Q3 2024 |
7 |
$160M |
+$35.8M |
-$19.9M |
+$15.9M |
LBTYA, ALV, RYAAY, HDB, VFC
|
13F-HR |
11/1/2024, 01:20 PM |
Q2 2024 |
6 |
$153M |
+$24.3M |
$0 |
+$24.3M |
ALV, LBTYA, RYAAY, HDB, MRNA
|
13F-HR |
7/30/2024, 09:14 AM |
Q1 2024 |
5 |
$125M |
+$10.8M |
-$76.5M |
-$65.7M |
ALV, LBTYA, RYAAY, HDB, GLRE
|
13F-HR |
5/31/2024, 10:32 AM |
Q4 2023 |
8 |
$191M |
+$100M |
-$12.1M |
+$88.3M |
ALV, LBTYA, CSTM, VAL, RYAAY
|
13F-HR |
1/26/2024, 06:35 AM |
Q3 2023 |
2 |
$93.3M |
+$2.98M |
-$3.7M |
-$721K |
ALV, CSTM
|
13F-HR |
10/12/2023, 09:52 AM |
Q2 2023 |
3 |
$94M |
+$166K |
-$4.7M |
-$4.53M |
ALV, CSTM, EXPE
|
13F-HR |
7/28/2023, 01:25 PM |
Q1 2023 |
4 |
$97.9M |
+$9.21M |
$0 |
+$9.21M |
ALV, CSTM, EXPE, GOOG
|
13F-HR |
4/11/2023, 10:27 AM |
Q4 2022 |
4 |
$71.1M |
+$2.91M |
-$265K |
+$2.64M |
ALV, CSTM, EXPE, GOOG
|
13F-HR |
1/17/2023, 07:08 AM |
Q3 2022 |
4 |
$59.4M |
+$167K |
-$7.38M |
-$7.22M |
ALV, CSTM, EXPE, TMUS
|
13F-HR |
10/27/2022, 12:13 PM |
Q2 2022 |
5 |
$77.5M |
+$8.49M |
-$1.09M |
+$7.4M |
ALV, CSTM, EXPE, TMUS, GOOGL
|
13F-HR |
7/8/2022, 11:27 AM |
Q1 2022 |
5 |
$84.8M |
+$17.2M |
-$1.3M |
+$15.9M |
CSTM, ALV, EXPE, TMUS, DECK
|
13F-HR |
5/6/2022, 08:50 AM |
Q4 2021 |
5 |
$76.6M |
+$36.9M |
-$740K |
+$36.2M |
CSTM, ALV, ATVI, TMUS, EXPE
|
13F-HR |
2/14/2022, 04:07 PM |
Q3 2021 |
5 |
$42.3M |
+$40.8M |
-$695K |
+$40.1M |
CSTM, TMUS, EXPE, ATVI, BALL
|
13F-HR |
10/15/2021, 11:57 AM |
Q2 2021 |
3 |
$2.32M |
+$555K |
$0 |
+$555K |
TMUS, AON, EXPE
|
13F-HR |
7/26/2021, 10:07 AM |
Q1 2021 |
2 |
$1.59M |
+$1.59M |
-$27.5M |
-$25.9M |
TMUS, AON
|
13F-HR |
6/23/2021, 09:41 AM |
Q4 2020 |
1 |
$27.5M |
$0 |
-$26.1M |
-$26.1M |
ALV
|
13F-HR |
2/16/2021, 09:15 AM |
Q3 2020 |
2 |
$42.5M |
$0 |
-$30.3M |
-$30.3M |
ALV, CEIX
|
13F-HR |
11/13/2020, 11:06 AM |
Q2 2020 |
14 |
$68.1M |
+$4.57M |
-$110M |
-$105M |
ALV, CEIX, AER, AVYAQ, BKNG
|
13F-HR |
8/14/2020, 08:06 AM |
Q1 2020 |
13 |
$142M |
+$45.7M |
-$42.8M |
+$2.83M |
ALV, ATUS, AER, AVYAQ, CMCSA
|
13F-HR |
5/14/2020, 09:32 AM |
Q4 2019 |
10 |
$239M |
+$11.3M |
-$61.2M |
-$49.9M |
ALV, AVYAQ, CEIX, ATUS, CMCSA
|
13F-HR |
2/13/2020, 08:53 AM |
Q3 2019 |
12 |
$258M |
+$40.1M |
-$77.7M |
-$37.5M |
ALV, AVYAQ, ATUS, CEIX, CMCSA
|
13F-HR |
11/14/2019, 11:41 AM |
Q2 2019 |
11 |
$294M |
+$49.1M |
-$73.7M |
-$24.6M |
ALV, ATUS, AVYAQ, CMCSA, CEIX
|
13F-HR |
8/14/2019, 08:07 AM |
Q1 2019 |
11 |
$331M |
+$28.7M |
-$101M |
-$72M |
UBS, ALV, AVYAQ, ATUS, CMCSA
|
13F-HR |
5/14/2019, 08:52 AM |
Q4 2018 |
13 |
$371M |
$0 |
$0 |
|
LIN, UBS, ALV, AVYAQ, ATUS
|
13F-HR |
2/14/2019, 11:24 AM |
Q3 2016 |
1 |
$56.6M |
+$1.4M |
$0 |
+$1.4M |
UBS
|
13F-HR |
11/14/2016, 10:47 AM |
Q2 2016 |
1 |
$52.5M |
$0 |
-$13.8M |
-$13.8M |
UBS
|
13F-HR |
8/15/2016, 02:47 PM |
Q1 2016 |
1 |
$81.9M |
+$1.63M |
$0 |
+$1.63M |
UBS
|
13F-HR |
5/16/2016, 11:45 AM |
Q4 2015 |
1 |
$97.1M |
$0 |
$0 |
|
UBS
|
13F-HR |
2/16/2016, 05:04 PM |