Q4 2024 |
12 |
$641M |
+$4.97M |
-$130M |
-$125M |
CHTR, BBWI, PGR, CDW, LAMR
|
Restatement |
2/26/2025, 04:40 PM |
Q3 2024 |
12 |
$778M |
+$47.8M |
-$77.9M |
-$30.1M |
PGR, CHTR, LAMR, CDW, BBWI
|
13F-HR |
11/13/2024, 07:14 PM |
Q2 2024 |
11 |
$771M |
+$48.5M |
-$55.4M |
-$6.94M |
PGR, CHTR, LAMR, BBWI, CDW
|
13F-HR |
8/14/2024, 05:31 PM |
Q1 2024 |
10 |
$829M |
+$88.3M |
-$89M |
-$667K |
PGR, BBWI, CDW, CHTR, LAMR
|
13F-HR |
5/14/2024, 04:06 PM |
Q4 2023 |
10 |
$759M |
+$82.6M |
-$156M |
-$73.4M |
PGR, CDW, BBWI, LAMR, KMX
|
13F-HR |
2/14/2024, 04:23 PM |
Q3 2023 |
10 |
$767M |
+$26M |
-$17.3M |
+$8.63M |
LBRDK, PGR, CDW, ATVI, BBWI
|
13F-HR |
11/14/2023, 02:24 PM |
Q2 2023 |
10 |
$739M |
+$15.2M |
-$41.1M |
-$25.8M |
LBRDK, PGR, CDW, ATVI, BBWI
|
13F-HR |
8/14/2023, 06:22 PM |
Q1 2023 |
10 |
$766M |
+$91.2M |
-$47.2M |
+$43.9M |
LBRDK, PGR, CDW, ATVI, BBWI
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
11 |
$689M |
+$34.7M |
|
+$34.7M |
ATVI, LBRDK, BBWI, PGR, CDW
|
13F-HR |
2/14/2023, 02:44 PM |
Q3 2022 |
10 |
$604M |
+$216M |
|
+$216M |
ATVI, LBRDK, PGR, BBWI, CDW
|
13F-HR |
11/14/2022, 02:49 PM |
Q2 2022 |
9 |
$443M |
+$67.1M |
-$11.7M |
+$55.4M |
LBRDK, ATVI, KMX, PGR, CDW
|
13F-HR |
8/15/2022, 03:51 PM |
Q1 2022 |
1 |
$55.5M |
|
|
|
BBWI
|
New Holdings |
5/17/2022, 03:15 PM |
Q1 2022 |
8 |
$431M |
+$40.1M |
-$7.38M |
+$32.7M |
LBRDK, ATVI, CDW, PGR, KMX
|
13F-HR |
5/16/2022, 08:45 PM |
Q4 2021 |
11 |
$548M |
+$104M |
-$36.9M |
+$67M |
LBRDK, BBWI, CDW, ZBRA, KMX
|
13F-HR |
2/14/2022, 03:37 PM |
Q3 2021 |
10 |
$473M |
+$111M |
-$132M |
-$21.6M |
LBRDK, BBWI, KMX, ZBRA, CDW
|
13F-HR |
11/15/2021, 04:26 PM |
Q2 2021 |
9 |
$504M |
$0 |
-$13.7M |
-$13.7M |
LBRDK, LB, ZBRA, KMX, CDW
|
13F-HR |
8/16/2021, 05:14 PM |
Q1 2021 |
9 |
$473M |
$0 |
-$42.7M |
-$42.7M |
LBRDK, LB, KMX, ZBRA, CDW
|
13F-HR |
5/18/2021, 12:29 PM |
Q4 2020 |
9 |
$434M |
+$51.5M |
|
+$51.5M |
LBRDK, LB, QRTEA, ZBRA, KMX
|
13F-HR |
2/16/2021, 07:29 PM |
Q3 2020 |
10 |
$362M |
|
|
|
LBRDK, LB, GLIBA, KMX, QRTEA
|
13F-HR |
11/16/2020, 03:38 PM |
Q2 2020 |
10 |
$322M |
+$4.25M |
-$132M |
-$128M |
LBRDK, QRTEA, KMX, GLIBA, CDW
|
13F-HR |
8/14/2020, 04:22 PM |
Q1 2020 |
12 |
$355M |
+$63M |
|
+$63M |
LBRDK, ZBRA, GLIBA, CDW, QRTEA
|
13F-HR |
5/15/2020, 04:40 PM |
Q4 2019 |
9 |
$455M |
+$2.35M |
-$232M |
-$230M |
ZBRA, LBRDK, GLIBA, WAIR, CDW
|
13F-HR |
2/12/2020, 02:16 PM |
Q3 2019 |
10 |
$629M |
+$1.96M |
-$42.5M |
-$40.5M |
CDW, LBRDK, ZBRA, WAIR, GLIBA
|
13F-HR |
11/14/2019, 02:46 PM |
Q2 2019 |
10 |
$691M |
+$8.7M |
-$226M |
-$217M |
WAIR, ZBRA, LBRDK, CDW, GLIBA
|
13F-HR |
