN
|
13F-HR |
5/13/2020, 03:08 PM |
Q4 2019 |
21 |
$69.3M |
+$10.2M |
-$17.6M |
-$7.47M |
KN, VST, CECO, UNM, BCOV
|
13F-HR |
2/5/2020, 01:13 PM |
Q3 2019 |
23 |
$78.6M |
+$11.9M |
-$11.8M |
+$181K |
KN, BCOV, VST, UNM, ATI
|
13F-HR |
11/4/2019, 03:29 PM |
Q2 2019 |
22 |
$78.3M |
+$9.57M |
-$5.79M |
+$3.77M |
KN, SAIC, VST, GIS, ATI
|
13F-HR |
8/8/2019, 02:59 PM |
Q1 2019 |
23 |
$72.9M |
+$6.3M |
-$6.41M |
-$107K |
ATI, KN, GIS, THS, UNM
|
13F-HR |
5/2/2019, 09:56 AM |
Q4 2018 |
21 |
$62.8M |
+$11.9M |
-$13M |
-$1.13M |
ATI, UNM, VST, KN, GIS
|
13F-HR |
1/30/2019, 12:18 PM |
Q3 2018 |
22 |
$74M |
+$17M |
-$16.5M |
+$504K |
ATI, CWEN, TUP, KN, HURN
|
13F-HR |
11/7/2018, 11:38 AM |
Q2 2018 |
21 |
$70.7M |
+$15.9M |
-$15.9M |
-$13.3K |
ATI, HURN, NYLD, INWK, KN
|
13F-HR |
8/9/2018, 10:04 AM |
Q1 2018 |
20 |
$66.3M |
+$14.5M |
-$21.7M |
-$7.24M |
ATI, INWK, NYLD, HURN, EVHC
|
13F-HR |
5/7/2018, 03:17 PM |
Q4 2017 |
26 |
$75.7M |
+$15.1M |
-$12.6M |
+$2.52M |
ATI, ETM, MRC, INWK, TPH
|
13F-HR |
2/5/2018, 12:20 PM |
Q3 2017 |
24 |
$71.1M |
+$4.63M |
-$16.2M |
-$11.5M |
ATI, INWK, Y, DFIN, SYNT
|
13F-HR |
11/13/2017, 12:19 PM |
Q2 2017 |
26 |
$74.6M |
+$16.1M |
-$17.9M |
-$1.77M |
ATI, INWK, DFIN, Y, FNFV
|
13F-HR |
8/14/2017, 10:23 AM |
Q1 2017 |
28 |
$77.9M |
+$8.58M |
-$12.1M |
-$3.54M |
INWK, ATI, DFIN, ENTA, HHC
|
13F-HR |
5/10/2017, 02:56 PM |
Q4 2016 |
31 |
$81.1M |
+$13.9M |
-$65.2M |
-$51.3M |
INWK, STAR, FLWS, FNFV, DFIN
|
13F-HR |
2/8/2017, 03:11 PM |
Q3 2016 |
33 |
$125M |
+$17.3M |
-$18.3M |
-$951K |
INWK, GLW, FLWS, ATI, TPH
|
13F-HR |
11/10/2016, 11:05 AM |
Q2 2016 |
33 |
$117M |
+$16.3M |
-$25.6M |
-$9.34M |
INWK, FLWS, GLW, SAIC, TPH
|
13F-HR |
8/9/2016, 08:42 AM |
Q1 2016 |
33 |
$127M |
+$18.2M |
-$171M |
-$153M |
INWK, SAIC, ATI, FLWS, GLW
|
13F-HR |
5/2/2016, 05:45 PM |
Q4 2015 |
34 |
$279M |
+$39.8M |
-$61.7M |
-$21.9M |
ENDPQ, STAR, Y, SAIC, INWK
|
13F-HR |
2/9/2016, 10:19 AM |
Q3 2015 |
33 |
$317M |
+$34.5M |
-$65.9M |
-$31.4M |
STAR, Y, EXC, TPH, ALR
|
13F-HR |
11/12/2015, 11:14 AM |
Q2 2015 |
33 |
$401M |
+$35.5M |
-$56.8M |
-$21.3M |
STAR, TPH, FNFV, Y, ALR
|
13F-HR |
8/10/2015, 03:46 PM |
Q1 2015 |
38 |
$422M |
+$69.1M |
-$142M |
-$73.3M |
ATI, GIB, ALR, TPH, FNF
|
13F-HR |
5/12/2015, 03:37 PM |
Q4 2014 |
38 |
$486M |
+$87M |
-$150M |
-$62.5M |
ATI, GIB, ALR, EXC, SXC
|
13F-HR |
2/10/2015, 12:11 PM |
Q3 2014 |
36 |
$525M |
+$89M |
-$107M |
-$18M |
SXC, ALR, GLW, GIB, STAR
|
13F-HR |
11/12/2014, 03:37 PM |
Q2 2014 |
36 |
$577M |
+$71.2M |
-$48.6M |
+$22.6M |
HHC, ATI, SXC, GLW, ALR
|
13F-HR |
8/12/2014, 02:08 PM |
Q1 2014 |
35 |
$528M |
+$77.9M |
-$75.1M |
+$2.79M |
HHC, SXC, GLW, STAR, ALR
|
13F-HR |
5/12/2014, 01:48 PM |
Q4 2013 |
37 |
$508M |
$0 |
$0 |
|
ALR, HHC, SXC, STAR, PAY
|
13F-HR |
2/11/2014, 12:13 PM |