Q3 2024 |
16 |
$267M |
+$100M |
-$40.7M |
+$59.5M |
DESP, ATMU, PHIN, TROX, TRS
|
13F-HR |
11/14/2024, 04:37 PM |
Q2 2024 |
14 |
$200M |
+$47.7M |
-$50.6M |
-$2.94M |
DESP, PHIN, TRS, ATMU, TROX
|
13F-HR |
8/14/2024, 04:19 PM |
Q1 2024 |
12 |
$204M |
+$88.5M |
-$58.4M |
+$30.1M |
DESP, PHIN, ATMU, TROX, MTUS
|
13F-HR |
5/15/2024, 04:29 PM |
Q4 2023 |
13 |
$162M |
+$34.7M |
-$42.4M |
-$7.68M |
DESP, MTUS, DOLE, TGLS, ATMU
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
19 |
$155M |
+$66.2M |
-$28.8M |
+$37.3M |
MTUS, DESP, DOLE, TRN, ATMU
|
13F-HR |
11/14/2023, 04:06 PM |
Q2 2023 |
13 |
$113M |
+$47.8M |
-$55.3M |
-$7.45M |
DOLE, MTUS, DESP, VTOL, DFIN
|
13F-HR |
8/14/2023, 04:04 PM |
Q1 2023 |
14 |
$117M |
+$59.8M |
-$76.1M |
-$16.4M |
DOLE, DESP, DXPE, CLW, MCS
|
13F-HR |
5/15/2023, 04:07 PM |
Q4 2022 |
13 |
$130M |
+$55.1M |
-$40.3M |
+$14.7M |
HEES, TGLS, PTVE, HCC, DXPE
|
13F-HR |
2/14/2023, 04:05 PM |
Q3 2022 |
13 |
$95.2M |
+$18.5M |
-$36.1M |
-$17.6M |
TGLS, OEC, HEES, CSTM, HCC
|
13F-HR |
11/14/2022, 04:11 PM |
Q2 2022 |
19 |
$117M |
+$21.1M |
-$35.6M |
-$14.5M |
OEC, CSTM, HEES, TGLS, GBX
|
13F-HR |
8/15/2022, 03:59 PM |
Q1 2022 |
20 |
$156M |
+$44.3M |
-$25.4M |
+$19M |
TGLS, GBX, HCC, ECVT, HEES
|
13F-HR |
5/13/2022, 04:13 PM |
Q4 2021 |
18 |
$140M |
$0 |
$0 |
|
TGLS, AMWD, GBX, HEES, CNNE
|
13F-HR |
2/14/2022, 04:23 PM |