| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 34 | $147M | +$55M | -$23M | +$32M | MEOH, APD, PPG, OEC, EMN | 13F-HR | 8/14/2024, 10:23 AM |
| Q1 2024 | 27 | $119M | +$23.4M | -$19.7M | +$3.68M | MEOH, APD, OEC, DD, HUN | 13F-HR | 5/10/2024, 01:28 PM |
| Q4 2023 | 27 | $112M | $0 | $0 | INGR, APD, MEOH, OEC, DD | 13F-HR | 2/14/2024, 02:35 PM |