Q3 2024 |
22 |
$242M |
+$25.5M |
-$15.4M |
+$10.1M |
GCI, BOWL, AMR, BTU, PEG
|
13F-HR |
11/14/2024, 10:00 AM |
Q2 2024 |
22 |
$225M |
+$23.6M |
-$14.3M |
+$9.36M |
GCI, BOWL, AMR, PEG, ARQ
|
13F-HR |
8/14/2024, 10:02 AM |
Q1 2024 |
16 |
$197M |
+$28.1M |
-$23.8M |
+$4.26M |
BOWL, AMR, GCI, CHK, PEG
|
13F-HR |
5/15/2024, 01:35 PM |
Q4 2023 |
12 |
$185M |
+$12.2M |
-$30.2M |
-$18M |
AMR, BOWL, GCI, CHK, ARQ
|
13F-HR |
2/14/2024, 10:27 AM |
Q3 2023 |
12 |
$171M |
+$8.3M |
-$57.7M |
-$49.4M |
AMR, GCI, BOWL, CHK, ACHR
|
13F-HR |
11/13/2023, 03:14 PM |
Q2 2023 |
12 |
$179M |
+$13.5M |
-$57.4M |
-$43.9M |
AMR, BOWL, GCI, CHK, ODP
|
13F-HR |
8/14/2023, 09:28 AM |
Q1 2023 |
18 |
$236M |
+$5.55M |
-$6.27M |
-$716K |
AMR, BOWL, CHK, ODP, GCI
|
13F-HR |
5/15/2023, 09:30 AM |
Q4 2022 |
22 |
$230M |
+$12.2M |
-$24.3M |
-$12.2M |
AMR, BOWL, CHK, ODP, GCI
|
13F-HR |
2/14/2023, 12:25 PM |
Q3 2022 |
22 |
$230M |
+$11.2M |
-$46.7M |
-$35.4M |
AMR, BOWL, CHK, MTBLY, HTZ
|
13F-HR |
11/14/2022, 09:54 AM |
Q2 2022 |
24 |
$270M |
+$32.4M |
-$13.5M |
+$19M |
AMR, BOWL, CHK, GCI, HTZ
|
13F-HR |
8/15/2022, 09:09 AM |
Q1 2022 |
24 |
$303M |
+$29M |
-$84.8M |
-$55.8M |
AMR, CHK, GCI, BOWL, HTZ
|
13F-HR |
5/11/2022, 11:12 AM |
Q4 2021 |
18 |
$292M |
+$92.7M |
-$35.8M |
+$56.9M |
HTZ, AMR, GCI, CHK, AVYAQ
|
13F-HR |
2/14/2022, 10:52 AM |
Q3 2021 |
24 |
$232M |
+$19.6M |
-$2.37M |
+$17.2M |
AMR, GCI, CHK, AVYAQ, ODP
|
13F-HR |
11/15/2021, 10:28 AM |
Q2 2021 |
24 |
$189M |
$0 |
$0 |
|
GCI, AVYAQ, CHK, AMR, ODP
|
New Holdings |
8/23/2021, 04:05 PM |
Q2 2021 |
24 |
$189M |
+$16.6M |
-$17.1M |
-$564K |
GCI, AVYAQ, CHK, AMR, ODP
|
13F-HR |
8/16/2021, 09:24 AM |
Q1 2021 |
20 |
$168M |
+$51.9M |
-$47.7M |
+$4.22M |
GCI, AVYAQ, CHK, ODP, AMR
|
13F-HR |
5/13/2021, 04:16 PM |
Q4 2020 |
19 |
$141M |
+$27.5M |
-$20M |
+$7.55M |
AVYAQ, GCI, CWENA, RLH, ODP
|
13F-HR |
2/12/2021, 10:56 AM |
Q3 2020 |
14 |
$95.2M |
+$20.6M |
-$14.6M |
+$6.02M |
AVYAQ, CWENA, RMG, GCI, ARQ
|
13F-HR |
11/13/2020, 03:26 PM |
Q2 2020 |
12 |
$81.4M |
+$18.7M |
-$13.7M |
+$5M |
AVYAQ, CWENA, ARQ, GCI, RMG
|
13F-HR |
8/14/2020, 09:39 AM |
