Q3 2024 |
10 |
$71.7M |
+$7.6M |
-$114M |
-$107M |
ST, FI, ALGN, BKNG, HUM
|
13F-HR |
11/14/2024, 01:40 PM |
Q2 2024 |
11 |
$167M |
+$27.3M |
-$44.4M |
-$17.1M |
BKNG, LW, EIX, FI, MOH
|
13F-HR |
8/14/2024, 02:18 PM |
Q1 2024 |
11 |
$190M |
+$58.2M |
-$29.2M |
+$29.1M |
ST, BKNG, MOH, USFD, LW
|
13F-HR |
5/15/2024, 04:25 PM |
Q4 2023 |
11 |
$152M |
+$30.1M |
-$12.8M |
+$17.3M |
LW, GDDY, ST, MOH, BKNG
|
13F-HR |
2/14/2024, 01:42 PM |
Q3 2023 |
11 |
$117M |
+$20.8M |
-$20.4M |
+$435K |
MOH, BKNG, ST, GDDY, CNC
|
13F-HR |
11/14/2023, 02:43 PM |
Q2 2023 |
11 |
$120M |
+$43.1M |
-$39.3M |
+$3.72M |
BKNG, MOH, ST, DOOR, GDDY
|
13F-HR |
8/14/2023, 11:22 AM |
Q1 2023 |
10 |
$110M |
+$13.5M |
-$19.5M |
-$6.01M |
BKNG, ARNC, UNVR, DOOR, CNC
|
13F-HR |
5/15/2023, 03:23 PM |
Q4 2022 |
11 |
$104M |
+$6.53M |
-$8.64M |
-$2.11M |
BKNG, ARNC, UNVR, DOOR, LW
|
13F-HR |
2/14/2023, 02:29 PM |
Q3 2022 |
11 |
$90M |
+$7.43M |
-$14.3M |
-$6.87M |
BKNG, DOOR, LW, ARNC, CNC
|
13F-HR |
11/14/2022, 04:00 PM |
Q2 2022 |
11 |
$109M |
+$14.5M |
-$10.6M |
+$3.84M |
ARNC, DOOR, BKNG, FTDR, CNC
|
13F-HR |
8/15/2022, 02:12 PM |
Q1 2022 |
10 |
$116M |
+$29.8M |
-$35.4M |
-$5.56M |
BKNG, ARNC, USFD, FTDR, UNVR
|
13F-HR |
5/16/2022, 02:23 PM |
Q4 2021 |
10 |
$125M |
$0 |
$0 |
|
ARNC, CNC, EIX, LW, DNB
|
13F-HR |
2/14/2022, 04:28 PM |