Q3 2024 |
4 |
$95.9M |
+$21M |
-$36.8M |
-$15.8M |
TDG, FIVE, ESQ, ROST
|
13F-HR |
10/30/2024, 11:31 AM |
Q2 2024 |
5 |
$109M |
+$314K |
-$12.7M |
-$12.4M |
TDG, LGIH, FIVE, CVIIW, ROST
|
13F-HR |
7/22/2024, 01:09 PM |
Q1 2024 |
5 |
$145M |
+$362K |
-$4.13M |
-$3.77M |
LGIH, TDG, FIVE, CVIIW, ROST
|
13F-HR |
4/16/2024, 03:09 PM |
Q4 2023 |
5 |
$153M |
+$9.01M |
$0 |
+$9.01M |
LGIH, TDG, FIVE, ROST, CVIIW
|
13F-HR |
1/30/2024, 11:00 AM |
Q3 2023 |
3 |
$112M |
$0 |
-$1.93M |
-$1.93M |
LGIH, TDG, FIVE
|
13F-HR |
10/18/2023, 11:41 AM |
Q2 2023 |
3 |
$140M |
$0 |
-$26.3M |
-$26.3M |
LGIH, TDG, FIVE
|
13F-HR |
7/18/2023, 03:25 PM |
Q1 2023 |
4 |
$149M |
+$44.8M |
-$12.5M |
+$32.3M |
LGIH, FIVE, TDG, SPY
|
13F-HR |
5/4/2023, 12:09 PM |
Q4 2022 |
3 |
$97.6M |
+$17.4M |
-$2.45M |
+$15M |
LGIH, FIVE, TDG
|
13F-HR |
2/10/2023, 02:03 PM |
Q3 2022 |
4 |
$68.8M |
+$2.08M |
$0 |
+$2.08M |
LGIH, FIVE, TDG, CVNA
|
13F-HR |
10/21/2022, 02:39 PM |
Q2 2022 |
4 |
$64.4M |
+$6.91M |
-$5.2M |
+$1.71M |
LGIH, FIVE, TDG, CVNA
|
13F-HR |
8/11/2022, 02:13 PM |
Q1 2022 |
7 |
$86.8M |
+$22.4M |
-$18.6M |
+$3.85M |
FIVE, LGIH, TDG, CVNA, MSFT
|
13F-HR |
5/2/2022, 10:44 AM |
Q4 2021 |
6 |
$103M |
+$6.09M |
-$25.4M |
-$19.3M |
LGIH, TDG, FIVE, MSFT, GOOG
|
13F-HR |
1/26/2022, 10:04 AM |
Q3 2021 |
13 |
$115M |
+$4.83M |
-$3.07M |
+$1.76M |
TDG, LGIH, FIVE, ROST, MSFT
|
13F-HR |
10/13/2021, 09:48 AM |
Q2 2021 |
16 |
$122M |
+$19.7M |
-$23.1M |
-$3.38M |
TDG, LGIH, FIVE, ROST, MSFT
|
13F-HR |
7/27/2021, 10:12 AM |
Q1 2021 |
21 |
$118M |
$0 |
$0 |
|
LGIH, TDG, ROST, FIVE, ITHXU
|
13F-HR |
4/27/2021, 06:15 PM |