Q4 2024 |
112 |
$1.79B |
+$801M |
-$666M |
+$135M |
TAC, AEM, KGC, MLM, GPK
|
13F-HR |
2/12/2025, 12:13 PM |
Q3 2024 |
98 |
$1.68B |
+$523M |
-$559M |
-$36.5M |
GPK, KGC, CNQ, AEM, CP
|
13F-HR |
11/12/2024, 10:06 AM |
Q2 2024 |
78 |
$1.64B |
+$551M |
-$798M |
-$246M |
CNQ, BROS, GPK, AEM, SUI
|
13F-HR |
8/12/2024, 10:12 AM |
Q1 2024 |
128 |
$1.95B |
+$641M |
-$591M |
+$50.1M |
SUI, GPK, FUN, MSFT, CNQ
|
13F-HR |
5/14/2024, 04:03 PM |
Q4 2023 |
153 |
$5.03B |
+$351M |
-$910M |
-$559M |
SUI, CNQ, GPK, CVE, SEAS
|
13F-HR |
2/12/2024, 10:38 AM |
Q3 2023 |
192 |
$6.97B |
+$3.19B |
-$1.34B |
+$1.85B |
SPY, QQQ, LQD, XLE, TLT
|
13F-HR |
11/13/2023, 02:12 PM |
Q2 2023 |
202 |
$5.25B |
+$2.02B |
-$1.47B |
+$554M |
SPY, HYG, QQQ, XOP, CNQ
|
13F-HR |
8/14/2023, 01:35 PM |
Q1 2023 |
161 |
$4.54B |
+$2.36B |
-$502M |
+$1.86B |
SPY, HYG, QQQ, IWM, IWM
|
13F-HR |
5/11/2023, 12:37 PM |
Q4 2022 |
184 |
$6.12B |
+$2.53B |
-$2.25B |
+$288M |
QQQ, DIA, SPY, IWM, IYR
|
13F-HR |
2/10/2023, 09:10 AM |
Q3 2022 |
166 |
$6.57B |
+$3.66B |
-$802M |
+$2.86B |
QQQ, SPY, GLD, TLT, HYG
|
13F-HR |
11/7/2022, 01:29 PM |
Q2 2022 |
162 |
$4.54B |
+$2.59B |
-$3.48B |
-$885M |
QQQ, HYG, SPY, SUI, SPY
|
13F-HR |
8/15/2022, 07:09 AM |
Q1 2022 |
188 |
$7.55B |
+$3.16B |
-$431M |
+$2.73B |
SPY, QQQ, HYG, IYR, IWM
|
13F-HR |
5/9/2022, 11:40 AM |
Q4 2021 |
241 |
$5.9B |
+$1.34B |
-$1.83B |
-$487M |
SPY, HYG, IYR, TLT, IWM
|
13F-HR |
2/14/2022, 11:10 AM |
Q3 2021 |
223 |
$1.95B |
+$524M |
-$357M |
+$166M |
SUI, CVE, GPK, WFG, LAMR
|
13F-HR |
11/2/2021, 02:05 PM |
Q2 2021 |
228 |
$1.76B |
+$560M |
-$590M |
-$30.3M |
SUI, WFG, GPK, CRHXXXX, ELS
|
13F-HR |
8/3/2021, 02:15 PM |
Q1 2021 |
256 |
$1.7B |
+$746M |
-$578M |
+$168M |
SUI, WFG, GPK, MSFT, FUN
|
13F-HR |
5/11/2021, 04:10 PM |
Q4 2020 |
206 |
$1.46B |
+$732M |
-$127M |
+$605M |
FUN, SUI, GPK, HCC, ELS
|
13F-HR |
2/8/2021, 11:52 AM |
Q3 2020 |
164 |
$937M |
+$280M |
-$454M |
-$175M |
SUI, FUN, KL, MSFT, ELS
|
13F-HR |
11/12/2020, 10:10 AM |
Q2 2020 |
140 |
$1.18B |
+$788M |
-$117M |
+$671M |
MSFT, FUN, DHR, ROP, FNV
|
Restatement |
8/14/2020, 03:19 PM |
Q1 2020 |
79 |
$562M |
+$311M |
-$126M |
+$185M |
SUI, ELS, GOLD, ROP, ADP
|
13F-HR |
5/5/2020, 10:27 AM |
Q4 2019 |
144 |
$945M |
+$385M |
-$194M |
+$191M |
ROP, AZPNXXXX, SUI, ELS, AME
|
13F-HR |
2/13/2020, 09:31 AM |
Q3 2019 |
167 |
$889M |
+$456M |
-$298M |
+$157M |
ROP, FNV, SUI, ELS, BAMXXXX
|
Restatement |
11/29/2019, 10:53 AM |
Q2 2019 |
134 |
$899M |
+$358M |
