Q4 2024 |
271 |
$954M |
+$168M |
-$143M |
+$24.7M |
MSFT, AAPL, NVDA, AMZN, GOOG
|
13F-HR |
2/4/2025, 05:05 PM |
Q3 2024 |
271 |
$931M |
+$625M |
-$87.2M |
+$538M |
MSFT, NVDA, AAPL, AMZN, GOOG
|
13F-HR |
11/13/2024, 01:46 PM |
Q2 2024 |
175 |
$365M |
+$119M |
-$78.6M |
+$40M |
INVA, CMRE, ACT, JXN, FRME
|
13F-HR |
8/9/2024, 03:55 PM |
Q1 2024 |
441 |
$338M |
+$64M |
-$63.2M |
+$796K |
JXN, GPOR, BXC, VCTR, RUSHA
|
13F-HR |
4/19/2024, 12:56 PM |
Q4 2023 |
450 |
$327M |
+$59.4M |
-$61M |
-$1.53M |
BXC, CCS, NMRK, HTLF, BKE
|
13F-HR |
1/19/2024, 04:48 PM |
Q3 2023 |
467 |
$285M |
+$60.5M |
-$38.9M |
+$21.6M |
PBF, GOGL, ENVA, CNXN, INVA
|
13F-HR |
10/19/2023, 01:00 PM |
Q2 2023 |
469 |
$285M |
+$85.7M |
-$33.2M |
+$52.5M |
RYI, AEL, BCC, CMRE, MHO
|
13F-HR |
7/18/2023, 03:10 PM |
Q1 2023 |
436 |
$240M |
+$42.3M |
-$23.9M |
+$18.4M |
MHO, WOR, CCS, MDC, RUSHA
|
13F-HR |
4/21/2023, 05:01 PM |
Q4 2022 |
415 |
$239M |
+$42.6M |
-$27.6M |
+$15M |
MHO, RUSHA, INVA, BXC, HTH
|
13F-HR |
2/9/2023, 10:45 AM |
Q3 2022 |
341 |
$211M |
+$38.4M |
-$19.5M |
+$18.9M |
IBOC, NTB, RUSHA, TOWN, GHC
|
13F-HR |
10/25/2022, 03:12 PM |
Q2 2022 |
359 |
$229M |
|
|
|
SNEX, GEF, GOLF, SEM, USM
|
New Holdings |
7/19/2022, 07:18 PM |
Q2 2022 |
359 |
$229M |
+$43.4M |
-$22M |
+$21.5M |
SNEX, GEF, GOLF, SEM, USM
|
13F-HR |
7/18/2022, 04:37 PM |
Q1 2022 |
364 |
$259M |
+$43.3M |
-$19.2M |
+$24.1M |
CMRE, IMKTA, GEF, KW, GHC
|
13F-HR |
4/19/2022, 04:27 PM |
Q4 2021 |
371 |
$267M |
+$56M |
-$30.9M |
+$25.2M |
IMKTA, MHO, GHC, SANM, RUSHA
|
13F-HR |
1/21/2022, 12:10 PM |
Q3 2021 |
277 |
$239M |
+$57.1M |
-$80M |
-$22.9M |
INVA, CMRE, CUBI, GEF, RUSHA
|
13F-HR |
10/12/2021, 01:43 PM |
Q2 2021 |
268 |
$261M |
+$48.4M |
-$117M |
-$68.7M |
BCEI, CAI, INVA, EIG, MEI
|
13F-HR |
8/19/2021, 07:01 PM |
Q1 2021 |
361 |
$325M |
+$58.6M |
-$403M |
-$344M |
MHO, AGM, HOPE, GEF, RUSHA
|
13F-HR |
4/26/2021, 12:42 PM |
Q4 2020 |
372 |
$585M |
+$102M |
-$84.8M |
+$17.2M |
BRKB, JPM, LYB, BAC, HPQ
|
13F-HR |
1/20/2021, 01:08 PM |
Q3 2020 |
357 |
$504M |
+$90.8M |
-$94M |
-$3.22M |
LYB, BRKB, JPM, VZ, BAC
|
13F-HR |
10/15/2020, 06:59 PM |
Q2 2020 |
360 |
$515M |
+$130M |
-$137M |
-$7.03M |
JPM, BAC, MTB, VZ, PFG
|
13F-HR |
7/23/2020, 03:31 PM |
Q1 2020 |
326 |
$460M |
+$98.8M |
-$75.4M |
+$23.4M |
BRKB, JPM, BAC, DOX, XOM
|
13F-HR |
4/22/2020, 06:18 PM |
Q4 2019 |
307 |
$705M |
+$160M |
-$133M |
+$27.3M |
BRKB, PARA, BAC, VZ, WFC
|
13F-HR |
1/29/2020, 05:28 PM |
Q3 2019 |
288 |
$715M |
+$178M |
-$105M |
+$73M |
WFC, BAC, CNA, T, VZ
