Q4 2024 |
9 |
$142M |
+$9.98M |
-$29.8M |
-$19.9M |
ODD, HAYW, XPOF, RNW, OPI
|
13F-HR |
2/14/2025, 04:17 PM |
Q3 2024 |
17 |
$158M |
+$547K |
-$1.09B |
-$1.09B |
ODD, XPOF, HAYW, RNW, ASTL
|
13F-HR |
11/14/2024, 05:25 PM |
Q2 2024 |
18 |
$1.02B |
+$141K |
-$74.5K |
+$66.9K |
HAYW, ODD, XPOF, RNW, ASTL
|
13F-HR |
8/14/2024, 04:15 PM |
Q1 2024 |
18 |
$1.25B |
+$6.89M |
-$54M |
-$47.1M |
HAYW, ODD, XPOF, RNW, ASTL
|
13F-HR |
5/15/2024, 04:16 PM |
Q4 2023 |
1 |
$82.9M |
$0 |
$0 |
|
ODD
|
New Holdings |
2/20/2024, 04:36 PM |
Q4 2023 |
39 |
$1.18B |
+$5.14M |
-$63.3M |
-$58.1M |
HAYW, ODD, XPOF, RNW, ASTL
|
13F-HR |
2/14/2024, 04:10 PM |
Q3 2023 |
70 |
$1.24B |
+$77.2M |
-$6.81M |
+$70.4M |
HAYW, ODD, XPOF, GASS, RNW
|
13F-HR |
11/14/2023, 04:49 PM |
Q2 2023 |
73 |
$1.09B |
+$15M |
-$224M |
-$209M |
HAYW, GASS, RNW, XPOF, TCRT
|
13F-HR |
8/14/2023, 05:10 PM |
Q1 2023 |
70 |
$1.22B |
+$71.4M |
|
+$71.4M |
HAYW, HYG, HYG, RNW, XPOF
|
13F-HR |
5/15/2023, 04:10 PM |
Q4 2022 |
73 |
$1.01B |
+$6.48M |
-$171M |
-$165M |
HAYW, HYG, RNW, META, BLEU
|
13F-HR |
2/14/2023, 03:05 PM |
Q3 2022 |
77 |
$1.2B |
+$90.4M |
-$32.5M |
+$57.9M |
HAYW, HYG, BKLN, TCRT, RNW
|
Restatement |
6/22/2023, 04:05 PM |
Q2 2022 |
84 |
$1.6B |
+$179M |
-$3.2M |
+$176M |
HAYW, HYG, ASTL, BKLN, TCRT
|
Restatement |
6/22/2023, 04:05 PM |
Q1 2022 |
87 |
$1.83B |
+$143M |
-$3.57B |
-$3.42B |
HAYW, HYG, BV, ASTL, IWM
|
Restatement |
6/22/2023, 04:05 PM |
Q4 2021 |
116 |
$9.07B |
+$5.74B |
-$76.7M |
+$5.67B |
HAYW, BV, SPY, HYG, V
|
Restatement |
6/22/2023, 04:05 PM |
Q3 2021 |
108 |
$2.72B |
+$233M |
-$305M |
-$72.2M |
HAYW, BV, HUM, V, AMZN
|
Restatement |
6/22/2023, 04:05 PM |
Q2 2021 |
105 |
$3.08B |
+$204M |
-$261M |
-$57M |
HAYW, BV, HUM, OWL, V
|
Restatement |
6/22/2023, 04:05 PM |
Q1 2021 |
1 |
$1.23B |
$0 |
$0 |
|
HAYW
|
New Holdings |
6/22/2023, 04:05 PM |
Q1 2021 |
76 |
$1.2B |
+$738M |
-$130M |
+$608M |
BV, TCRT, MTN, BDX, LMT
|
13F-HR |
5/17/2021, 04:05 PM |
Q4 2020 |
38 |
$588M |
+$133M |
-$4.78M |
+$129M |
BV, HYG, TCRT, HYG, CMA
|
13F-HR |
2/16/2021, 03:39 PM |
Q3 2020 |
34 |
$477M |
+$105M |
-$1.19M |
+$104M |
BV, NGHC, TCRT, SRC, HYG
|
13F-HR |
11/16/2020, 03:05 PM |
Q2 2020 |
26 |
$391M |
+$38.4M |
-$25.6M |
+$12.8M |
BV, TCRT, NGHC, CMA, SRC
|
13F-HR |
8/14/2020, 04:13 PM |
Q1 2020 |
25 |
$369M |
+$113M |
-$2.72M |
+$110M |
BV, TCRT, NGHC, AGN, CMA
|
13F-HR |
5/15/2020, 04:05 PM |
Q4 2019 |
18 |
$454M |
+$11.7M |
-$548K |
+$11.2M |
BV, TCRT, NGHC, ICD, GASS
|
13F-HR |
2/14/2020, 03:05 PM |
Q3 2019 |
27 |
$745M |
+$185M |
-$16.7M |
+$169M |
BV, DELL, XLK, TCRT, NGHC
