Q3 2024 |
12 |
$148M |
+$22.6M |
-$31.3M |
-$8.79M |
DSGR, APG, ALIT, PAR, IMXI
|
13F-HR |
11/12/2024, 04:26 PM |
Q2 2024 |
11 |
$155M |
+$31.2M |
-$16.5M |
+$14.7M |
APG, DSGR, ALIT, EEFT, IMXI
|
13F-HR |
8/9/2024, 02:25 PM |
Q1 2024 |
13 |
$157M |
+$43.9M |
-$42.7M |
+$1.24M |
DSGR, APG, WSC, EEFT, IMXI
|
13F-HR |
5/13/2024, 05:50 PM |
Q4 2023 |
12 |
$145M |
+$14.9M |
-$13.2M |
+$1.68M |
DSGR, APG, GFL, TFII, WSC
|
13F-HR |
2/7/2024, 04:58 PM |
Q3 2023 |
11 |
$120M |
+$22.8M |
-$17.8M |
+$4.99M |
DSGR, APG, GFL, TFII, MLNK
|
13F-HR |
11/7/2023, 02:48 PM |
Q2 2023 |
11 |
$132M |
+$2.93M |
-$31.6M |
-$28.7M |
DSGR, GFL, APG, MLNK, PWSC
|
13F-HR |
8/9/2023, 06:16 PM |
Q1 2023 |
11 |
$145M |
+$16.7M |
-$13.8M |
+$2.85M |
APG, MLNK, DSGR, GFL, PWSC
|
13F-HR |
5/12/2023, 02:02 PM |
Q4 2022 |
11 |
$125M |
+$21.4M |
-$21.6M |
-$175K |
APG, MLNK, GFL, DSGR, WSC
|
Restatement |
2/14/2023, 06:52 PM |
Q3 2022 |
12 |
$111M |
+$31.5M |
-$25M |
+$6.51M |
MLNK, FERG, TFII, MATX, WSC
|
13F-HR |
11/14/2022, 03:08 PM |
Q2 2022 |
10 |
$114M |
+$32M |
-$44.1M |
-$12.1M |
MLNK, TFII, FERG, APG, MATX
|
13F-HR |
8/1/2022, 06:43 PM |
Q1 2022 |
9 |
$163M |
+$43.2M |
-$51.2M |
-$7.96M |
TFII, MATX, APG, FERG, PYPL
|
13F-HR |
5/10/2022, 12:07 PM |
Q4 2021 |
10 |
$183M |
$0 |
$0 |
|
GDDY, TFII, APG, MATX, FERG
|
Restatement |
2/11/2022, 12:45 PM |