| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2026, 17:09 |
| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Nov 2025, 20:29 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Aug 2025, 09:55 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2025, 08:57 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2025, 11:19 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2024, 12:38 |
| Q2 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2024, 09:37 |
| Q1 2024 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2024, 17:50 |
| Q4 2023 |
|
|
|
|
$0 |
|
13F-NT |
15 Feb 2024, 10:55 |
| Q3 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
07 Nov 2023, 16:10 |
| Q2 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2023, 13:36 |
| Q1 2023 |
0 |
|
|
|
$0 |
|
13F-NT |
15 May 2023, 15:47 |
| Q4 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2023, 12:18 |
| Q3 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2022, 14:14 |
| Q2 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Aug 2022, 15:49 |
| Q1 2022 |
0 |
|
|
|
$0 |
|
13F-NT |
16 May 2022, 18:14 |
| Q4 2021 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2022, 16:07 |
| Q3 2021 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Nov 2021, 15:24 |
| Q2 2021 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Aug 2021, 12:57 |
| Q1 2021 |
0 |
$0 |
$0 |
-$6,705,000 |
-$6,705,000 |
|
13F-HR |
17 May 2021, 16:57 |
| Q4 2020 |
280 |
$6,705,000 |
+$2,646,822 |
-$2,201,960 |
+$444,862 |
DGL, CMCSA, CHTR, OTIS, EFX
|
13F-HR |
12 Feb 2021, 13:33 |
| Q3 2020 |
268 |
$5,316,000 |
+$805,439 |
-$2,396,436 |
-$1,590,997 |
CHTR, CMCSA, MU, OTIS, EFX
|
13F-HR |
13 Nov 2020, 12:55 |
| Q2 2020 |
276 |
$6,406,000 |
+$2,661,750 |
-$4,882,675 |
-$2,220,925 |
OTIS, CHTR, MU, CMCSA, SWKS
|
13F-HR |
05 Aug 2020, 13:29 |
| Q1 2020 |
231 |
$7,299,000 |
+$3,667,216 |
-$1,932,086 |
+$1,735,130 |
EMB, PCY, CHTR, EFX, CMCSA
|
13F-HR |
14 May 2020, 19:01 |
| Q4 2019 |
245 |
$6,650,000 |
+$2,641,523 |
-$719,190 |
+$1,922,333 |
PCY, EMB, EFX, TRU, MU
|
13F-HR |
13 Feb 2020, 10:28 |
| Q3 2019 |
11 |
$4,644,000 |
+$119,414 |
-$186,976 |
-$67,562 |
PCY, EMB, MU, EQIX, COR
|
13F-HR |
12 Nov 2019, 14:44 |
| Q2 2019 |
10 |
$4,638,000 |
$0 |
-$1,530,725 |
-$1,530,725 |
PCY, EMB, MU, COR, CONE
|
13F-HR |
13 Aug 2019, 17:29 |
| Q1 2019 |
10 |
$5,949,393 |
+$4,511,033 |
-$194,480,098 |
-$189,969,065 |
PCY, EMB, AMT, CCI, EQIX
|
13F-HR |
15 May 2019, 13:54 |
| Q4 2018 |
95 |
$195,652,000 |
+$32,574,722 |
-$66,287,584 |
-$33,712,862 |
ET, MPLX, EPD, TRGP, WMB
|
13F-HR |
07 Feb 2019, 17:44 |
| Q3 2018 |
135 |
$275,516,000 |
+$267,222,000 |
-$2,900,000 |
+$264,322,000 |
ETP, MPLX, TRGP, WMB, ENLK
|
13F-HR |
14 Nov 2018, 17:24 |
| Q2 2018 |
11 |
$11,388,000 |
+$989,000 |
-$2,017,000 |
-$1,028,000 |
EWX, CHENIERE ENERGY INC, EEMS, VEAC, KAAC
|
13F-HR |
13 Aug 2018, 16:52 |
| Q1 2018 |
12 |
$12,661,000 |
+$1,270,115 |
-$4,278,500 |
-$3,008,385 |
EWX, EEMS, CHENIERE ENERGY INC, KAAC, VEAC
|
13F-HR |
15 May 2018, 12:22 |
| Q4 2017 |
15 |
$15,035,000 |
+$3,356,000 |
-$2,168,390 |
+$1,187,610 |
EWX, EEMS, CHENIERE ENERGY INC, SRUN, TPGE
|
13F-HR |
14 Feb 2018, 15:33 |
| Q3 2017 |
10 |
$13,517,000 |
+$5,900,526 |
$0 |
+$5,900,526 |
EWX, EEMS, CHENIERE ENERGY INC, SRUN, VEAC
|
13F-HR |
14 Nov 2017, 10:21 |
| Q2 2017 |
4 |
$7,286,000 |
+$239,000 |
-$3,227,793 |
-$2,988,793 |
EWX, EEMS, CHENIERE ENERGY INC, AMLP
|
13F-HR |
14 Aug 2017, 08:34 |
| Q1 2017 |
7 |
$10,096,000 |
+$1,370,655 |
-$1,735,904 |
-$365,249 |
EWX, EEMS, CHENIERE ENERGY INC, SLB, CVX
|
13F-HR |
15 May 2017, 08:28 |
| Q4 2016 |
7 |
$9,683,000 |
$0 |
$0 |
$0 |
EWX, EEMS, OXY, CVX, SLB
|
13F-HR |
14 Feb 2017, 14:43 |