Q4 2024 |
69 |
$4.78B |
+$267M |
-$178M |
+$88.8M |
CLH, BWXT, ENTG, HALO, INGR
|
13F-HR |
2/14/2025, 11:03 AM |
Q3 2024 |
69 |
$4.81B |
+$216M |
-$169M |
+$47.3M |
CLH, HALO, BWXT, ENTG, INGR
|
13F-HR |
11/14/2024, 10:35 AM |
Q2 2024 |
68 |
$4.46B |
+$192M |
-$360M |
-$169M |
CLH, ENTG, HALO, BWXT, INGR
|
13F-HR |
8/14/2024, 10:39 AM |
Q1 2024 |
66 |
$4.67B |
+$261M |
-$223M |
+$38.5M |
CLH, ENTG, BWXT, INGR, HALO
|
13F-HR |
5/15/2024, 10:40 AM |
Q4 2023 |
70 |
$4.44B |
+$118M |
-$753M |
-$635M |
CLH, ENTG, BWXT, INGR, KBR
|
13F-HR |
2/14/2024, 10:50 AM |
Q3 2023 |
71 |
$4.43B |
+$163M |
-$138M |
+$24.6M |
CLH, BWXT, ENTG, KBR, HALO
|
13F-HR |
11/14/2023, 10:47 AM |
Q2 2023 |
72 |
$4.7B |
+$55.7M |
-$268M |
-$212M |
CLH, ENTG, BWXT, KBR, HALO
|
13F-HR |
8/14/2023, 12:01 PM |
Q1 2023 |
72 |
$4.69B |
+$172M |
-$44.1M |
+$128M |
CLH, BWXT, KBR, ENTG, HALO
|
13F-HR |
5/15/2023, 11:05 AM |
Q4 2022 |
74 |
$4.43B |
+$184M |
-$48.6M |
+$135M |
CLH, HALO, UGI, BWXT, KBR
|
13F-HR |
2/14/2023, 09:47 AM |
Q3 2022 |
71 |
$3.91B |
+$489M |
-$17.3M |
+$471M |
CLH, HALO, ENTG, UGI, BWXT
|
13F-HR |
11/14/2022, 10:17 AM |
Q2 2022 |
72 |
$3.69B |
+$305M |
-$14.9M |
+$290M |
HALO, CLH, UGI, ENTG, BWXT
|
13F-HR |
8/15/2022, 10:43 AM |
Q1 2022 |
76 |
$3.93B |
+$100M |
-$119M |
-$18.9M |
CLH, ENTG, HALO, UGI, KBR
|
13F-HR |
5/16/2022, 11:00 AM |
Q4 2021 |
77 |
$4.14B |
+$207M |
-$91.3M |
+$115M |
ENTG, UGI, CLH, HALO, KBR
|
13F-HR |
2/14/2022, 10:04 AM |
Q3 2021 |
77 |
$3.78B |
+$391M |
-$110M |
+$282M |
ENTG, CLH, UGI, HALO, KAR
|
13F-HR |
11/15/2021, 11:02 AM |
Q2 2021 |
77 |
$3.57B |
+$218M |
-$280M |
-$61.2M |
ENTG, UGI, HALO, CLH, KAR
|
13F-HR |
8/16/2021, 10:12 AM |
Q1 2021 |
77 |
$3.48B |
+$335M |
-$99.9M |
+$235M |
ENTG, UGI, CLH, HALO, TCF
|
13F-HR |
5/17/2021, 10:10 AM |
Q4 2020 |
74 |
$3.05B |
+$258M |
-$70.2M |
+$188M |
ENTG, HALO, CLH, UGI, WWD
|
13F-HR |
2/16/2021, 09:44 AM |
Q3 2020 |
74 |
$2.33B |
+$120M |
-$85.8M |
+$34.5M |
ENTG, UGI, HALO, CPRT, HELE
|
13F-HR |
11/13/2020, 09:49 AM |
Q2 2020 |
73 |
$2.21B |
+$135M |
-$55.6M |
+$79.6M |
ENTG, HALO, UGI, HELE, CLH
|
13F-HR |
8/14/2020, 10:34 AM |
Q1 2020 |
75 |
$1.76B |
+$57.8M |
-$137M |
-$79.3M |
ENTG, HALO, EBS, HELE, KAR
|
13F-HR |
5/15/2020, 10:31 AM |
Q4 2019 |
71 |
$2.54B |
+$257M |
-$59.3M |
+$197M |
ENTG, WWD, IAA, KAR, CLH
|
13F-HR |
2/14/2020, 09:25 AM |
Q3 2019 |
72 |
$2.28B |
+$142M |
-$49.3M |
+$92.4M |
ENTG, KAR, IAA, WWD, CLH
|
13F-HR |
11/14/2019, 09:30 AM |
Q2 2019 |
74 |
$2.23B |
+$170M |
-$157M |
