Q3 2024 |
17 |
$298M |
+$87M |
-$105M |
-$18.3M |
EPR, BUR, CAE, NNI, ICE
|
13F-HR |
11/14/2024, 11:31 AM |
Q2 2024 |
18 |
$295M |
+$106M |
-$91.5M |
+$15M |
ICE, EPR, BUR, NNI, CAE
|
13F-HR |
8/12/2024, 12:09 PM |
Q1 2024 |
18 |
$267M |
+$70.2M |
-$34M |
+$36.3M |
ICE, CNK, NNI, GOOGL, TKO
|
13F-HR |
5/13/2024, 10:15 AM |
Q4 2023 |
18 |
$217M |
+$51.4M |
-$81.9M |
-$30.5M |
NNI, ICE, TKO, BUR, GOOGL
|
13F-HR |
2/14/2024, 11:07 AM |
Q3 2023 |
18 |
$235M |
+$92.3M |
-$82M |
+$10.3M |
NNI, GOGO, ICE, TKO, ATSG
|
13F-HR |
11/13/2023, 11:54 AM |
Q2 2023 |
19 |
$230M |
+$43.5M |
-$76.2M |
-$32.7M |
ATSG, NNI, PYPL, WWE, BALY
|
13F-HR |
8/9/2023, 08:44 AM |
Q1 2023 |
19 |
$265M |
+$68.5M |
-$49M |
+$19.5M |
ATSG, FOX, PYPL, NNI, BALY
|
13F-HR |
5/10/2023, 03:29 PM |
Q4 2022 |
21 |
$239M |
+$57.4M |
-$80.7M |
-$23.3M |
ATSG, FOX, PYPL, LBTYA, BALY
|
13F-HR |
2/10/2023, 09:45 AM |
Q3 2022 |
24 |
$253M |
+$48.3M |
-$40.9M |
+$7.42M |
FOX, ATSG, BALY, LBTYA, PYPL
|
13F-HR |
11/9/2022, 09:30 AM |
Q2 2022 |
23 |
$280M |
+$101M |
-$16.9M |
+$84.4M |
FOX, ATSG, BALY, LBTYA, LBRDA
|
13F-HR |
8/9/2022, 10:02 AM |
Q1 2022 |
22 |
$238M |
+$82.2M |
-$60.7M |
+$21.5M |
FOX, ATSG, PYPL, BALY, LBTYA
|
13F-HR |
5/9/2022, 11:15 AM |
Q4 2021 |
19 |
$214M |
+$55.5M |
-$55.6M |
-$175K |
FOX, GOGO, ATSG, BALY, PYPL
|
13F-HR |
2/10/2022, 11:33 AM |
Q3 2021 |
19 |
$224M |
+$41.5M |
-$22.7M |
+$18.8M |
FOX, ATSG, NNI, BALY, GOGO
|
13F-HR |
11/10/2021, 01:04 PM |
Q2 2021 |
19 |
$198M |
+$69.4M |
-$56.2M |
+$13.2M |
ATSG, NNI, FOX, LBRDA, GOOGL
|
13F-HR |
8/10/2021, 11:45 AM |
Q1 2021 |
20 |
$181M |
+$81.7M |
-$32.2M |
+$49.5M |
ATSG, NNI, LBRDA, GOOGL, LBTYA
|
Restatement |
5/3/2021, 02:33 PM |
Q4 2020 |
16 |
$131M |
+$33.6M |
-$31.5M |
+$2.09M |
NNI, GOOG, LBTYA, BUR, ATSG
|
13F-HR |
2/4/2021, 08:21 PM |
Q3 2020 |
16 |
$103M |
+$18.9M |
-$36.7M |
-$17.8M |
GOOG, NNI, PYPL, INSM, BIDU
|
13F-HR |
11/12/2020, 07:09 AM |
Q2 2020 |
15 |
$131M |
+$26.9M |
-$54.5M |
-$27.6M |
NNI, ATSG, GOOG, BIDU, LBRDK
|
13F-HR |
7/28/2020, 09:13 AM |
Q1 2020 |
16 |
$135M |
+$63.8M |
-$38.2M |
+$25.6M |
NNI, GOOG, ATSG, PYPL, IBKR
|
13F-HR |
5/7/2020, 03:25 PM |
Q4 2019 |
15 |
$125M |
$0 |
$0 |
|
NNI, GOOGL, ATSG, IBKR, PYPL
|
13F-HR |
5/7/2020, 03:16 PM |