|
13F-HR |
11/14/2019, 03:05 PM |
Q2 2019 |
26 |
$825M |
+$229M |
-$7.41M |
+$221M |
BV, DELL, TCRT, PCG, RHT
|
13F-HR |
8/14/2019, 04:06 PM |
Q1 2019 |
26 |
$808M |
+$217M |
-$551M |
-$334M |
BV, SPY, AABA, QQQ, PCG
|
13F-HR |
5/15/2019, 04:05 PM |
Q4 2018 |
27 |
$1.14B |
+$739M |
-$19.2M |
+$720M |
SPY, BV, AABA, FOX, ICD
|
Restatement |
3/4/2019, 03:05 PM |
Q3 2018 |
37 |
$1.33B |
+$511M |
-$165M |
+$345M |
QQQ, SPY, AABA, XOPXXXX, FOX
|
13F-HR |
11/14/2018, 03:11 PM |
Q2 2018 |
41 |
$2.33B |
+$835M |
-$449M |
+$385M |
SPY, IWM, AABA, SPY, COTY
|
13F-HR |
8/14/2018, 04:17 PM |
Q1 2018 |
32 |
$1.97B |
+$363M |
-$275M |
+$88.3M |
SPY, AABA, COTY, IWM, SPY
|
13F-HR |
5/15/2018, 04:02 PM |
Q4 2017 |
24 |
$1.93B |
+$115M |
-$939M |
-$824M |
SPY, AABA, COTY, HALO, NGHC
|
13F-HR |
2/14/2018, 03:34 PM |
Q3 2017 |
34 |
$3.43B |
+$2.22B |
-$340M |
+$1.88B |
SPY, SPY, MIC, AABA, SSNC
|
13F-HR |
11/14/2017, 03:07 PM |
Q2 2017 |
36 |
$1.61B |
+$424M |
-$402M |
+$21.6M |
AABA, MIC, NXST, SPY, FUN
|
13F-HR |
8/14/2017, 04:08 PM |
Q1 2017 |
34 |
$2.01B |
+$202M |
-$114M |
+$87.6M |
SPY, YHOO, MIC, NXST, CLNS
|
13F-HR |
5/15/2017, 04:07 PM |
Q4 2016 |
33 |
$1.99B |
+$857M |
-$122M |
+$735M |
SPY, YHOO, NSAM, MIC, NXST
|
13F-HR |
2/14/2017, 03:06 PM |
Q3 2016 |
31 |
$1.24B |
+$70.8M |
-$127M |
-$56M |
MIC, NSAM, NXST, SSNC, FUN
|
13F-HR |
11/14/2016, 03:06 PM |
Q2 2016 |
55 |
$1.53B |
+$114M |
-$145M |
-$30.6M |
MIC, FUN, NSAM, NXST, SSNC
|
13F-HR |
8/15/2016, 04:19 PM |
Q1 2016 |
64 |
$1.91B |
+$288M |
-$223M |
+$65.1M |
MIC, SSNC, FUN, NSAM, NXST
|
13F-HR |
5/16/2016, 04:05 PM |
Q4 2015 |
55 |
$2.36B |
+$268M |
-$213M |
+$54.5M |
MIC, SSNC, ENDPQ, FUN, NXST
|
13F-HR |
2/16/2016, 03:05 PM |
Q3 2015 |
63 |
$3.04B |
+$448M |
-$475M |
-$26.7M |
SSNC, MIC, VRX, FUN, ENDPQ
|
13F-HR |
11/16/2015, 03:05 PM |
Q2 2015 |
68 |
$4.95B |
+$1.92B |
-$182M |
+$1.73B |
SPY, SPY, MIC, SSNC, VRX
|
13F-HR |
8/14/2015, 04:06 PM |
Q1 2015 |
71 |
$4.23B |
+$844M |
-$92.5M |
+$751M |
XLY, MIC, SSNC, FUN, SPY
|
13F-HR |
5/15/2015, 04:02 PM |
Q4 2014 |
65 |
$4.23B |
+$1.78B |
-$324M |
+$1.46B |
SPY, XLY, MIC, SSNC, SPY
|
13F-HR |
2/17/2015, 06:18 PM |
Q3 2014 |
57 |
$3.32B |
+$672M |
-$243M |
+$429M |
SPY, MIC, XOPXXXX, SSNC, FUN
|
13F-HR |
11/14/2014, 03:53 PM |
Q2 2014 |
58 |
$3.81B |
+$1.36B |
-$134M |
+$1.22B |
SPY, XLE, MIC, SSNC, FUN
|
13F-HR |
8/14/2014, 04:17 PM |
Q1 2014 |
56 |
$2.63B |
+$645M |
-$83.2M |
+$562M |
MIC, FUN, SSNC, TWX, SIX
|
13F-HR |
5/15/2014, 04:42 PM |
Q4 2013 |
61 |
$2.45B |
|
|
|
MIC, TWX, SSNC, FUN, SIX
|
13F-HR |
2/14/2014, 04:12 PM |