Q3 2024 |
13 |
$82.3M |
+$10.4M |
-$11.6M |
-$1.24M |
CNNE, EHAB, MODG, KBR, VYX
|
13F-HR |
11/14/2024, 10:28 AM |
Q2 2024 |
13 |
$87.5M |
+$17.6M |
-$9.64M |
+$8.01M |
CNNE, EHAB, ODP, MODG, KBR
|
13F-HR |
8/14/2024, 11:46 AM |
Q1 2024 |
10 |
$89.3M |
+$24.7M |
-$6.13M |
+$18.6M |
EHAB, CNNE, ODP, NATL, KBR
|
13F-HR |
5/15/2024, 09:57 AM |
Q4 2023 |
11 |
$68.5M |
+$10.1M |
-$75.1M |
-$65.1M |
EHAB, ODP, SPB, KBR, VYX
|
13F-HR |
2/14/2024, 03:02 PM |
Q3 2023 |
11 |
$147M |
+$57.4M |
-$47.1M |
+$10.3M |
VYX, EHAB, ODP, FRGI, SPB
|
13F-HR |
11/14/2023, 10:24 AM |
Q2 2023 |
11 |
$135M |
+$32.4M |
-$40.8M |
-$8.4M |
LSXMK, EHAB, VYX, FRGI, SPB
|
13F-HR |
8/14/2023, 04:38 PM |
Q1 2023 |
15 |
$137M |
+$19.6M |
-$41M |
-$21.5M |
POST, LSXMK, FRGI, VYX, EHAB
|
13F-HR |
5/15/2023, 12:34 PM |
Q4 2022 |
17 |
$166M |
+$10.1M |
-$15.1M |
-$5.03M |
POST, LSXMK, FRGI, BRBR, SPB
|
13F-HR |
2/14/2023, 10:01 AM |
Q3 2022 |
17 |
$151M |
+$7.86M |
-$6.34M |
+$1.52M |
POST, LSXMK, FRGI, BRBR, VYX
|
13F-HR |
11/14/2022, 10:36 AM |
Q2 2022 |
14 |
$163M |
+$8.96M |
-$7.89M |
+$1.07M |
POST, LSXMK, BRBR, FRGI, SPB
|
13F-HR |
8/15/2022, 10:07 AM |
Q1 2022 |
16 |
$173M |
+$40.1M |
-$44.2M |
-$4.08M |
LSXMK, POST, FRGI, BRBR, SPB
|
13F-HR |
5/16/2022, 09:29 AM |
Q4 2021 |
19 |
$223M |
+$22.6M |
-$18.4M |
+$4.23M |
POST, LSXMK, FRGI, ODP, SKIL
|
13F-HR |
2/14/2022, 10:27 AM |
Q3 2021 |
17 |
$214M |
+$25.1M |
-$18.7M |
+$6.31M |
POST, LSXMK, FRGI, SPB, SKIL
|
13F-HR |
11/15/2021, 09:54 AM |
Q2 2021 |
16 |
$209M |
+$70.9M |
-$37.4M |
+$33.5M |
POST, LSXMK, FRGI, SPB, SKIL
|
13F-HR |
8/16/2021, 11:25 AM |
Q1 2021 |
14 |
$170M |
+$32M |
-$27.3M |
+$4.72M |
LSXMK, SPB, FRGI, POST, BCO
|
13F-HR |
5/17/2021, 03:16 PM |
Q4 2020 |
9 |
$156M |
+$59.3M |
-$85M |
-$25.7M |
LSXMK, SPB, FRGI, CCX, BCO
|
13F-HR |
2/16/2021, 12:45 PM |
Q3 2020 |
10 |
$156M |
+$82.3M |
-$11.5M |
+$70.8M |
IAC, SPB, FRGI, APG, SCPL
|
13F-HR |
11/16/2020, 04:21 PM |
Q2 2020 |
10 |
$69.6M |
+$18.6M |
-$7.45M |
+$11.2M |
SPB, FRGI, APG, SCPL, ZAGG
|
13F-HR |
8/14/2020, 04:06 PM |
Q1 2020 |
7 |
$85.4M |
+$10.6M |
-$27.2M |
-$16.6M |
IAC, FRGI, SPB, SCPL, ZAGG
|
13F-HR |
5/15/2020, 04:07 PM |
Q4 2019 |
11 |
$151M |
$0 |
$0 |
|
IAC, ZAGG, SPB, SCPL, FRGI
|
13F-HR |
2/14/2020, 04:12 PM |