Q3 2024 |
18 |
$297M |
+$43.4M |
-$174M |
-$131M |
CRS, ALIT, QDEL, BERY, ATMU
|
13F-HR |
11/14/2024, 01:35 PM |
Q2 2024 |
22 |
$394M |
+$113M |
-$83.6M |
+$29.7M |
CRS, AER, ATMU, IQV, WCC
|
13F-HR |
8/14/2024, 10:55 AM |
Q1 2024 |
22 |
$368M |
+$157M |
-$87M |
+$70.1M |
CRS, IQV, CRH, ATMU, DG
|
13F-HR |
5/15/2024, 12:02 PM |
Q4 2023 |
18 |
$288M |
+$77M |
-$88.2M |
-$11.2M |
IQV, LW, WSC, PINS, JBI
|
13F-HR |
2/14/2024, 01:58 PM |
Q3 2023 |
16 |
$267M |
+$55.7M |
-$64.4M |
-$8.73M |
TJX, IQV, JBI, WSC, BWXT
|
13F-HR |
11/14/2023, 11:56 AM |
Q2 2023 |
16 |
$286M |
+$41.7M |
-$51M |
-$9.26M |
TJX, WSC, JBI, BUR, BWXT
|
13F-HR |
8/14/2023, 01:04 PM |
Q1 2023 |
14 |
$274M |
+$56.5M |
-$73.6M |
-$17.2M |
BUR, WSC, TJX, JBI, BWXT
|
13F-HR |
5/15/2023, 12:11 PM |
Q4 2022 |
11 |
$268M |
+$32.8M |
-$73.7M |
-$40.9M |
WSC, BUR, ZWS, JBI, BWXT
|
13F-HR |
2/14/2023, 11:37 AM |
Q3 2022 |
12 |
$306M |
+$74.2M |
-$78M |
-$3.79M |
WSC, JBI, BUR, ZWS, HLMN
|
13F-HR |
11/14/2022, 02:17 PM |
Q2 2022 |
15 |
$320M |
+$89M |
-$48.2M |
+$40.8M |
WSC, BUR, JBI, ZWS, HLMN
|
13F-HR |
8/15/2022, 11:35 AM |
Q1 2022 |
13 |
$313M |
+$118M |
-$102M |
+$15.2M |
WSC, HLMN, JBI, ZWS, AJG
|
13F-HR |
5/16/2022, 01:57 PM |
Q4 2021 |
15 |
$345M |
+$75.6M |
-$97.9M |
-$22.3M |
WSC, JBI, BERY, HLMN, PRPL
|
13F-HR |
2/14/2022, 02:07 PM |
Q3 2021 |
20 |
$348M |
+$93.7M |
-$79.1M |
+$14.6M |
WSC, BERY, HLMN, JBI, RXN
|
13F-HR |
11/15/2021, 10:59 AM |
Q2 2021 |
21 |
$353M |
+$101M |
-$74.3M |
+$26.6M |
WSC, BERY, LCY, JBI, PRPL
|
13F-HR |
8/16/2021, 03:59 PM |
Q1 2021 |
18 |
$329M |
+$56.8M |
-$104M |
-$46.9M |
WSC, BERY, JIH, PRPL, FCN
|
13F-HR |
5/17/2021, 08:37 AM |
Q4 2020 |
16 |
$357M |
+$35.4M |
-$99.3M |
-$63.9M |
WSC, BERY, CPRT, ELF, PRPL
|
13F-HR |
2/16/2021, 12:05 PM |
Q3 2020 |
19 |
$350M |
+$140M |
-$81.8M |
+$58.4M |
WSC, BERY, ELF, CPRT, PINS
|
13F-HR |
11/16/2020, 09:15 AM |
Q2 2020 |
18 |
$279M |
+$55.2M |
-$80M |
-$24.8M |
ELF, WSC, BERY, CPRT, ILPT
|
13F-HR |
8/14/2020, 08:06 AM |
Q1 2020 |
20 |
$246M |
+$144M |
-$37.7M |
+$106M |
WSC, BERY, ELF, VRSN, CNNE
|
13F-HR |
5/15/2020, 11:30 AM |
Q4 2019 |
13 |
$213M |
$0 |
$0 |
|
WSC, STNG, CNNE, ILPT, UNVR
|
13F-HR |
2/14/2020, 01:49 PM |