Q1 2020 |
16 |
$67.7M |
+$8.28M |
-$8.06M |
+$211K |
ARQ, AVYAQ, PRSC, RMG, CWENA
|
13F-HR |
5/14/2020, 03:50 PM |
Q4 2019 |
19 |
$108M |
+$27.3M |
-$55.5M |
-$28.2M |
ARQ, AVYAQ, GCI, CWENA, PRSC
|
13F-HR |
2/12/2020, 09:59 AM |
Q3 2019 |
18 |
$149M |
+$31.2M |
-$31M |
+$235K |
GCI, ARQ, CTRA, AVYAQ, BLDR
|
13F-HR |
11/14/2019, 10:12 AM |
Q2 2019 |
18 |
$154M |
+$27.5M |
-$20.6M |
+$6.98M |
CTRA, ARQ, GCI, MGM, AVYAQ
|
13F-HR |
8/13/2019, 03:23 PM |
Q1 2019 |
18 |
$149M |
+$19M |
-$41.2M |
-$22.2M |
CTRA, AVYAQ, ARQ, MGM, PRSC
|
13F-HR |
5/14/2019, 10:56 AM |
Q4 2018 |
23 |
$173M |
+$42.5M |
-$6.66M |
+$35.8M |
CTRA, AVYAQ, MAC, M, ARQ
|
13F-HR |
2/14/2019, 05:47 PM |
Q3 2018 |
21 |
$173M |
+$37.8M |
-$29.3M |
+$8.44M |
AVYAQ, MAC, M, ARQ, BLDR
|
13F-HR |
11/14/2018, 02:14 PM |
Q2 2018 |
22 |
$170M |
+$16.3M |
-$49.2M |
-$32.9M |
MAC, AVYAQ, M, ARQ, FCEA
|
13F-HR |
8/14/2018, 04:19 PM |
Q1 2018 |
22 |
$190M |
+$38.4M |
-$9.35M |
+$29.1M |
MAC, AVYAQ, TSG, M, ARQ
|
13F-HR |
5/14/2018, 05:16 PM |
Q4 2017 |
19 |
$161M |
+$12.8M |
-$16.1M |
-$3.33M |
MAC, FCEA, M, ARQ, BLDR
|
Restatement |
2/15/2018, 10:07 AM |
Q3 2017 |
23 |
$156M |
$0 |
$0 |
|
MAC, FCEA, M, ARQ, TSG
|
New Holdings |
11/14/2017, 06:24 PM |
Q3 2017 |
23 |
$156M |
+$55M |
-$16.4M |
+$38.6M |
MAC, FCEA, M, ARQ, TSG
|
13F-HR |
11/14/2017, 01:33 PM |
Q2 2017 |
25 |
$116M |
+$41.9M |
-$20M |
+$21.9M |
FCEA, MAC, M, ARQ, AYA
|
13F-HR |
8/14/2017, 06:24 PM |
Q1 2017 |
14 |
$92.6M |
+$20.2M |
-$32.8M |
-$12.6M |
FCEA, M, ARQ, AYA, BLDR
|
13F-HR |
5/12/2017, 05:54 PM |
Q4 2016 |
14 |
$94.6M |
+$25.8M |
-$11.1M |
+$14.7M |
KOP, FCEA, TERP, ARQ, M
|
Restatement |
2/15/2017, 12:46 PM |
Q3 2016 |
10 |
$81.4M |
+$20.8M |
-$21.8M |
-$1.01M |
FCEA, KOP, AYA, M, BIOS
|
13F-HR |
11/15/2016, 12:26 PM |
Q2 2016 |
9 |
$79.4M |
+$16.4M |
-$63.4M |
-$47M |
FCEA, KOP, AYA, DRII, ACAS
|
13F-HR |
8/15/2016, 03:09 PM |
Q1 2016 |
11 |
$118M |
+$66.7M |
-$73.9M |
-$7.14M |
FCEA, ACAS, KOP, AYA, ALLY
|
13F-HR |
5/13/2016, 02:37 PM |
Q4 2015 |
11 |
$125M |
$0 |
$0 |
|
FCEA, ACAS, ALLY, HMHC, CLNY
|
13F-HR |
2/12/2016, 02:55 PM |