8/14/2019, 04:22 PM |
Q1 2019 |
9 |
$856M |
|
-$16.1M |
-$16.1M |
ZBRA, CDW, LBRDK, QRTEA, GLIBA
|
13F-HR |
5/15/2019, 04:33 PM |
Q4 2018 |
10 |
$770M |
+$103M |
-$73.5M |
+$30M |
QRTEA, ZBRA, CDW, LB, LBRDK
|
13F-HR |
2/14/2019, 03:40 PM |
Q3 2018 |
10 |
$961M |
+$37.5M |
|
+$37.5M |
QRTEA, GLIBA, ZBRA, CDW, WAIR
|
13F-HR |
11/14/2018, 04:30 PM |
Q2 2018 |
10 |
$882M |
+$248M |
-$58.3M |
+$189M |
QRTEA, LB, WAIR, CDW, ZBRA
|
13F-HR |
8/14/2018, 04:14 PM |
Q1 2018 |
10 |
$878M |
+$189M |
-$80.4M |
+$109M |
QRTEAXXXX, ZBRA, CDW, WAIR, GLIBA
|
13F-HR |
5/14/2018, 08:40 PM |
Q4 2017 |
11 |
$830M |
+$133M |
-$68.3M |
+$64.6M |
QRTEAXXXX, CDW, ZBRA, LVNTA, WAIR
|
13F-HR |
2/14/2018, 05:34 PM |
Q3 2017 |
12 |
$770M |
+$18.1M |
-$3.63M |
+$14.5M |
QRTEAXXXX, ZBRA, CDW, WAIR, COMM
|
13F-HR |
11/14/2017, 03:44 PM |
Q2 2017 |
13 |
$765M |
+$56.8M |
|
+$56.8M |
QRTEAXXXX, ZBRA, CDW, WAIR, COMM
|
13F-HR |
8/14/2017, 05:40 PM |
Q1 2017 |
13 |
$667M |
+$29.6M |
-$66.2M |
-$36.6M |
QRTEAXXXX, ZBRA, CDW, WAIR, COMM
|
13F-HR |
5/15/2017, 04:44 PM |
Q4 2016 |
13 |
$688M |
+$17.1M |
-$29.4M |
-$12.3M |
WAIR, QRTEAXXXX, ZBRA, CDW, VMI
|
13F-HR |
2/14/2017, 03:42 PM |
Q3 2016 |
12 |
$662M |
+$73.3M |
-$90.7M |
-$17.4M |
QRTEAXXXX, WAIR, VMI, CDW, ZBRA
|
13F-HR |
11/14/2016, 06:32 PM |
Q2 2016 |
12 |
$684M |
+$130M |
-$59.7M |
+$70M |
WAIR, IRM, CDW, VMI, QRTEAXXXX
|
13F-HR |
8/15/2016, 05:12 PM |
Q1 2016 |
1 |
$41.7M |
|
|
|
ZBRA
|
New Holdings |
5/17/2016, 07:36 PM |
Q1 2016 |
11 |
$647M |
+$66.8M |
-$70.6M |
-$3.8M |
WAIR, IRM, CDW, VMI, QRTEAXXXX
|
13F-HR |
5/13/2016, 05:23 PM |
Q4 2015 |
12 |
$606M |
+$20.7M |
-$32.5M |
-$11.8M |
CDW, WAIR, VMI, IRM, QRTEAXXXX
|
13F-HR |
2/12/2016, 05:39 PM |
Q3 2015 |
12 |
$615M |
+$57.9M |
-$58.7M |
-$724K |
CDW, WAIR, IRM, VMI, QRTEAXXXX
|
13F-HR |
11/13/2015, 04:56 PM |
Q2 2015 |
12 |
$651M |
+$156M |
|
+$156M |
WAIR, VRSN, CDW, QRTEAXXXX, IRM
|
13F-HR |
8/14/2015, 05:40 PM |
Q1 2015 |
12 |
$575M |
+$47.9M |
-$28.7M |
+$19.2M |
WAIR, VRSN, CDW, QRTEAXXXX, CVA
|
13F-HR |
5/15/2015, 06:40 PM |
Q4 2014 |
12 |
$567M |
+$48.4M |
-$48.4M |
-$14.7K |
WAIR, QRTEAXXXX, CDW, VRSN, CVA
|
13F-HR |
2/12/2015, 02:23 PM |
Q3 2014 |
10 |
$573M |
+$13.1M |
-$34.2M |
-$21.1M |
WAIR, QRTEAXXXX, VRSN, CDW, CVA
|
13F-HR |
11/12/2014, 06:53 PM |
Q2 2014 |
10 |
$604M |
+$23.2M |
-$3.33M |
+$19.8M |
CDW, WAIR, QRTEAXXXX, IRMXXXX, CVA
|
13F-HR |
8/13/2014, 02:40 PM |
Q1 2014 |
10 |
$558M |
+$31.3M |
-$13.1M |
+$18.1M |
WAIR, CDW, QRTEAXXXX, CVA, VRSN
|
13F-HR |
4/28/2014, 02:20 PM |
Q4 2013 |
9 |
$540M |
|
|
|
WAIR, QRTEAXXXX, CDW, IRMXXXX, CVA
|
13F-HR |
2/3/2014, 01:04 PM |