Q2 2017 |
45 |
$141M |
+$19.2M |
-$22.5M |
-$3.24M |
GNCMA, GM, LUK, BLBD, ARRS
|
13F-HR |
8/14/2017, 10:00 AM |
Q1 2017 |
44 |
$137M |
+$27.1M |
-$37.9M |
-$10.8M |
KLIC, GM, LUK, BLBD, AIG
|
13F-HR |
5/15/2017, 09:11 AM |
Q4 2016 |
42 |
$143M |
+$20.7M |
-$23M |
-$2.33M |
KLIC, CFG, GM, DV, LUK
|
13F-HR |
2/14/2017, 03:09 PM |
Q3 2016 |
43 |
$133M |
+$23.6M |
-$25.2M |
-$1.55M |
KLIC, IM, GM, BLBD, AIG
|
13F-HR |
11/14/2016, 11:23 AM |
Q2 2016 |
44 |
$131M |
+$13.4M |
-$28M |
-$14.5M |
KLIC, IM, VVX, GM, FNF
|
13F-HR |
8/15/2016, 02:28 PM |
Q1 2016 |
47 |
$145M |
+$13.4M |
-$12.3M |
+$1.05M |
IM, KLIC, GM, VVX, AIG
|
13F-HR |
5/13/2016, 05:12 PM |
Q4 2015 |
49 |
$148M |
+$12.7M |
-$10.6M |
+$2.12M |
KLIC, IM, GM, AIG, CFG
|
13F-HR |
2/16/2016, 05:18 PM |
Q3 2015 |
45 |
$141M |
+$32.2M |
-$24.8M |
+$7.44M |
IM, KLIC, GM, AIG, XL
|
13F-HR |
11/16/2015, 03:19 PM |
Q2 2015 |
43 |
$157M |
+$19.8M |
-$23.9M |
-$4.18M |
QLTY, KLIC, GM, AIG, IM
|
13F-HR |
8/14/2015, 09:40 AM |
Q1 2015 |
45 |
$160M |
+$20.1M |
-$20.7M |
-$515K |
KLIC, AXL, GM, AIG, XL
|
13F-HR |
5/12/2015, 06:54 PM |
Q4 2014 |
45 |
$156M |
+$35.1M |
-$39.8M |
-$4.64M |
KLIC, AXL, SYMC, GM, 4107PS
|
13F-HR |
2/13/2015, 03:41 PM |
Q3 2014 |
51 |
$154M |
+$41.8M |
-$43.4M |
-$1.54M |
KLIC, SYMC, 4107PS, XLS, GM
|
13F-HR |
11/13/2014, 05:56 PM |
Q2 2014 |
43 |
$161M |
+$32.1M |
-$63.8M |
-$31.7M |
KLIC, R108, SYMC, DNRCQ, TXT
|
13F-HR |
8/14/2014, 03:28 PM |
Q1 2014 |
54 |
$188M |
+$16.7M |
-$15.3M |
+$1.34M |
TXT, KLIC, NDZ, ARTC, ELX
|
13F-HR |
5/14/2014, 05:59 PM |
Q4 2013 |
52 |
$178M |
$0 |
$0 |
|
NDZ, XLS, KLIC, TXT, DNRCQ
|
13F-HR |
2/14/2014, 05:25 PM |