Q4 2024 |
33 |
$1.31B |
+$319M |
-$320M |
-$1.44M |
APG, CRL, VOO, MRVL, AME
|
13F-HR |
2/11/2025, 04:29 PM |
Q3 2024 |
34 |
$1.29B |
+$201M |
-$229M |
-$28.6M |
FWONK, CCK, CACI, CLH, VOO
|
13F-HR |
11/13/2024, 04:14 PM |
Q2 2024 |
32 |
$1.23B |
+$524M |
-$117M |
+$407M |
FWONK, CACI, APG, CLH, VOO
|
13F-HR |
8/13/2024, 01:27 PM |
Q1 2024 |
32 |
$845M |
+$177M |
-$166M |
+$11.8M |
VOO, FWONK, APG, CACI, CLH
|
13F-HR |
5/15/2024, 02:00 PM |
Q4 2023 |
30 |
$774M |
+$164M |
-$188M |
-$24.4M |
VOO, FWONK, TKO, APG, CACI
|
13F-HR |
2/14/2024, 03:28 PM |
Q3 2023 |
37 |
$744M |
+$207M |
-$190M |
+$17.2M |
LQD, VOO, FWONK, APG, CRL
|
13F-HR |
11/14/2023, 10:55 AM |
Q2 2023 |
30 |
$754M |
+$214M |
-$195M |
+$19.4M |
LQD, CACI, VOO, APG, FWONKXXXX
|
13F-HR |
8/10/2023, 10:30 AM |
Q1 2023 |
33 |
$802M |
+$220M |
-$62.6M |
+$158M |
SPY, VOO, COR, APG, FWONKXXXX
|
13F-HR |
5/15/2023, 02:02 PM |
Q4 2022 |
28 |
$681M |
+$170M |
-$36.8M |
+$133M |
SPY, APG, VOO, CACI, MTZ
|
13F-HR |
2/13/2023, 03:08 PM |
Q3 2022 |
30 |
$542M |
+$162M |
-$48.1M |
+$114M |
CACI, APG, WD, CCK, RTX
|
13F-HR |
11/14/2022, 05:47 PM |
Q2 2022 |
29 |
$529M |
+$157M |
-$48.1M |
+$109M |
APG, GOOGL, ON, CCK, RTX
|
13F-HR |
8/15/2022, 09:11 AM |
Q1 2022 |
31 |
$584M |
+$132M |
-$79.3M |
+$52.5M |
CCK, APG, VRTX, GOOGL, ON
|
13F-HR |
5/12/2022, 03:42 PM |
Q4 2021 |
32 |
$644M |
+$196M |
-$53.3M |
+$142M |
CCK, AXTA, APG, QRVO, COR
|
13F-HR |
2/3/2022, 11:46 AM |
Q3 2021 |
32 |
$588M |
+$97.4M |
-$103M |
-$5.62M |
CCK, WD, RTX, AXTA, EWBC
|
13F-HR |
11/15/2021, 05:17 PM |
Q2 2021 |
35 |
$605M |
+$95.6M |
-$91.7M |
+$3.87M |
RTX, CCK, AXTA, QRVO, NRG
|
13F-HR |
8/19/2021, 11:46 AM |
Q1 2021 |
35 |
$568M |
+$160M |
-$116M |
+$44.2M |
AXTA, NRG, GOOGL, SONY, CCK
|
13F-HR |
5/17/2021, 11:11 AM |
Q4 2020 |
33 |
$467M |
+$77.1M |
-$63.2M |
+$13.8M |
CCK, AXTA, SONY, SCHW, GOOGL
|
13F-HR |
2/16/2021, 04:08 PM |
Q3 2020 |
33 |
$403M |
+$82.7M |
-$32.3M |
+$50.3M |
SONY, CCK, COR, SCHW, BC
|
13F-HR |
2/2/2021, 05:45 PM |
Q2 2020 |
33 |
$377M |
+$81.3M |
-$29.3M |
+$52M |
SONY, CCK, NRG, COR, AXTA
|
13F-HR |
8/10/2020, 09:05 AM |
Q1 2020 |
36 |
$275M |
+$59.7M |
-$17.7M |
+$42M |
CCK, SONY, NRG, CMCSA, SCHW
|
13F-HR |
5/6/2020, 05:19 PM |
Q4 2019 |
48 |
$423M |
+$38M |
-$57.7M |
-$19.7M |
NRG, CMCSA, CCK, NCLH, DGX
|
13F-HR |
1/30/2020, 01:48 PM |
Q3 2019 |
53 |
$424M |
+$64.5M |
-$56.3M |
+$8.18M |
NRG, SABR, CCK, NCLH, CMCSA
|
Restatement |
1/30/2020, 01:52 PM |
Q2 2019 |
54 |
$432M |
+$54.1M |
-$240M |
-$186M |
