Q4 2024 |
64 |
$569M |
+$6.08M |
-$13.9M |
-$7.84M |
TDW, BLDR, LXU, JEF, WFG
|
13F-HR |
2/12/2025, 07:51 AM |
Q3 2024 |
61 |
$657M |
+$35.9M |
-$8.1M |
+$27.8M |
TDW, BLDR, LXU, WFG, FPH
|
13F-HR |
11/14/2024, 08:09 AM |
Q2 2024 |
60 |
$638M |
+$41.6M |
-$101M |
-$59.8M |
TDW, BLDR, LXU, WFG, WLK
|
13F-HR |
8/14/2024, 05:07 PM |
Q1 2024 |
57 |
$737M |
+$14.1M |
-$96.8M |
-$82.7M |
TDW, BLDR, LXU, WFG, WLK
|
13F-HR |
5/15/2024, 04:47 PM |
Q4 2023 |
58 |
$695M |
+$3.43M |
-$50.9M |
-$47.4M |
TDW, BLDR, LXU, WLK, WFG
|
13F-HR |
2/14/2024, 02:57 PM |
Q3 2023 |
67 |
$681M |
+$54M |
-$35.4M |
+$18.6M |
TDW, BLDR, LXU, WLK, WFG
|
13F-HR |
11/14/2023, 11:05 AM |
Q2 2023 |
65 |
$619M |
+$25.3M |
-$97.7M |
-$72.4M |
TDW, BLDR, WFG, LXU, WLK
|
13F-HR |
8/14/2023, 12:17 PM |
Q1 2023 |
60 |
$568M |
+$8.81M |
-$23.4M |
-$14.6M |
TDW, BLDR, WLK, LXU, WFG
|
13F-HR |
5/12/2023, 05:09 PM |
Q4 2022 |
64 |
$502M |
+$19.6M |
-$19.5M |
+$61.2K |
TDW, BLDR, LXU, WFG, WLK
|
Restatement |
3/2/2023, 04:51 PM |
Q3 2022 |
65 |
$421M |
+$26.5M |
-$10.2M |
+$16.4M |
BLDR, TDW, WFG, LXU, WLK
|
13F-HR |
11/14/2022, 03:24 PM |
Q2 2022 |
68 |
$402M |
+$14.3M |
-$9.55M |
+$4.78M |
BLDR, TDW, WFG, LXU, WLK
|
13F-HR |
8/12/2022, 05:12 PM |
Q1 2022 |
67 |
$494M |
+$31.8M |
-$9.81M |
+$21.9M |
BLDR, TDW, LXU, WFG, WLK
|
13F-HR |
5/16/2022, 05:10 PM |
Q4 2021 |
74 |
$493M |
+$15.7M |
-$49.5M |
-$33.9M |
BLDR, WFG, TDW, LXU, JEF
|
13F-HR |
2/14/2022, 04:26 PM |
Q3 2021 |
73 |
$436M |
+$12.6M |
-$5.65M |
+$6.95M |
BLDR, WFG, TDW, WLK, JEF
|
13F-HR |
11/15/2021, 05:11 PM |
Q2 2021 |
74 |
$398M |
+$16.2M |
-$19.3M |
-$3.07M |
BLDR, WFG, TDW, WLK, JEF
|
13F-HR |
8/16/2021, 05:11 PM |
Q1 2021 |
72 |
$396M |
+$98.9M |
-$91.9M |
+$7.03M |
BLDR, TDW, WFG, WLK, JEF
|
13F-HR |
5/17/2021, 01:47 PM |
Q4 2020 |
65 |
$343M |
+$18.1M |
-$10.2M |
+$7.91M |
BLDR, BMCH, OSB, TDW, WLK
|
13F-HR |
2/16/2021, 03:39 PM |
Q3 2020 |
57 |
$254M |
+$10.7M |
-$25.2M |
-$14.5M |
BLDR, BMCH, WLK, TDW, OSB
|
13F-HR |
11/16/2020, 01:09 PM |
Q2 2020 |
59 |
$231M |
+$31.1M |
-$12.9M |
+$18.3M |
BLDR, BMCH, GAN, WLK, TDW
|
13F-HR |
8/14/2020, 02:48 PM |
Q1 2020 |
56 |
$170M |
+$18.2M |
-$12.4M |
+$5.84M |
BMCH, BLDR, TDW, WLK, EAF
|
13F-HR |
5/15/2020, 12:40 PM |
Q4 2019 |
56 |
$313M |
+$21.7M |
-$25.8M |
-$4.16M |
BLDR, TDW, BMCH, WLK, OSB
|
13F-HR |
2/14/2020, 02:23 PM |
Q3 2019 |
54 |
$280M |
+$15.9M |
-$12.8M |
+$3.1M |
BMCH, BLDR, TDW, WLK, OSB
|
Restatement |
2/25/2020, 09:36 AM |
Q2 2019 |
57 |
$286M |
+$17.1M |
-$25.2M |
-$8.17M |