+$12.8M |
ENTG, HEIA, WWD, IAA, IEX
|
13F-HR |
8/14/2019, 10:36 AM |
Q1 2019 |
73 |
$2.12B |
+$139M |
-$59M |
+$79.9M |
ENTG, KAR, HEIA, CPRT, WWD
|
13F-HR |
5/15/2019, 10:40 AM |
Q4 2018 |
72 |
$1.85B |
+$78.6M |
-$137M |
-$58.1M |
ENTG, KAR, CPRT, HEIA, UGI
|
13F-HR |
2/14/2019, 09:33 AM |
Q3 2018 |
71 |
$2.25B |
+$76.9M |
-$63M |
+$14M |
KAR, HEIA, ENTG, CPRT, UGI
|
13F-HR |
11/14/2018, 10:06 AM |
Q2 2018 |
71 |
$2.11B |
+$101M |
-$47.1M |
+$53.4M |
KAR, CPRT, ENTG, HEIA, IEX
|
13F-HR |
8/14/2018, 10:33 AM |
Q1 2018 |
70 |
$2.03B |
+$51.7M |
-$36.4M |
+$15.3M |
CPRT, ENTG, KAR, HEIA, IEX
|
13F-HR |
5/14/2018, 12:28 PM |
Q4 2017 |
70 |
$2.01B |
+$124M |
-$126M |
-$2.34M |
CPRT, KAR, ENTG, INGR, HEIA
|
13F-HR |
2/13/2018, 10:39 AM |
Q3 2017 |
69 |
$2B |
+$75.8M |
-$119M |
-$43M |
CPRT, KAR, ENTG, HEIA, IEX
|
13F-HR |
11/14/2017, 10:38 AM |
Q2 2017 |
69 |
$1.89B |
+$131M |
-$50.3M |
+$81.2M |
CPRT, IEX, KAR, HEIA, INGR
|
13F-HR |
8/14/2017, 12:15 PM |
Q1 2017 |
68 |
$1.9B |
+$189M |
-$9.32M |
+$179M |
CPRT, KAR, INGR, HEIA, ENTG
|
13F-HR |
5/12/2017, 01:13 PM |
Q4 2016 |
66 |
$1.65B |
+$42.5M |
-$62M |
-$19.5M |
CPRT, KAR, INGR, HEIA, IEX
|
13F-HR |
2/13/2017, 02:30 PM |
Q3 2016 |
69 |
$1.6B |
+$111M |
-$42.5M |
+$68.6M |
CPRT, INGR, KAR, IEX, UGI
|
13F-HR |
11/14/2016, 10:48 AM |
Q2 2016 |
71 |
$1.54B |
+$101M |
-$26.1M |
+$74.6M |
INGR, KAR, CPRT, UGI, IEX
|
13F-HR |
8/11/2016, 05:29 PM |
Q1 2016 |
70 |
$1.47B |
+$76M |
-$121M |
-$45M |
INGR, KAR, WCN, CPRT, IEX
|
13F-HR |
5/12/2016, 02:18 PM |
Q4 2015 |
69 |
$1.45B |
+$37.9M |
-$168M |
-$130M |
INGR, KAR, WCN, CPRT, IEX
|
13F-HR |
2/11/2016, 12:35 PM |
Q3 2015 |
73 |
$1.54B |
+$61.4M |
-$108M |
-$46.4M |
KAR, INGR, WCN, IEX, CPRT
|
13F-HR |
11/10/2015, 05:02 PM |
Q2 2015 |
69 |
$1.78B |
+$73.4M |
-$135M |
-$61.5M |
KAR, INGR, WCN, IEX, HEIA
|
13F-HR |
8/12/2015, 01:29 PM |
Q1 2015 |
69 |
$1.97B |
+$51.7M |
-$40.2M |
+$11.5M |
KAR, WCN, INGR, IEX, CPRT
|
13F-HR |
5/14/2015, 01:40 PM |
Q4 2014 |
67 |
$1.9B |
+$39.3M |
-$40.8M |
-$1.45M |
INGR, KAR, IEX, WCN, CPRT
|
13F-HR |
2/11/2015, 01:26 PM |
Q3 2014 |
65 |
$1.79B |
+$42.8M |
-$203M |
-$160M |
WCN, INGR, KAR, IEX, CLH
|
13F-HR |
11/10/2014, 12:42 PM |
Q2 2014 |
66 |
$2.16B |
+$179M |
-$26.2M |
+$153M |
CLH, WCN, INGR, IEX, KAR
|
13F-HR |
8/12/2014, 02:42 PM |
Q1 2014 |
65 |
$1.92B |
+$61.6M |
-$106M |
-$44.3M |
WCN, KAR, INGR, CLH, IEX
|
13F-HR |
5/9/2014, 11:58 AM |
Q4 2013 |
65 |
$2.03B |
|
|
|
CLH, WCN, INGR, KAR, CPRT
|
13F-HR |
2/10/2014, 02:30 PM |