NCLH, CCK, SABR, NRG, GIL
|
Restatement |
1/30/2020, 01:56 PM |
Q1 2019 |
53 |
$628M |
+$118M |
-$122M |
-$4.33M |
NCLH, CCK, NRG, GIL, LKQ
|
Restatement |
1/30/2020, 01:57 PM |
Q4 2018 |
49 |
$589M |
+$113M |
-$106M |
+$6.5M |
NRG, GIL, SABR, CMCSA, LKQ
|
Restatement |
1/30/2020, 01:58 PM |
Q3 2018 |
47 |
$758M |
+$92.5M |
-$159M |
-$67M |
SPY, NRG, NCLH, SABR, PHG
|
Restatement |
1/30/2020, 01:59 PM |
Q2 2018 |
44 |
$794M |
+$136M |
-$123M |
+$12.5M |
SPY, PHG, NRG, NCLH, ARRS
|
Restatement |
1/30/2020, 02:00 PM |
Q1 2018 |
42 |
$859M |
+$341M |
-$315M |
+$26.1M |
NRG, PHG, SPY, ARRS, NCLH
|
Restatement |
1/30/2020, 02:01 PM |
Q4 2017 |
47 |
$1.12B |
+$437M |
-$245M |
+$192M |
SPY, SHPG, DAL, NCLH, PHG
|
13F-HR |
2/13/2018, 03:09 PM |
Q3 2017 |
52 |
$1.19B |
+$360M |
-$622M |
-$262M |
SPY, CELG, SHPG, AER, DAL
|
13F-HR |
11/13/2017, 03:22 PM |
Q2 2017 |
51 |
$1.53B |
+$190M |
-$491M |
-$301M |
CELG, AGN, SHPG, AER, DFS
|
13F-HR |
8/11/2017, 08:11 AM |
Q1 2017 |
52 |
$1.92B |
+$471M |
-$192M |
+$280M |
SPY, CELG, SHPG, GLPI, AER
|
13F-HR |
5/12/2017, 04:22 PM |
Q4 2016 |
53 |
$1.78B |
+$323M |
-$305M |
+$18.1M |
SHPG, AGN, GLPI, CELG, AER
|
13F-HR |
2/13/2017, 05:59 AM |
Q3 2016 |
51 |
$1.77B |
+$172M |
-$385M |
-$214M |
SPY, COMM, GLPI, SHPG, DFS
|
13F-HR |
11/10/2016, 02:16 PM |
Q2 2016 |
53 |
$2.04B |
+$502M |
-$234M |
+$268M |
SPY, GLPI, SHPG, COMM, BERY
|
13F-HR |
8/11/2016, 09:32 AM |
Q1 2016 |
53 |
$1.87B |
+$530M |
-$161M |
+$369M |
SPY, SHPG, BERY, GLPI, KAR
|
13F-HR |
5/13/2016, 09:54 AM |
Q4 2015 |
58 |
$1.83B |
+$221M |
-$148M |
+$72.9M |
SPY, SHPG, MCK, AER, AGN
|
13F-HR |
2/12/2016, 06:01 AM |
Q3 2015 |
64 |
$1.81B |
+$349M |
-$195M |
+$154M |
SPY, BERY, AER, MCK, WHR
|
13F-HR |
11/13/2015, 07:32 AM |
Q2 2015 |
61 |
$2.01B |
+$558M |
-$271M |
+$287M |
SPY, AGN, AER, HOUS, NRFXXXX
|
13F-HR |
8/13/2015, 01:00 PM |
Q1 2015 |
57 |
$1.97B |
+$588M |
-$126M |
+$462M |
SPY, NRFXXXX, WMB, AER, AAL
|
13F-HR |
5/14/2015, 11:12 AM |
Q4 2014 |
56 |
$1.62B |
+$450M |
-$414M |
+$36.4M |
AAL, NRFXXXX, AER, B108PS, HOUS
|
13F-HR |
2/13/2015, 06:12 AM |
Q3 2014 |
58 |
$1.65B |
+$537M |
-$326M |
+$211M |
NRFXXXX, HOUS, MYLXXXX, AAL, AER
|
13F-HR |
11/13/2014, 06:35 AM |
Q2 2014 |
54 |
$1.68B |
+$328M |
-$240M |
+$88M |
AAL, SBGI, MCK, AER, SLB
|
13F-HR |
8/13/2014, 08:59 AM |
Q1 2014 |
53 |
$1.55B |
+$346M |
-$136M |
+$210M |
AAL, SBGI, DAL, MCK, AER
|
13F-HR |
5/14/2014, 02:40 PM |
Q4 2013 |
46 |
$1.41B |
|
|
|
SBGI, EBAY, AAL, MCK, SHPG
|
13F-HR |
2/13/2014, 07:19 AM |