| Q2 2024 |
35 |
$130M |
+$65.6M |
-$70.2M |
-$4.62M |
PBF, AAPL, GNRC, FCX, GOOG
|
13F-HR |
8/14/2024, 10:16 AM |
| Q1 2024 |
36 |
$146M |
+$48.7M |
-$67.1M |
-$18.4M |
PBPB, PBF, SD, MU, FCX
|
13F-HR |
5/15/2024, 10:16 AM |
| Q4 2023 |
32 |
$160M |
+$54.6M |
-$60.9M |
-$6.34M |
PBPB, RRGB, SD, INTC, PBF
|
13F-HR |
2/14/2024, 09:57 AM |
| Q3 2023 |
31 |
$154M |
+$22.7M |
-$53.5M |
-$30.8M |
SD, PBF, PBPB, RRGB, BYON
|
13F-HR |
11/14/2023, 10:54 AM |
| Q2 2023 |
32 |
$201M |
+$81.9M |
-$80.4M |
+$1.49M |
SD, BYON, PBPB, PBF, RRGB
|
13F-HR |
8/11/2023, 01:03 PM |
| Q1 2023 |
44 |
$197M |
+$101M |
-$78M |
+$22.7M |
SD, PBF, PBPB, RRGB, PATH
|
13F-HR |
5/15/2023, 10:35 AM |
| Q4 2022 |
28 |
$169M |
+$36M |
-$92.3M |
-$56.2M |
MAXR, SD, UNFI, JXN, PBPB
|
13F-HR |
2/14/2023, 09:35 AM |
| Q3 2022 |
29 |
$173M |
$0 |
$0 |
|
SD, UNFI, TWM, CIVI, GLW
|
13F-HR |
11/14/2022, 08:55 AM |
| Q2 2022 |
29 |
$270M |
+$64.7M |
-$126M |
-$61.5M |
MAXR, SD, UNFI, TROX, TWM
|
13F-HR |
8/15/2022, 10:35 AM |
| Q1 2022 |
34 |
$397M |
+$142M |
-$168M |
-$26.7M |
MAXR, RILY, TUP, SD, CYH
|
13F-HR |
5/16/2022, 11:16 AM |
| Q4 2021 |
30 |
$426M |
+$117M |
-$176M |
-$59.8M |
MAXR, UNFI, RILY, CYH, TROX
|
13F-HR |
2/14/2022, 10:41 AM |
| Q3 2021 |
33 |
$500M |
+$214M |
-$339M |
-$126M |
MAXR, UNFI, TUP, CYH, OGN
|
13F-HR |
11/15/2021, 10:22 AM |
| Q2 2021 |
35 |
$693M |
+$231M |
-$360M |
-$129M |
MAXR, CYH, TUP, UNFI, RRGB
|
13F-HR |
8/16/2021, 09:41 AM |
| Q1 2021 |
31 |
$808M |
+$520M |
-$410M |
+$110M |
MAXR, WRK, UNFI, JMIA, TUP
|
13F-HR |
7/16/2021, 10:20 AM |
| Q4 2020 |
25 |
$359M |
$0 |
$0 |
|
MAXR, GME, TUP, JMIA, GILD
|
13F-HR |
7/16/2021, 10:18 AM |