|
13F-HR |
10/9/2019, 02:30 PM |
Q2 2019 |
288 |
$669M |
+$151M |
-$109M |
+$42.3M |
BAC, T, WFC, TSN, CNA
|
13F-HR |
7/5/2019, 05:37 PM |
Q1 2019 |
250 |
$625M |
+$87.8M |
-$111M |
-$23.4M |
T, WFC, ARW, TSN, VZ
|
Restatement |
4/11/2019, 06:17 PM |
Q4 2018 |
232 |
$599M |
+$116M |
-$83.2M |
+$32.9M |
VZ, WFC, BRKB, AFL, ARW
|
13F-HR |
1/14/2019, 05:37 PM |
Q3 2018 |
243 |
$681M |
+$137M |
-$105M |
+$32.9M |
VZ, WFC, ARW, T, AFL
|
13F-HR |
10/5/2018, 08:17 PM |
Q2 2018 |
260 |
$665M |
+$159M |
-$69.1M |
+$90.3M |
WFC, ARW, VZ, WMT, PFG
|
13F-HR |
7/10/2018, 08:05 PM |
Q1 2018 |
251 |
$624M |
+$127M |
-$87.7M |
+$39.4M |
WFC, PFG, WMT, VZ, BFB
|
13F-HR |
4/23/2018, 01:43 PM |
Q4 2017 |
255 |
$645M |
+$121M |
-$97.3M |
+$23.2M |
WFC, WMT, DFS, PFG, BFB
|
13F-HR |
1/23/2018, 05:09 PM |
Q3 2017 |
251 |
$605M |
+$107M |
-$93.7M |
+$12.8M |
WFC, WMT, PPC, GM, PPL
|
13F-HR |
10/18/2017, 06:32 PM |
Q2 2017 |
252 |
$612M |
+$102M |
-$131M |
-$28.4M |
WFC, EG, SCCO, ORCL, WMT
|
13F-HR |
7/14/2017, 03:01 PM |
Q1 2017 |
254 |
$681M |
+$182M |
-$58M |
+$124M |
PPC, WFC, SCCO, WMT, EG
|
13F-HR |
4/6/2017, 08:35 PM |
Q4 2016 |
260 |
$576M |
+$87M |
-$173M |
-$85.6M |
WFC, EG, SCCO, DISCA, AVT
|
13F-HR |
1/9/2017, 06:11 PM |
Q3 2016 |
254 |
$658M |
+$163M |
-$79M |
+$83.7M |
WFC, EG, WMT, DISCA, PPC
|
13F-HR |
10/25/2016, 06:35 PM |
Q2 2016 |
250 |
$581M |
+$215M |
-$37.9M |
+$177M |
JPM, WFC, SCG, CA, EG
|
13F-HR |
7/13/2016, 06:35 PM |
Q1 2016 |
251 |
$447M |
+$83.9M |
-$61.1M |
+$22.8M |
EG, SCG, WFC, CA, AVT
|
13F-HR |
4/11/2016, 01:14 PM |
Q4 2015 |
254 |
$446M |
+$82.4M |
-$26.9M |
+$55.4M |
XOM, EG, LEA, CA, AVT
|
13F-HR |
1/6/2016, 07:31 PM |
Q3 2015 |
262 |
$433M |
+$77.1M |
-$35.1M |
+$41.9M |
XOM, EG, LEA, AVT, CA
|
13F-HR |
10/6/2015, 02:32 PM |
Q2 2015 |
272 |
$459M |
+$128M |
-$58.7M |
+$69.4M |
XOM, EG, CA, JPM, LEA
|
13F-HR |
7/8/2015, 05:44 PM |
Q1 2015 |
254 |
$436M |
+$134M |
-$42.9M |
+$91M |
CA, LEA, XOM, AVT, EG
|
13F-HR |
4/16/2015, 06:35 PM |
Q4 2014 |
233 |
$354M |
+$69.3M |
-$44.9M |
+$24.5M |
CA, RGA, LEA, STI, JLL
|
13F-HR |
1/6/2015, 05:25 PM |
Q3 2014 |
214 |
$347M |
+$58M |
-$25.2M |
+$32.8M |
ETR, TRW, CA, RGA, PRE
|
13F-HR |
10/9/2014, 06:50 PM |
Q2 2014 |
232 |
$365M |
+$75.8M |
-$37.6M |
+$38.2M |
TRW, AVT, CA, UHAL, ETR
|
13F-HR |
7/16/2014, 03:30 PM |
Q1 2014 |
237 |
$347M |
+$67M |
-$27.8M |
+$39.1M |
AVT, TRW, ARW, BG, LLLXXXX
|
Restatement |
4/17/2014, 01:35 PM |
Q4 2013 |
234 |
$318M |
|
|
|
TRW, AVT, BG, ARW, LLLXXXX
|
13F-HR |
1/28/2014, 06:53 PM |