BMCH, BLDR, TDW, WLK, OSB
|
13F-HR |
8/14/2019, 02:59 PM |
Q1 2019 |
60 |
$280M |
+$15M |
-$8.56M |
+$6.42M |
BMCH, BLDR, WLK, TDW, OSB
|
13F-HR |
5/14/2019, 03:07 PM |
Q4 2018 |
64 |
$253M |
+$20M |
-$23.5M |
-$3.54M |
BMCH, BLDR, WLK, TDW, OSB
|
13F-HR |
2/14/2019, 04:48 PM |
Q3 2018 |
68 |
$379M |
+$11.8M |
-$7.53M |
+$4.25M |
BMCH, BLDR, CVCO, LXU, WLK
|
13F-HR |
11/14/2018, 03:46 PM |
Q2 2018 |
61 |
$383M |
+$31.4M |
-$7.83M |
+$23.6M |
BMCH, BLDR, WLK, CVCO, OSB
|
13F-HR |
8/7/2018, 05:23 PM |
Q1 2018 |
65 |
$360M |
+$5.43M |
-$8.41M |
-$2.98M |
BMCH, BLDR, WLK, CVCO, TDW
|
13F-HR |
5/15/2018, 09:11 AM |
Q4 2017 |
60 |
$383M |
+$26.9M |
-$17.3M |
+$9.57M |
BMCH, BLDR, WLK, CVCO, LXU
|
13F-HR |
2/8/2018, 01:39 PM |
Q3 2017 |
53 |
$364M |
+$30M |
-$28M |
+$1.99M |
BMCH, BLDR, WLK, CVCO, LXU
|
13F-HR |
11/13/2017, 02:23 PM |
Q2 2017 |
43 |
$234M |
+$3.48M |
-$1.62M |
+$1.86M |
BLDR, LXU, WLK, PHX, LUK
|
13F-HR |
8/9/2017, 04:50 PM |
Q1 2017 |
48 |
$339M |
+$2.45M |
-$8.66M |
-$6.21M |
BMCH, BLDR, LXU, WLK, CVCO
|
13F-HR |
5/11/2017, 04:32 PM |
Q4 2016 |
47 |
$328M |
+$10.8M |
-$4.91M |
+$5.84M |
BMCH, BLDR, LXU, PHX, CVCO
|
13F-HR |
2/14/2017, 08:43 AM |
Q3 2016 |
48 |
$286M |
+$11.2M |
-$6.33M |
+$4.85M |
BMCH, BLDR, CVCO, LXU, WLK
|
13F-HR |
11/9/2016, 01:20 PM |
Q2 2016 |
51 |
$278M |
+$40.9M |
-$52.8M |
-$11.8M |
BMCH, BLDR, LXU, CVCO, ATW
|
13F-HR |
8/11/2016, 05:19 PM |
Q1 2016 |
52 |
$275M |
+$30.9M |
-$7.59M |
+$23.3M |
BMCH, LXU, BLDR, CVCO, PHX
|
Restatement |
5/25/2016, 12:42 PM |
Q4 2015 |
51 |
$243M |
+$115M |
-$13.3M |
+$102M |
BMCH, BLDR, CVCO, PHX, LUK
|
13F-HR |
2/16/2016, 07:42 AM |
Q3 2015 |
45 |
$150M |
+$15.8M |
-$10.5M |
+$5.28M |
BLDR, PHX, LUK, CVCO, LXU
|
13F-HR |
11/16/2015, 11:07 AM |
Q2 2015 |
52 |
$180M |
+$3.52M |
-$11.9M |
-$8.35M |
BLDR, PHX, LUK, LXU, CVCO
|
13F-HR |
8/17/2015, 12:26 PM |
Q1 2015 |
52 |
$173M |
+$98.7K |
-$4.68M |
-$4.59M |
BLDR, PHX, LXU, CVCO, LUK
|
13F-HR |
5/15/2015, 03:19 PM |
Q4 2014 |
54 |
$178M |
+$14.3M |
-$7.39M |
+$6.95M |
BLDR, PHX, CVCO, LUK, LXU
|
13F-HR |
2/18/2015, 11:10 AM |
Q3 2014 |
62 |
$202M |
+$13.7M |
-$35.2M |
-$21.5M |
PHX, LUK, BLDR, LXU, CVCO
|
13F-HR |
11/14/2014, 02:41 PM |
Q2 2014 |
63 |
$255M |
+$5.15M |
-$17.5M |
-$12.4M |
PHX, BLDR, LXU, CVCO, LUK
|
13F-HR |
8/8/2014, 04:08 PM |
Q1 2014 |
60 |
$261M |
+$6.29M |
-$10.6M |
-$4.35M |
PHX, BLDR, LUK, LXU, CVCO
|
13F-HR |
5/15/2014, 03:22 PM |
Q4 2013 |
60 |
$248M |
|
|
|
BLDR, PHX, LUK, LXU, ATW
|
13F-HR |
2/14/2014, 09:25 AM |