| Q2 2024 |
38 |
$116M |
+$17.2M |
-$27.8M |
-$10.5M |
NATL, PAX, THC, VYX, FORM
|
13F-HR |
8/12/2024, 09:49 PM |
| Q1 2024 |
40 |
$118M |
+$21.8M |
-$22.2M |
-$415K |
THC, PAX, NATL, MU, VYX
|
13F-HR |
5/14/2024, 09:25 PM |
| Q4 2023 |
34 |
$110M |
+$25.6M |
-$22.2M |
+$3.36M |
THC, VYX, NATL, PAX, MU
|
13F-HR |
2/8/2024, 07:46 PM |
| Q3 2023 |
33 |
$103M |
+$19.7M |
-$46.7M |
-$27M |
VYX, BERY, VST, MU, THC
|
13F-HR |
11/13/2023, 07:48 AM |
| Q2 2023 |
36 |
$125M |
+$36.4M |
-$15.6M |
+$20.9M |
TDW, VST, THC, APO, ET
|
13F-HR |
8/9/2023, 09:03 PM |
| Q1 2023 |
30 |
$96.6M |
+$21.5M |
-$30.5M |
-$9.02M |
TDW, THC, ET, VST, BKR
|
13F-HR |
5/11/2023, 08:52 PM |
| Q4 2022 |
34 |
$99.4M |
+$55.9M |
-$4.53M |
+$51.4M |
TDW, OII, TA, THC, ET
|
13F-HR |
2/6/2023, 08:18 PM |
| Q3 2022 |
22 |
$45M |
+$23.8M |
-$19M |
+$4.83M |
TA, PHYS, FCNCA, APO, CHRD
|
13F-HR |
11/9/2022, 08:00 PM |
| Q2 2022 |
18 |
$38.4M |
+$17.7M |
-$113M |
-$95.5M |
HSAQ, XLE, TA, PHYS, FIS
|
13F-HR |
8/12/2022, 08:21 AM |
| Q1 2022 |
60 |
$138M |
+$48.2M |
-$58M |
-$9.81M |
TA, HSAQ, TALO, PHYS, SSNC
|
13F-HR |
5/13/2022, 01:46 PM |
| Q4 2021 |
49 |
$144M |
+$25.4M |
-$34.8M |
-$9.39M |
TA, VCTR, HSAQ, IQV, AMZN
|
13F-HR |
2/8/2022, 12:38 PM |
| Q3 2021 |
50 |
$154M |
+$33.3M |
-$40.9M |
-$7.6M |
TA, ET, VCTR, HSAQ, AMZN
|
13F-HR |
11/8/2021, 07:17 AM |
| Q2 2021 |
45 |
$162M |
+$37.5M |
-$45.8M |
-$8.23M |
TLT, VCTR, ET, AMZN, GOOG
|
13F-HR |
8/12/2021, 09:56 PM |
| Q1 2021 |
48 |
$159M |
+$29M |
-$38.1M |
-$9.06M |
IQV, VCTR, DHT, AMZN, HSAQ
|
13F-HR |
5/14/2021, 12:42 PM |
| Q4 2020 |
49 |
$159M |
$0 |
$0 |
|
PHYS, SE, DHT, EPR, IQV
|
13F-HR |
2/16/2021, 07:21 AM |