Q3 2016 |
16 |
$43.2M |
+$4.18M |
-$13.2M |
-$9.02M |
PICO, WFC, TLF, BRSWQ, DISCA
|
13F-HR |
11/14/2016, 12:53 PM |
Q2 2016 |
21 |
$45.5M |
+$10M |
-$18.4M |
-$8.38M |
PICO, TLF, WFC, DISCK, SLW
|
13F-HR |
8/15/2016, 01:03 PM |
Q1 2016 |
20 |
$52.3M |
+$15.9M |
-$17.9M |
-$1.93M |
PICO, TLF, SLW, DISCK, VMW
|
13F-HR |
5/13/2016, 09:30 AM |
Q4 2015 |
19 |
$50.1M |
+$8.97M |
-$37.6M |
-$28.6M |
PICO, TLF, SLW, TIME, UCP
|
13F-HR |
2/10/2016, 05:18 PM |
Q3 2015 |
24 |
$76M |
+$20.5M |
-$21.9M |
-$1.49M |
PICO, SLW, DISCK, TLF, BRKB
|
13F-HR |
11/16/2015, 03:16 PM |
Q2 2015 |
26 |
$96.7M |
+$38.2M |
-$29.8M |
+$8.38M |
PICO, DISCK, AVID, GG, TLF
|
13F-HR |
8/7/2015, 12:10 PM |
Q1 2015 |
22 |
$94.8M |
+$16.5M |
-$26.4M |
-$9.86M |
PICO, AVID, DISCA, TLF, GG
|
13F-HR |
5/13/2015, 11:28 AM |
Q4 2014 |
28 |
$108M |
$0 |
$0 |
|
PICO, AVID, DISCA, GLW, TLF
|
13F-HR |
2/11/2015, 03:17 PM |
Q3 2014 |
34 |
$88.1M |
$0 |
$0 |
|
PICO, ERA, TLF, GLW, KO
|
New Holdings |
11/14/2014, 05:25 PM |
Q3 2014 |
34 |
$88.1M |
+$36M |
-$37.6M |
-$1.63M |
PICO, ERA, TLF, GLW, KO
|
13F-HR |
11/13/2014, 03:44 PM |
Q2 2014 |
33 |
$89.7M |
+$16.5M |
-$21M |
-$4.45M |
AVID, TLF, PG, KO, BRKB
|
13F-HR |
8/8/2014, 12:27 PM |
Q1 2014 |
31 |
$87.9M |
+$34.2M |
-$19.8M |
+$14.4M |
AVID, TLF, GLW, WFC, KO
|
13F-HR |
5/14/2014, 02:39 PM |
Q4 2013 |
33 |
$71.7M |
$0 |
$0 |
|
AVID, GLW, TLF, WFC, EMC
|
13F-HR |
2/14/2014, 12:15 PM |