| Q2 2024 |
57 |
$645M |
+$55.3M |
-$14.4M |
+$40.9M |
GOOG, APH, TXRH, TTC, TJX
|
Restatement |
7/22/2024, 02:53 PM |
| Q1 2024 |
57 |
$624M |
+$72.1M |
-$12M |
+$60.1M |
EME, TXRH, PH, APH, CSL
|
13F-HR |
4/11/2024, 10:07 AM |
| Q4 2023 |
59 |
$508M |
+$107M |
-$28.3M |
+$78.6M |
BR, ITT, APH, EME, PH
|
13F-HR |
2/6/2024, 12:28 PM |
| Q3 2023 |
57 |
$390M |
+$1.52M |
-$2.2M |
-$681K |
EME, J, BR, AJG, TJX
|
13F-HR |
11/13/2023, 02:28 PM |
| Q2 2023 |
57 |
$408M |
+$69.8M |
-$30.9M |
+$38.9M |
FI, AME, EME, SYK, FELE
|
13F-HR |
8/14/2023, 05:21 PM |
| Q1 2023 |
57 |
$351M |
+$38.8M |
-$39.2M |
-$354K |
PRI, ULTA, ADI, SYK, GWW
|
13F-HR |
5/15/2023, 04:16 PM |
| Q4 2022 |
56 |
$340M |
+$46.8M |
-$26.1M |
+$20.7M |
TTC, APD, ULTA, AJG, PRI
|
13F-HR |
2/15/2023, 03:45 PM |
| Q3 2022 |
58 |
$290M |
$0 |
$0 |
|
TXRH, CSL, TTC, AJG, TJX
|
13F-HR |
11/2/2022, 10:15 AM |
| Q2 2021 |
59 |
$180M |
+$11.3M |
-$172M |
-$160M |
TGT, AVY, FRCB, KEYS, GOOG
|
13F-HR |
8/13/2021, 02:42 PM |
| Q1 2021 |
60 |
$329M |
+$46M |
-$35.8M |
+$10.1M |
TTEC, FCN, TSCO, AVY, JBHT
|
13F-HR |
5/17/2021, 05:21 PM |
| Q4 2020 |
65 |
$299M |
+$5.26M |
-$15.8M |
-$10.5M |
TTEC, FWRD, KEYS, FRCB, HON
|
13F-HR |
2/16/2021, 09:43 AM |
| Q3 2020 |
63 |
$274M |
+$43.4M |
-$36.5M |
+$6.88M |
RVTY, AVY, TTC, COO, SHW
|
13F-HR |
11/16/2020, 04:40 PM |
| Q2 2020 |
59 |
$253M |
+$48.2M |
-$62.3M |
-$14.2M |
TSCO, AAPL, WWD, JBHT, BR
|
13F-HR |
8/14/2020, 05:05 PM |
| Q1 2020 |
58 |
$230M |
+$31.8M |
-$32.3M |
-$495K |
MMS, WWD, LKQ, FBIN, GOOG
|
13F-HR |
5/29/2020, 01:01 PM |
| Q4 2019 |
64 |
$293M |
$0 |
$0 |
|
SNX, FRCB, LKQ, FBIN, SEIC
|
13F-HR |
3/2/2020, 05:32 PM |