| Q2 2024 |
4 |
$123K |
+$12.3K |
-$10.1M |
-$10.1M |
ASTLW, VTNR
|
13F-HR |
8/14/2024, 01:32 PM |
| Q1 2024 |
17 |
$10.2M |
+$3.14M |
-$20.1M |
-$17M |
GPRE, NR, AMZN, DAL, TALO
|
13F-HR |
5/15/2024, 10:41 AM |
| Q4 2023 |
28 |
$26.1M |
+$10.3M |
-$23.4M |
-$13M |
GPRE, TTI, USO, INSW, FTAI
|
13F-HR |
2/14/2024, 12:55 PM |
| Q3 2023 |
42 |
$38.8M |
+$24M |
-$22M |
+$2.01M |
FTAI, TTI, GPRE, NOG, CCJ
|
13F-HR |
11/14/2023, 11:23 AM |
| Q2 2023 |
47 |
$36.5M |
+$19.9M |
-$18.5M |
+$1.41M |
GPRE, EURN, KBR, SDRL, NOG
|
13F-HR |
8/9/2023, 02:41 PM |
| Q1 2023 |
28 |
$34.1M |
+$18.5M |
-$18.8M |
-$291K |
TA, GPRE, SDRL, CC, KBR
|
13F-HR |
5/10/2023, 02:18 PM |
| Q4 2022 |
28 |
$30.9M |
+$17.9M |
-$78.6M |
-$60.7M |
TA, GPRE, SGML, APA, ASC
|
13F-HR |
2/13/2023, 03:17 PM |
| Q3 2022 |
29 |
$91.8M |
+$57.7M |
-$30.8M |
+$26.9M |
SPY, GPRE, TA, RCM, CHRD
|
13F-HR |
11/14/2022, 02:27 PM |
| Q2 2022 |
33 |
$61.8M |
+$19.9M |
-$47.9M |
-$28M |
GPRE, OLN, TA, RCM, MSFT
|
Restatement |
8/17/2022, 04:14 PM |
| Q1 2022 |
61 |
$95.4M |
+$37.8M |
-$43.9M |
-$6.09M |
GPRE, TA, VYX, CC, ASTL
|
13F-HR |
5/12/2022, 12:44 PM |
| Q4 2021 |
66 |
$105M |
+$33.4M |
-$55.4M |
-$22M |
GPRE, TA, CZR, ASTL, MOS
|
Restatement |
2/9/2022, 01:35 PM |
| Q3 2021 |
77 |
$125M |
+$65.2M |
-$35.1M |
+$30.1M |
GPRE, RCM, TA, DOCN, BKE
|
13F-HR |
11/12/2021, 08:33 AM |
| Q2 2021 |
79 |
$95.2M |
+$43.2M |
-$75M |
-$31.8M |
GPRE, BKE, FCX, UMH, OVV
|
13F-HR |
8/12/2021, 04:48 PM |
| Q1 2021 |
84 |
$122M |
+$60.6M |
-$70.5M |
-$9.98M |
GPRE, NOVA, NVTAQ, ADPT, AMTX
|
13F-HR |
5/14/2021, 01:56 PM |
| Q4 2020 |
101 |
$112M |
$0 |
$0 |
|
GPRE, SPY, XOP, CHX, WLL
|
13F-HR |
2/16/2021, 05:08 PM |