Q3 2024 |
15 |
$196M |
+$102M |
-$122M |
-$20.1M |
CEG, FCNCA, CRGY, VRT, VST
|
13F-HR |
11/14/2024, 04:14 PM |
Q2 2024 |
15 |
$200M |
$0 |
$0 |
|
SBOW, EQT, UBER, FCNCA, PANW
|
New Holdings |
8/14/2024, 06:02 PM |
Q2 2024 |
16 |
$200M |
+$96.8M |
-$159M |
-$61.8M |
SBOW, EQT, UBER, FCNCA, PANW
|
13F-HR |
8/14/2024, 02:15 PM |
Q1 2024 |
19 |
$248M |
+$92M |
-$76.1M |
+$15.8M |
SBOW, SN, ERF, SPOT, FCNCA
|
13F-HR |
5/15/2024, 11:12 AM |
Q4 2023 |
13 |
$204M |
+$58M |
-$73.3M |
-$15.3M |
SBOW, ERF, FCNCA, APG, CP
|
13F-HR |
2/14/2024, 04:02 PM |
Q3 2023 |
16 |
$218M |
+$43.7M |
-$74.4M |
-$30.7M |
SBOW, ERF, PANW, APG, CP
|
13F-HR |
11/14/2023, 02:04 PM |
Q2 2023 |
22 |
$238M |
+$92.2M |
-$102M |
-$9.89M |
SBOW, ERF, IR, APG, CHK
|
13F-HR |
8/14/2023, 03:05 PM |
Q1 2023 |
23 |
$220M |
+$80.3M |
-$51.1M |
+$29.2M |
ERF, SBOW, ADBE, CP, LW
|
13F-HR |
5/15/2023, 03:37 PM |
Q4 2022 |
20 |
$156M |
$0 |
$0 |
|
SBOW, FCNCA, CIVI, PANW, PYPL
|
13F-HR |
2/14/2023, 12:56 PM |