Q4 2024 |
37 |
$156M |
+$15.6M |
-$17.4M |
-$1.8M |
NVDA, DECK, AGM, NVR, BBW
|
13F-HR |
2/10/2025, 08:04 PM |
Q3 2024 |
41 |
$155M |
+$24.2M |
-$23.1M |
+$1.17M |
NVDA, DECK, NVR, BLDR, CCS
|
13F-HR |
11/12/2024, 06:33 AM |
Q2 2024 |
41 |
$156M |
+$28M |
-$15.9M |
+$12.2M |
NVDA, WIRE, DECK, AGM, NVR
|
13F-HR |
8/8/2024, 06:19 AM |
Q1 2024 |
42 |
$157M |
+$10.3M |
-$16.7M |
-$6.39M |
BLDR, NVDA, WIRE, DECK, CCS
|
13F-HR |
5/9/2024, 09:42 PM |
Q4 2023 |
42 |
$146M |
+$10.3M |
-$24.2M |
-$13.9M |
BLDR, WIRE, NVDA, AGM, CCS
|
13F-HR |
2/14/2024, 07:01 PM |
Q3 2023 |
56 |
$141M |
+$9.11M |
-$17.6M |
-$8.53M |
BLDR, WIRE, NVDA, AGM, POOL
|
13F-HR |
11/8/2023, 08:28 PM |
Q2 2023 |
56 |
$153M |
+$17M |
-$10.8M |
+$6.19M |
BLDR, WIRE, NVDA, POOL, UFPT
|
13F-HR |
8/14/2023, 09:52 AM |
Q1 2023 |
49 |
$134M |
+$16.9M |
-$2.81M |
+$14.1M |
WIRE, BLDR, POOL, CCS, NVDA
|
13F-HR |
5/9/2023, 06:47 AM |
Q4 2022 |
42 |
$110M |
+$12.2M |
-$3.2M |
+$8.97M |
WIRE, BLDR, SARK, POOL, CVCO
|
13F-HR |
2/8/2023, 08:45 PM |
Q3 2022 |
44 |
$94.6M |
+$7.92M |
-$4.55M |
+$3.37M |
BLDR, WIRE, POOL, CVCO, ON
|
13F-HR |
11/14/2022, 05:58 AM |
Q2 2022 |
44 |
$102M |
+$13.3M |
-$8.11M |
+$5.21M |
POOL, BLDR, WIRE, CVCO, CCS
|
13F-HR |
8/10/2022, 09:20 PM |
Q1 2022 |
44 |
$142M |
+$31.4M |
-$10.2M |
+$21.2M |
BLDR, CVCO, CCS, NVDA, POOL
|
13F-HR |
5/12/2022, 07:53 AM |
Q4 2021 |
40 |
$155M |
+$9.95M |
-$20.2M |
-$10.2M |
BLDR, CCS, POOL, NVDA, WIRE
|
13F-HR |
2/9/2022, 08:50 PM |
Q3 2021 |
42 |
$142M |
+$16.2M |
-$8.17M |
+$8.05M |
BLDR, NVDA, LGIH, CCS, POOL
|
13F-HR |
11/10/2021, 09:26 PM |
Q2 2021 |
39 |
$140M |
+$14.9M |
-$12.8M |
+$2.1M |
NVDA, LGIH, CCS, BLDR, POOL
|
13F-HR |
8/11/2021, 04:58 PM |
Q1 2021 |
38 |
$128M |
+$7.11M |
-$34.4M |
-$27.3M |
BLDR, LGIH, CCS, ROST, NVDA
|
13F-HR |
5/12/2021, 02:41 PM |
Q4 2020 |
35 |
$140M |
+$18.5M |
-$20.9M |
-$2.34M |
TER, BLDR, ROST, POOL, LGIH
|
13F-HR |
2/9/2021, 10:36 AM |
Q3 2020 |
42 |
$154M |
+$16.8M |
-$5.82M |
+$11M |
CCS, LGIH, POOL, TTEK, BLDR
|
13F-HR |
11/4/2020, 05:04 PM |
Q2 2020 |
41 |
$146M |
+$24.6M |
-$9.69M |
+$14.9M |
QDELXXXX, TER, LGIH, TTEK, CCS
|
13F-HR |
8/5/2020, 05:33 PM |
Q1 2020 |
40 |
$126M |
+$47.5M |
-$5.21M |
+$42.3M |
EHTH, TTEK, POOL, ROST, ONTO
|
13F-HR |
5/5/2020, 02:04 PM |
Q4 2019 |
42 |
$156M |
+$24.9M |
-$2.79M |
+$22.1M |
EHTH, NXST, ROST, NXRT, POOL
|
13F-HR |
2/5/2020, 03:37 PM |
Q3 2019 |
46 |
$149M |
+$29.9M |
-$3.76M |
+$26.1M |
ROST, NXRT, LOPE, LGIH, TTEK
|
13F-HR |
11/12/2019, 09:22 AM |
Q2 2019 |
45 |
$144M |
+$25M |
-$4.25M |
+$20.7M |
LOPE, TNDM, FCFSXXXX, ROST, NXRT
|
13F-HR |
8/9/2019, 11:42 AM |
Q1 2019 |
48 |
$133M |
+$21.3M |
-$2.14M |
+$19.2M |
LOPE, TNDM, ROST, NXRT, FCFSXXXX
|
13F-HR |
5/8/2019, 10:02 AM |
Q4 2018 |
40 |
$96.3M |
+$23M |
-$7.2M |
+$15.8M |
LOPE, ROST, NXRT, ATGE, POOL
|
13F-HR |
2/7/2019, 02:28 PM |
Q3 2018 |
41 |
$117M |
+$14.2M |
-$4.57M |
+$9.65M |
LOPE, NVDA, ROST, CVCO, POOL
|
13F-HR |
11/5/2018, 06:56 PM |
Q2 2018 |
45 |
$118M |
+$15.2M |
-$2.9M |
+$12.3M |
LOPE, NVDA, BBSI, ATGE, ROST
|
13F-HR |
8/13/2018, 03:29 PM |
Q1 2018 |
40 |
$105M |
+$14.3M |
-$10.6M |
+$3.7M |
LOPE, NVDA, LGIH, ATGE, ROST
|
13F-HR |
5/8/2018, 03:47 PM |
Q4 2017 |
40 |
$105M |
|
|
|
LOPE, NVDA, LGIH, ROST, CVCO
|
13F-HR |
3/5/2018, 03:32 PM |