Q3 2024 |
20 |
$237M |
+$85.8M |
-$66.5M |
+$19.3M |
FLR, MBC, CDLR, REVG, HOV
|
13F-HR |
11/13/2024, 04:42 PM |
Q2 2024 |
19 |
$201M |
+$85.8M |
-$42.4M |
+$43.3M |
OSG, CDLR, REVG, FLR, MBC
|
13F-HR |
8/13/2024, 02:34 PM |
Q1 2024 |
15 |
$166M |
+$89.4M |
-$27.1M |
+$62.4M |
MBC, BZH, CLF, REVG, CSTM
|
13F-HR |
5/14/2024, 10:36 AM |
Q4 2023 |
10 |
$92.2M |
+$68.7M |
-$4.29M |
+$64.4M |
MBC, BLDR, OC, BZH, CSTM
|
13F-HR |
2/13/2024, 05:36 PM |
Q3 2023 |
4 |
$24.4M |
+$15.3M |
$0 |
+$15.3M |
MBC, CSTM, DOOR, HDSN
|
13F-HR |
10/31/2023, 10:34 AM |
Q2 2023 |
1 |
$8.72M |
+$8.72M |
$0 |
+$8.72M |
MBC
|
13F-HR |
8/11/2023, 10:56 AM |
Q1 2023 |
0 |
$0 |
$0 |
-$45.4M |
-$45.4M |
|
13F-HR |
5/5/2023, 11:54 AM |
Q4 2022 |
5 |
$45.4M |
+$11.3M |
-$14.6M |
-$3.31M |
AR, GLNG, TDW, CHK, NFE
|
13F-HR |
2/3/2023, 05:03 PM |
Q3 2022 |
5 |
$49.7M |
+$16.2M |
-$12.3M |
+$3.9M |
LFG, GLNG, AR, CHK, NFE
|
13F-HR |
11/9/2022, 05:14 PM |
Q2 2022 |
4 |
$43.1M |
$0 |
-$88.7M |
-$88.7M |
LFG, AAWW, AR, GLNG
|
13F-HR |
8/3/2022, 01:39 PM |
Q1 2022 |
9 |
$143M |
+$12.3M |
-$61.5M |
-$49.3M |
MOS, CF, LFG, AAWW, NXST
|
13F-HR |
5/12/2022, 11:02 AM |
Q4 2021 |
13 |
$163M |
+$9.74M |
$0 |
+$9.74M |
AAWW, CF, ARNC, MOS, CC
|
13F-HR |
2/7/2022, 05:23 PM |
Q3 2021 |
12 |
$140M |
+$26.6M |
-$34.9M |
-$8.31M |
ARNC, AAWW, LFG, DAN, MOS
|
13F-HR |
11/8/2021, 04:51 PM |
Q2 2021 |
11 |
$149M |
+$34.1M |
-$42.8M |
-$8.67M |
DAR, ARNC, CC, DAN, RICE
|
13F-HR |
8/9/2021, 11:00 AM |
Q1 2021 |
13 |
$148M |
+$43.5M |
-$42M |
+$1.51M |
DAR, DAN, BG, ARNC, CC
|
13F-HR |
5/11/2021, 08:40 PM |
Q4 2020 |
15 |
$132M |
+$59.2M |
-$31.3M |
+$28M |
DAR, ARNC, BG, CC, REGI
|
13F-HR |
2/9/2021, 10:17 AM |
Q3 2020 |
11 |
$82.4M |
+$42.4M |
$0 |
+$42.4M |
REGI, DAR, CC, AAWW, AA
|
13F-HR |
11/9/2020, 06:01 PM |
Q2 2020 |
6 |
$26.4M |
+$26.4M |
$0 |
+$26.4M |
AAWW, REGI, CC, AA, DAR
|
13F-HR |
8/4/2020, 02:50 PM |
Q1 2020 |
0 |
$0 |
$0 |
-$127M |
-$127M |
|
13F-HR |
5/5/2020, 03:29 PM |
Q4 2019 |
10 |
$127M |
+$47.5M |
-$43M |
+$4.5M |
BLDR, LPG, NXST, STNG, DHT
|
13F-HR |
2/6/2020, 11:22 AM |
Q3 2019 |
13 |
$106M |
+$20.1M |
-$3.65M |
+$16.5M |
NXST, BLDR, BMCH, VSAT, RUN
|
13F-HR |
11/12/2019, 04:35 PM |
Q2 2019 |
11 |
$95M |
+$48.8M |
-$19.7M |
+$29.2M |
NXST, SBGI, RUN, VSAT, GTN
|
13F-HR |
8/12/2019, 12:37 PM |
Q1 2019 |
11 |
$62.6M |
+$62.6M |
-$5.3M |
+$57.3M |
NXST, GTN, SBGI, HCC, MTOR
|
13F-HR |
5/9/2019, 03:20 PM |
Q4 2018 |
1 |
$5.3M |
$0 |
-$35.1M |
-$35.1M |
MEOH
|
13F-HR |
2/8/2019, 11:16 AM |
Q3 2018 |
5 |
$47.3M |
$0 |
-$76.1M |
-$76.1M |
MEOH, PBF, X, CSTM, MSB
|
13F-HR |
11/9/2018, 05:05 PM |
Q2 2018 |
15 |
$106M |
+$12.4M |
-$14.6M |
-$2.16M |
PBF, MEOH, CVRR, DK, HCRSQ
|
13F-HR |
8/10/2018, 02:51 PM |
Q1 2018 |
13 |
$92.2M |
+$24.7M |
-$42.9M |
-$18.3M |
MEOH, CVRR, PBF, DK, HCRSQ
|
13F-HR |
5/10/2018, 12:57 PM |
Q4 2017 |
18 |
$113M |
$0 |
$0 |
|
CVRR, PBF, NGL, BTU, WLK
|
13F-HR |
2/8/2018, 12:40 PM |