-$279M |
+$78.3M |
BRKB, PLNT, ELS, SUI, ROP
|
13F-HR |
7/23/2019, 10:25 AM |
Q1 2019 |
111 |
$948M |
+$431M |
-$311M |
+$120M |
PLNT, ROP, ELS, SUI, TMO
|
13F-HR |
5/7/2019, 10:56 AM |
Q4 2018 |
92 |
$807M |
+$379M |
-$182M |
+$197M |
ROP, SUI, ELS, CTAS, PAYC
|
Restatement |
2/7/2019, 02:31 PM |
Q3 2018 |
142 |
$997M |
+$417M |
-$174M |
+$243M |
ROP, SUI, ERF, LAMR, PLNT
|
13F-HR |
10/26/2018, 10:56 AM |
Q2 2018 |
139 |
$908M |
+$442M |
-$331M |
+$111M |
ROP, CNQ, ERF, CHD, SIX
|
13F-HR |
8/14/2018, 11:42 AM |
Q1 2018 |
116 |
$949M |
+$457M |
-$192M |
+$264M |
HCC, PLNT, SUI, ROP, CWH
|
13F-HR |
5/8/2018, 12:28 PM |
Q4 2017 |
113 |
$861M |
+$308M |
-$147M |
+$161M |
TECK, CWH, CHD, SUI, QSR
|
13F-HR |
2/9/2018, 01:59 PM |
Q3 2017 |
131 |
$788M |
+$377M |
-$131M |
+$246M |
CWH, QSR, SUI, WTW, FTV
|
13F-HR |
11/13/2017, 10:13 AM |
Q2 2017 |
161 |
$714M |
+$348M |
-$175M |
+$172M |
SUI, SIX, META, QSR, CWH
|
13F-HR |
8/14/2017, 10:44 AM |
Q1 2017 |
156 |
$757M |
+$387M |
-$170M |
+$218M |
SIX, ROP, FANG, SSNC, SUI
|
13F-HR |
5/11/2017, 04:10 PM |
Q4 2016 |
141 |
$671M |
+$418M |
-$90.6M |
+$328M |
ROP, QSR, ADBE, MFC, COST
|
13F-HR |
2/13/2017, 12:49 PM |
Q3 2016 |
105 |
$561M |
+$309M |
-$120M |
+$189M |
KHC, LAD, PAYC, LAMR, EGN
|
13F-HR |
11/14/2016, 09:48 AM |
Q2 2016 |
93 |
$489M |
+$256M |
-$93.7M |
+$162M |
QSR, TSCO, PLAY, PAYC, WCN
|
13F-HR |
8/5/2016, 02:08 PM |
Q1 2016 |
136 |
$494M |
+$289M |
-$225M |
+$64.5M |
META, PLAY, TSCO, STZ, OUT
|
13F-HR |
5/4/2016, 02:19 PM |
Q4 2015 |
178 |
$541M |
+$267M |
-$145M |
+$122M |
COT, CPG, NCLH, PAYC, TYL
|
13F-HR |
2/12/2016, 08:10 AM |
Q3 2015 |
132 |
$473M |
+$248M |
-$93.4M |
+$154M |
CPG, SSNC, UNF, NCLH, V
|
13F-HR |
11/3/2015, 12:44 PM |
Q2 2015 |
92 |
$443M |
+$217M |
-$90M |
+$127M |
LAMR, NCLH, UNF, SIX, ENB
|
13F-HR |
7/30/2015, 09:53 AM |
Q1 2015 |
88 |
$366M |
+$237M |
-$45.6M |
+$191M |
SIX, MGA, QSR, DIS, SBUX
|
13F-HR |
5/11/2015, 04:42 PM |
Q4 2014 |
79 |
$212M |
+$154M |
-$63.5M |
+$90.8M |
SBUX, SIX, ENB, OTEX, DIS
|
13F-HR |
2/11/2015, 11:40 AM |
Q3 2014 |
40 |
$140M |
+$36.2M |
-$29M |
+$7.25M |
AONXXXX, SSNC, ROP, EXP, SIX
|
13F-HR |
11/12/2014, 01:18 PM |
Q2 2014 |
66 |
$205M |
+$143M |
-$46.1M |
+$97.1M |
AONXXXX, MLM, SSNC, ROP, OMC
|
13F-HR |
8/13/2014, 03:20 PM |
Q1 2014 |
71 |
$182M |
+$87.5M |
-$46.8M |
+$40.6M |
DIS, EXP, AMTD, AAPL, ROP
|
13F-HR |
5/15/2014, 03:50 PM |
Q4 2013 |
86 |
$261M |
|
|
|
DIS, SLF, LEN, ROP, X
|
13F-HR |
2/14/2014, 10:05 AM |