Q3 2024 |
12 |
$5.07B |
+$2.17B |
-$225M |
+$1.95B |
XPO, QXO, RXO, TLN, PFSI
|
13F-HR |
11/13/2024, 02:55 PM |
Q2 2024 |
10 |
$2.95B |
+$62.2M |
-$397M |
-$334M |
XPO, RXO, PFSI, HCA, OXYWS
|
13F-HR |
8/12/2024, 12:16 PM |
Q1 2024 |
10 |
$3.52B |
+$56.4M |
-$120M |
-$64M |
XPO, LAD, PFSI, RXO, HCA
|
13F-HR |
5/10/2024, 04:41 PM |
Q4 2023 |
12 |
$3.11B |
+$188M |
-$416M |
-$228M |
XPO, LAD, PFSI, RXO, HCA
|
13F-HR |
2/12/2024, 06:57 PM |
Q3 2023 |
13 |
$2.98B |
$0 |
-$245M |
-$245M |
XPO, LAD, PFSI, FCNCA, RXO
|
13F-HR |
11/13/2023, 12:47 PM |
Q2 2023 |
14 |
$3.08B |
+$328M |
-$39.5M |
+$289M |
XPO, LAD, PFSI, RXO, FCNCA
|
13F-HR |
8/11/2023, 01:13 PM |
Q1 2023 |
15 |
$2.21B |
+$4.84M |
-$184M |
-$179M |
XPO, LAD, PFSI, RXO, OXYWS
|
13F-HR |
5/12/2023, 04:30 PM |
Q4 2022 |
16 |
$2.27B |
$0 |
$0 |
|
XPO, LAD, PFSI, OXYWS, RXO
|
New Holdings |
4/27/2023, 03:46 PM |
Q4 2022 |
16 |
$2.27B |
+$310M |
-$234M |
+$76.4M |
XPO, LAD, PFSI, OXYWS, RXO
|
13F-HR |
2/10/2023, 01:23 PM |
Q3 2022 |
17 |
$2.21B |
+$610M |
-$257M |
+$353M |
XPO, LAD, OXYWS, GOOGL, HCA
|
13F-HR |
11/10/2022, 03:13 PM |
Q2 2022 |
16 |
$2.21B |
+$388M |
-$332M |
+$55.8M |
XPO, GOOGL, LAD, OXYWS, HCA
|
13F-HR |
8/12/2022, 02:10 PM |
Q1 2022 |
20 |
$2.89B |
+$1.43B |
-$1.14B |
+$298M |
XPO, GOOGL, HCA, PFSI, MSFT
|
13F-HR |
5/13/2022, 04:19 PM |
Q4 2021 |
15 |
$2.54B |
+$597M |
-$310M |
+$287M |
XPO, OXY, META, PFSI, GOOGL
|
13F-HR |
2/11/2022, 01:21 PM |
Q3 2021 |
14 |
$2.18B |
+$510M |
-$199M |
+$311M |
META, XPO, LNG, PFSI, GOOGL
|
13F-HR |
11/12/2021, 03:31 PM |
Q2 2021 |
14 |
$1.86B |
+$435M |
-$33.7M |
+$401M |
LNG, META, PFSI, GOOGL, XPO
|
13F-HR |
8/13/2021, 10:28 AM |
Q1 2021 |
14 |
$1.32B |
+$365M |
-$239M |
+$125M |
LNG, META, LBTYK, XPO, HCA
|
13F-HR |
5/17/2021, 11:59 AM |
Q4 2020 |
14 |
$1.13B |
+$108M |
-$361M |
-$253M |
LNG, WPF, LBTYK, XPO, HCA
|
13F-HR |
2/12/2021, 04:42 PM |
Q3 2020 |
16 |
$1.22B |
+$615M |
-$120M |
+$495M |
CLGX, WPF, LNG, LBTYK, BFTU
|
13F-HR |
11/13/2020, 05:10 PM |
Q2 2020 |
11 |
$717M |
+$275M |
-$487M |
-$213M |
LNG, LBTYK, WPFU, XPO, CLGX
|
13F-HR |
8/13/2020, 11:25 AM |
Q1 2020 |
17 |
$756M |
+$504M |
-$75.8M |
+$428M |
LNG, LBTYK, XPO, META, GOOG
|
13F-HR |
5/14/2020, 11:04 AM |
Q4 2019 |
11 |
$485M |
+$36.6M |
-$259M |
-$223M |
FOXA, LBTYK, IRWD, LNG, XPO
|
13F-HR |
2/13/2020, 05:25 PM |
Q3 2019 |
14 |
$669M |
+$180M |
-$71.5M |
+$109M |
AGN, FOXA, LBTYK, LNG, IRWD
|
13F-HR |
11/14/2019, 10:14 AM |
Q2 2019 |
17 |
$630M |
+$85.6M |
-$33M |
+$52.6M |
AGN, FOXA, PCG, IRWD, XPO
|
13F-HR |
8/14/2019, 10:30 AM |
Q1 2019 |
14 |
$572M |
+$185M |
-$241M |
-$56.7M |
AGN, FOXA, PCG, IRWD, LNG
|
13F-HR |
5/14/2019, 11:38 AM |
Q4 2018 |
16 |
$589M |
$0 |
$0 |
|
FOXA, AGN, IRWD, XPO, LNG
|
13F-HR |
2/14/2019, 07:41 AM |