| Q2 2024 |
34 |
$1.28B |
+$696M |
-$472M |
+$224M |
KBR, AMZN, HUBS, TTWO, FLR
|
13F-HR |
8/14/2024, 01:29 PM |
| Q1 2024 |
31 |
$1.06B |
+$552M |
-$514M |
+$37.7M |
NSC, PH, CYBR, TDG, MSFT
|
13F-HR |
5/15/2024, 10:52 AM |
| Q4 2023 |
33 |
$955M |
+$550M |
-$329M |
+$221M |
UNP, TTWO, PH, ETN, LOW
|
13F-HR |
2/14/2024, 01:33 PM |
| Q3 2023 |
24 |
$685M |
+$292M |
-$307M |
-$15.7M |
CCK, FDX, KBR, TTWO, BERY
|
13F-HR |
11/14/2023, 09:55 AM |
| Q2 2023 |
34 |
$699M |
+$337M |
-$205M |
+$131M |
FDX, BERY, KBR, RTX, AMZN
|
13F-HR |
8/14/2023, 10:11 AM |
| Q1 2023 |
26 |
$526M |
+$300M |
-$377M |
-$76.3M |
BERY, KBR, FLR, AZO, PH
|
13F-HR |
5/12/2023, 12:16 PM |
| Q4 2022 |
30 |
$580M |
+$294M |
-$178M |
+$115M |
KBR, TDG, META, CNI, WSC
|
13F-HR |
2/10/2023, 11:02 AM |
| Q3 2022 |
25 |
$414M |
+$272M |
-$236M |
+$36.4M |
PPG, KBR, TDG, ETN, NEE
|
13F-HR |
11/14/2022, 11:15 AM |
| Q2 2022 |
27 |
$378M |
+$284M |
-$174M |
+$110M |
CNI, TDG, SHW, MLM, EMR
|
13F-HR |
8/15/2022, 05:30 PM |
| Q1 2022 |
32 |
$290M |
+$209M |
-$184M |
+$25.5M |
MLM, AZO, CSL, WSC, WCC
|
13F-HR |
5/13/2022, 12:42 PM |
| Q4 2021 |
29 |
$264M |
+$156M |
-$176M |
-$19.6M |
WCC, CPRT, HWM, TEL, VMC
|
13F-HR |
2/14/2022, 09:35 AM |
| Q3 2021 |
26 |
$270M |
+$190M |
-$182M |
+$7.89M |
CNI, HWM, ALLE, MLM, ADSK
|
13F-HR |
11/12/2021, 04:00 PM |
| Q2 2021 |
28 |
$264M |
+$193M |
-$150M |
+$43.3M |
HWM, TEL, RTX, MLM, GD
|
13F-HR |
8/13/2021, 05:05 PM |
| Q1 2021 |
32 |
$218M |
+$157M |
-$109M |
+$48.4M |
HWM, GD, SHW, ETN, ALLE
|
13F-HR |
5/14/2021, 03:18 PM |
| Q4 2020 |
33 |
$164M |
$0 |
$0 |
|
UPS, APD, BALL, TGT, TPX
|
13F-HR |
2/12/2021, 02:09 PM |