| Q2 2019 |
|
|
|
|
|
|
13F-HR |
8/14/2019, 01:07 PM |
| Q1 2019 |
48 |
$183M |
+$100M |
-$33.6M |
+$66.9M |
CHDN, GOOGL, DAL, BID, RLJ
|
13F-HR |
5/14/2019, 12:54 PM |
| Q4 2018 |
40 |
$191M |
+$92.3M |
-$18.7M |
+$73.6M |
GLPI, TSN, GOOGL, DLTR, CHDN
|
13F-HR |
2/12/2019, 12:08 PM |
| Q3 2018 |
35 |
$214M |
+$111M |
-$19.9M |
+$91.4M |
RLJ, GLPI, NCLH, CHDN, TSN
|
13F-HR |
11/14/2018, 10:38 AM |
| Q2 2018 |
28 |
$169M |
+$86.4M |
-$7.35M |
+$79M |
RLJ, CZRXXXX, ERI, BID, GLPI
|
13F-HR |
8/14/2018, 05:08 PM |
| Q1 2018 |
33 |
$153M |
+$47.9M |
-$17.9M |
+$30M |
RLJ, NCLH, CZRXXXX, MLCO, DAL
|
13F-HR |
5/14/2018, 09:59 AM |
| Q4 2017 |
34 |
$137M |
|
|
|
RLJ, MLCO, CZRXXXX, NCLH, TPR
|
13F-HR |
2/12/2018, 10:02 AM |