Q3 2024 |
366 |
$202M |
+$92.9M |
-$87.2M |
+$5.77M |
IGT, WYNN, FLUT, PENN, HROW
|
13F-HR |
11/13/2024, 01:59 PM |
Q2 2024 |
359 |
$184M |
+$86.7M |
-$78.4M |
+$8.29M |
HROW, IGT, PENN, WYNN, FLUT
|
13F-HR |
8/13/2024, 04:08 PM |
Q1 2024 |
324 |
$178M |
+$91.6M |
-$85.1M |
+$6.5M |
WYNN, LLYVA, HES, PXD, PENN
|
13F-HR |
5/15/2024, 11:11 AM |
Q4 2023 |
260 |
$164M |
+$67.1M |
-$155M |
-$87.9M |
IGT, WYNN, LSXMA, MGM, BYD
|
13F-HR |
2/13/2024, 10:46 AM |
Q3 2023 |
333 |
$239M |
+$121M |
-$97.7M |
+$22.8M |
BYD, IGT, MGM, WYNN, HROW
|
13F-HR |
11/14/2023, 11:26 AM |
Q2 2023 |
339 |
$224M |
+$108M |
-$100M |
+$7.82M |
IGT, BYD, ITOT, WYNN, MGM
|
13F-HR |
8/11/2023, 10:26 AM |
Q1 2023 |
337 |
$207M |
+$92.3M |
-$109M |
-$16.9M |
BYD, IGT, MGM, WYNN, PLAY
|
13F-HR |
5/11/2023, 01:39 PM |
Q4 2022 |
301 |
$208M |
+$102M |
-$104M |
-$1.59M |
BYD, IGT, MGM, HROW, SMLR
|
13F-HR |
3/29/2023, 04:31 PM |
Q3 2022 |
248 |
$197M |
+$120M |
-$56.4M |
+$63.6M |
BYD, IGT, VIXY, ATVI, MGM
|
13F-HR |
11/14/2022, 02:00 PM |
Q2 2022 |
270 |
$136M |
+$68.4M |
-$90.4M |
-$22.1M |
BYD, IGT, SGEN, MAT, MGM
|
13F-HR |
8/15/2022, 11:27 AM |
Q1 2022 |
260 |
$180M |
+$104M |
-$51.6M |
+$52M |
STRL, BYD, IGT, MGM, ADPT
|
13F-HR |
5/16/2022, 02:06 PM |
Q4 2021 |
155 |
$130M |
+$61.5M |
-$59.4M |
+$2.08M |
STRL, BYD, IGT, NVT, BLDR
|
13F-HR |
2/14/2022, 11:14 AM |
Q3 2021 |
125 |
$127M |
+$52.9M |
-$61M |
-$8.14M |
STRL, BYD, IGT, VO, SMLR
|
13F-HR |
11/15/2021, 09:49 AM |
Q2 2021 |
133 |
$136M |
+$58.4M |
-$58.1M |
+$210K |
STRL, BYD, IGT, GNRC, NVT
|
13F-HR |
8/16/2021, 02:48 PM |
Q1 2021 |
146 |
$130M |
+$65.5M |
-$74M |
-$8.44M |
BYD, STRL, IBKR, HUN, IGT
|
13F-HR |
5/17/2021, 05:22 PM |
Q4 2020 |
161 |
$126M |
+$53.4M |
-$90.1M |
-$36.7M |
BYD, GROW, SMLR, ROCK, EAT
|
13F-HR |
2/16/2021, 05:07 PM |
Q3 2020 |
117 |
$134M |
+$84M |
-$90.3M |
-$6.33M |
BYD, EAT, NVT, SPY, CSX
|
13F-HR |
11/13/2020, 05:06 PM |
Q2 2020 |
158 |
$129M |
+$67.6M |
-$41.4M |
+$26.2M |
EAT, BYD, PZZA, AMZN, SPLV
|
13F-HR |
8/14/2020, 04:27 PM |
Q1 2020 |
117 |
$82.5M |
+$52.5M |
-$88.2M |
-$35.7M |
CHDN, PZZA, SMLR, BYD, HROW
|
13F-HR |
5/15/2020, 03:34 PM |
Q4 2019 |
123 |
$137M |
+$69.9M |
-$66.6M |
+$3.21M |
CHDN, RHHBY, TDG, SMLR, AMZN
|
13F-HR |
2/14/2020, 01:32 PM |
Q3 2019 |
98 |
$121M |
+$53.2M |
-$88.8M |
-$35.6M |
CHDN, EAT, CCK, IGT, BYD
|
13F-HR |
11/13/2019, 09:17 AM |
Q2 2019 |
120 |
$158M |
+$78.7M |
-$53.7M |
+$25M |
TSLA, NVS, CHDN, CCK, BYD
|
13F-HR |
8/14/2019, 11:23 AM |
Q1 2019 |
100 |
$127M |
+$55.1M |
-$68M |
-$13M |
LIQT, TSLA, ABT, CCK, CHDN
|
13F-HR |
5/15/2019, 10:55 AM |
Q4 2018 |
102 |
$128M |
+$67.2M |
-$38.9M |
+$28.4M |
BSX, LSXMK, LSXMA, EAT, TSLA
|
13F-HR |
2/14/2019, 02:48 PM |
Q3 2018 |
101 |
$115M |
+$58.6M |
-$53.3M |
+$5.3M |
LSXMA, GILD, BYD, SYK, MRK
|
13F-HR |
11/14/2018, 02:09 PM |
Q2 2018 |
74 |
$106M |
+$42.8M |
-$67.9M |
-$25.1M |
LSXMA, CCK, QCOM, BYD, TSLA
|
13F-HR |
8/14/2018, 02:03 PM |
Q1 2018 |
83 |
$129M |
+$46.4M |
-$77M |
-$30.5M |
LSXMA, CCK, KSU, IAC, IP
|
13F-HR |
5/15/2018, 01:36 PM |
Q4 2017 |
105 |
$142M |
$0 |
$0 |
|
KSU, CCK, TRP, PKG, BK
|
13F-HR |
2/14/2018, 11:31 AM |