| Q3 2018 |
|
|
|
|
|
|
13F-HR |
11/7/2018, 10:43 AM |
| Q2 2018 |
39 |
$851M |
+$365M |
-$331M |
+$33.9M |
JXXXX, OXY, CMG, PX, LUV
|
13F-HR |
8/14/2018, 10:25 AM |
| Q1 2018 |
36 |
$1.31B |
+$709M |
-$244M |
+$465M |
DAL, OXY, DE, EMR, SQM
|
13F-HR |
5/15/2018, 09:12 AM |
| Q4 2017 |
37 |
$1.47B |
+$756M |
-$214M |
+$542M |
SQM, OXY, RSPP, APD, FCX
|
13F-HR |
2/14/2018, 08:06 AM |
| Q3 2017 |
41 |
$1.94B |
+$1.4B |
-$118M |
+$1.28B |
SPY, TSLA, GD, HON, AMBA
|
13F-HR |
11/14/2017, 08:42 AM |
| Q2 2017 |
50 |
$1.76B |
+$1.07B |
-$186M |
+$887M |
QQQXXXX, XLF, EEM, TXT, CAT
|
13F-HR |
8/14/2017, 09:40 AM |
| Q1 2017 |
49 |
$1.71B |
+$1.3B |
-$169M |
+$1.13B |
WFTIQ, CAT, CMI, TXT, CDEV
|
13F-HR |
5/15/2017, 10:12 AM |
| Q4 2016 |
31 |
$1.27B |
+$923M |
-$123M |
+$800M |
XLU, UUPXXXX, ALB, MTXXXX, JBLU
|
13F-HR |
2/14/2017, 09:17 AM |
| Q3 2016 |
39 |
$1.83B |
+$1.39B |
-$78.8M |
+$1.32B |
SPY, IWM, XOPXXXX, ALB, TRGP
|
13F-HR |
11/14/2016, 08:42 AM |
| Q2 2016 |
44 |
$1.32B |
+$738M |
-$151M |
+$587M |
SPY, ETPXXXX, ALB, ALB, TRGP
|
13F-HR |
8/15/2016, 12:21 PM |
| Q1 2016 |
41 |
$1.37B |
+$923M |
-$31M |
+$892M |
SPY, XLU, ALB, DE, LUV
|
13F-HR |
5/16/2016, 11:43 AM |
| Q4 2015 |
32 |
$857M |
+$524M |
-$38.4M |
+$486M |
SPY, ALB, 3106PS, TXT, LUV
|
13F-HR |
2/16/2016, 10:54 AM |
| Q3 2015 |
48 |
$825M |
+$539M |
-$43M |
+$496M |
VLO, LYB, LEA, DAL, XBI
|
13F-HR |
11/16/2015, 08:44 AM |
| Q2 2015 |
46 |
$769M |
+$426M |
-$134M |
+$292M |
GLNG, TXT, LNG, SEE, HIFR
|
13F-HR |
8/14/2015, 02:14 PM |
| Q1 2015 |
33 |
$664M |
+$367M |
-$50.2M |
+$317M |
UTX, LNG, LEA, TXT, APD
|
13F-HR |
5/15/2015, 09:53 AM |
| Q4 2014 |
35 |
$608M |
+$487M |
-$63M |
+$424M |
UTX, HON, IWM, PPG, APD
|
Restatement |
2/17/2015, 09:33 AM |
| Q3 2014 |
34 |
$457M |
+$267M |
-$12.1M |
+$255M |
GLNG, LNG, UAL, LEA, X
|
13F-HR |
11/14/2014, 12:15 PM |
| Q2 2014 |
41 |
$388M |
+$237M |
-$21.4M |
+$215M |
LNG, GLNG, GPK, CAR, LEA
|
13F-HR |
8/14/2014, 10:55 AM |
| Q1 2014 |
36 |
$236M |
+$185M |
-$5.43M |
+$179M |
EMN, LNG, AAL, GD, CAR
|
13F-HR |
5/14/2014, 02:01 PM |
| Q4 2013 |
35 |
$126M |
|
|
|
ROK, HON, MEOH, MTWXXXX, KBR
|
13F-HR |
2/14/2014, 08:53 AM |