| Q2 2024 |
39 |
$143M |
+$57.6M |
-$110M |
-$52.7M |
BURL, VIK, RCL, TPX, W
|
13F-HR |
8/14/2024, 11:18 AM |
| Q1 2024 |
39 |
$240M |
+$72M |
-$71.2M |
+$798K |
BURL, LZ, RH, TPX, ZGN
|
13F-HR |
5/15/2024, 09:43 AM |
| Q4 2023 |
40 |
$213M |
+$64.4M |
-$69.3M |
-$4.95M |
BURL, WSM, TPX, ASO, ZGN
|
13F-HR |
2/14/2024, 08:40 AM |
| Q3 2023 |
45 |
$191M |
+$89.3M |
-$75.7M |
+$13.6M |
WSM, TPX, LZ, ASO, ZGN
|
13F-HR |
11/14/2023, 09:10 AM |
| Q2 2023 |
40 |
$183M |
+$51.4M |
-$81.4M |
-$29.9M |
WSM, SHYF, ASO, BOOT, DKS
|
13F-HR |
8/14/2023, 08:53 AM |
| Q1 2023 |
32 |
$200M |
+$49.7M |
-$47.7M |
+$2.02M |
ASO, WWE, WSM, DKS, SHYF
|
Restatement |
5/15/2023, 05:16 PM |
| Q4 2022 |
34 |
$176M |
+$62.8M |
-$43.5M |
+$19.3M |
SHYF, WSM, DKS, WWE, DECK
|
13F-HR |
2/14/2023, 09:08 AM |
| Q3 2022 |
30 |
$142M |
+$39.4M |
-$43.4M |
-$4.01M |
WWE, DKS, ASO, SHYF, WSM
|
13F-HR |
11/14/2022, 08:59 AM |
| Q2 2022 |
30 |
$135M |
+$57.3M |
-$65.7M |
-$8.4M |
ASO, WSM, DKS, SHYF, WWE
|
13F-HR |
8/15/2022, 08:55 AM |
| Q1 2022 |
36 |
$181M |
+$93.4M |
-$60.9M |
+$32.5M |
SHYF, DKS, WSM, ASO, DISH
|
13F-HR |
5/16/2022, 08:28 AM |
| Q4 2021 |
31 |
$168M |
+$66.8M |
-$62.4M |
+$4.38M |
SHYF, DKS, ETWO, ASO, WSM
|
13F-HR |
2/14/2022, 09:41 AM |
| Q3 2021 |
37 |
$162M |
+$74.3M |
-$50.9M |
+$23.4M |
ETWO, WSM, SHYF, DKS, ASO
|
13F-HR |
11/15/2021, 08:56 AM |
| Q2 2021 |
32 |
$139M |
+$54.9M |
-$60.5M |
-$5.56M |
DKS, EAT, WSM, DISH, SHYF
|
13F-HR |
8/16/2021, 10:26 AM |
| Q1 2021 |
32 |
$140M |
+$56.1M |
-$50.8M |
+$5.27M |
DKS, EAT, WSM, TRIP, RH
|
13F-HR |
5/17/2021, 01:17 PM |
| Q4 2020 |
27 |
$113M |
$0 |
$0 |
|
DKS, EAT, WSM, RH, ATUS
|
13F-HR |
2/19/2021, 04:39 PM |