Q3 2024 |
166 |
$439M |
+$104M |
-$169M |
-$64.9M |
HUBS, APG, WMS, SN, SITE
|
13F-HR |
11/13/2024, 10:57 AM |
Q2 2024 |
154 |
$458M |
+$97.9M |
-$136M |
-$38.1M |
LKQ, SN, HQY, MIDD, BFAM
|
13F-HR |
8/13/2024, 08:46 AM |
Q1 2024 |
158 |
$532M |
+$94M |
-$121M |
-$26.8M |
WCC, GMS, MIDD, FOXF, LFUS
|
13F-HR |
5/13/2024, 02:56 PM |
Q4 2023 |
154 |
$528M |
+$115M |
-$110M |
+$4.48M |
MIDD, WCC, WSC, LKQ, HUBS
|
13F-HR |
2/13/2024, 07:30 AM |
Q3 2023 |
93 |
$476M |
+$84M |
-$90.2M |
-$6.29M |
LKQ, FCFS, WCC, PLNT, NATI
|
13F-HR |
11/14/2023, 09:51 AM |
Q2 2023 |
88 |
$496M |
+$75.3M |
-$89M |
-$13.7M |
FCFS, WCC, MIDD, EHC, PLNT
|
13F-HR |
8/14/2023, 09:32 AM |
Q1 2023 |
115 |
$480M |
+$108M |
-$140M |
-$31.6M |
FCFS, HUBS, EHC, PRMW, ROAD
|
13F-HR |
5/12/2023, 12:26 PM |
Q4 2022 |
95 |
$466M |
+$60.9M |
-$172M |
-$111M |
FCFS, EHC, XBI, CW, ROAD
|
13F-HR |
2/14/2023, 09:24 AM |
Q3 2022 |
89 |
$544M |
+$95.5M |
-$125M |
-$29.1M |
FCFS, ROAD, STVN, CW, PWSC
|
13F-HR |
11/14/2022, 09:24 AM |
Q2 2022 |
115 |
$579M |
+$140M |
-$120M |
+$20.1M |
BFAM, ROAD, DAR, STVN, LKQ
|
13F-HR |
8/12/2022, 10:12 AM |
Q1 2022 |
126 |
$668M |
+$147M |
-$115M |
+$32.2M |
DAR, COUP, UNVR, WCC, LKQ
|
13F-HR |
5/16/2022, 08:20 AM |
Q4 2021 |
130 |
$702M |
+$204M |
-$67.8M |
+$136M |
COUP, NATI, MIDD, WCC, DAR
|
13F-HR |
2/14/2022, 12:26 PM |
Q3 2021 |
132 |
$549M |
+$88.4M |
-$47.4M |
+$41M |
COUP, EVBG, URI, WCC, MIDD
|
13F-HR |
11/15/2021, 10:30 AM |
Q2 2021 |
131 |
$519M |
+$53.9M |
-$39.7M |
+$14.2M |
COUP, EVBG, SLM, RDNT, MIDD
|
13F-HR |
8/16/2021, 10:56 AM |
Q1 2021 |
130 |
$475M |
+$96M |
-$110M |
-$14.4M |
COUP, EVBG, SLM, MIDD, URI
|
13F-HR |
5/13/2021, 03:44 PM |
Q4 2020 |
106 |
$457M |
+$110M |
-$198M |
-$88.4M |
RP, EVBG, CRI, ST, COUP
|
13F-HR |
2/16/2021, 10:17 AM |
Q3 2020 |
83 |
$433M |
+$88.8M |
-$98.4M |
-$9.58M |
EHC, BL, CRI, RAMP, RP
|
13F-HR |
11/16/2020, 11:00 AM |
Q2 2020 |
88 |
$427M |
+$130M |
-$54.4M |
+$75.9M |
HAE, CW, STMP, NATI, RP
|
13F-HR |
8/13/2020, 04:18 PM |
Q1 2020 |
91 |
$281M |
+$66.7M |
-$74.1M |
-$7.41M |
HMSY, NATI, RBA, NDSN, RAMP
|
13F-HR |
5/15/2020, 02:57 PM |
Q4 2019 |
90 |
$371M |
$0 |
$0 |
|
MIDD, NATI, RBA, HQY, DAR
|
13F-HR |
2/14/2020, 09:09 AM |