Q2 2025 |
7 |
$100M |
+$8M |
-$20.1M |
-$12.1M |
TFII, WBD, BLDR, XPO, WCC
|
13F-HR |
8/11/2025, 01:44 PM |
Q1 2025 |
8 |
$105M |
+$10.7M |
-$25.7M |
-$15M |
WBD, TFII, XPO, BLDR, UNFI
|
13F-HR |
5/14/2025, 04:35 PM |
Q4 2024 |
10 |
$140M |
+$19.5M |
-$28.1M |
-$8.59M |
XPO, WBD, TFII, UNFI, BLDR
|
13F-HR |
2/14/2025, 08:33 AM |
Q3 2024 |
10 |
$130M |
+$7.12M |
-$7.47M |
-$347K |
XPO, TFII, WCC, UNFI, BLDR
|
13F-HR |
11/14/2024, 02:11 PM |
Q2 2024 |
10 |
$121M |
+$7.49M |
-$6.8M |
+$688K |
XPO, TFII, WCC, UNFI, BLDR
|
13F-HR |
8/5/2024, 07:33 AM |
Q1 2024 |
10 |
$136M |
+$18.6M |
-$16M |
+$2.63M |
XPO, WCC, TFII, BLDR, UNFI
|
13F-HR |
5/13/2024, 11:05 AM |
Q4 2023 |
9 |
$119M |
|
|
|
XPO, WCC, TFII, UNFI, RXO
|
13F-HR |
2/13/2024, 08:50 AM |