Q2 2025 |
51 |
$208M |
+$93.8M |
-$101M |
-$7.01M |
TATT, GTLS, GENI, NPKI, SARO
|
13F-HR |
8/13/2025, 11:57 AM |
Q1 2025 |
50 |
$192M |
+$115M |
-$118M |
-$2.14M |
SARO, PKE, GENI, ATEX, COLD
|
13F-HR |
5/13/2025, 03:52 PM |
Q4 2024 |
47 |
$209M |
+$109M |
-$91.3M |
+$17.9M |
FTAI, TLN, BELFB, NPKI, PKE
|
13F-HR |
2/13/2025, 01:35 PM |
Q3 2024 |
47 |
$181M |
+$87M |
-$70.2M |
+$16.8M |
TLN, FTAI, B, LSCC, OEC
|
13F-HR |
10/25/2024, 04:30 PM |
Q2 2024 |
45 |
$158M |
+$55.4M |
-$63.4M |
-$8.1M |
B, FTAI, ATEX, PKE, NR
|
13F-HR |
8/2/2024, 01:35 PM |
Q1 2024 |
47 |
$158M |
+$64.4M |
-$59.1M |
+$5.29M |
FTAI, PKE, B, CRS, ATEX
|
Restatement |
8/1/2024, 12:16 PM |
Q4 2023 |
44 |
$143M |
+$60.6M |
-$63.4M |
-$2.8M |
SHC, GENI, FTAI, MKSI, ATEX
|
Restatement |
8/1/2024, 12:37 PM |
Q3 2023 |
42 |
$136M |
+$54.5M |
-$53.8M |
+$694K |
PKE, CRS, SHC, ATEX, GENI
|
Restatement |
8/1/2024, 12:26 PM |
Q2 2023 |
40 |
$136M |
+$59M |
-$9.7M |
+$49.3M |
FTAI, SHC, PKE, ATEX, CRS
|
13F-HR |
7/26/2023, 03:14 PM |
Q1 2023 |
43 |
$131M |
+$54.4M |
-$16.8M |
+$37.6M |
OEC, FTAI, NSSC, PKE, ASLE
|
13F-HR |
5/9/2023, 09:24 AM |
Q4 2022 |
45 |
$124M |
+$65.1M |
-$9.09M |
+$56M |
NSSC, PKE, ATEX, OEC, GFL
|
13F-HR |
2/6/2023, 10:21 AM |
Q3 2022 |
41 |
$112M |
+$48.1M |
-$13.1M |
+$35M |
NSSC, PKE, ATEX, CCCS, NEOG
|
13F-HR |
10/20/2022, 06:52 PM |
Q2 2022 |
38 |
$116M |
+$43.9M |
-$16.9M |
+$27M |
NSSC, STAA, PKE, CYRX, OEC
|
13F-HR |
8/5/2022, 02:59 PM |
Q1 2022 |
41 |
$143M |
+$71M |
-$14.6M |
+$56.4M |
ATEX, NSSC, OEC, CYRX, MTRN
|
13F-HR |
4/18/2022, 06:41 PM |
Q4 2021 |
42 |
$164M |
+$75.5M |
-$17M |
+$58.5M |
ATEX, THRM, TMCI, MTRN, TNL
|
13F-HR |
1/28/2022, 10:51 AM |
Q3 2021 |
41 |
$153M |
+$63.5M |
-$69.3M |
-$5.71M |
ATEX, MEC, TNL, CEVA, ROG
|
13F-HR |
10/18/2021, 02:18 PM |
Q2 2021 |
42 |
$160M |
+$53.5M |
-$51.9M |
+$1.52M |
ATEX, KRMD, MOD, VICR, CEVA
|
13F-HR |
7/22/2021, 03:34 PM |
Q1 2021 |
51 |
$148M |
+$86.7M |
-$80.6M |
+$6.16M |
ATEX, IMMR, QADA, ROG, DESP
|
13F-HR |
4/29/2021, 04:15 PM |
Q4 2020 |
50 |
$130M |
+$63.6M |
-$9.06M |
+$54.6M |
ATEX, RAVN, TMDX, SRI, WCC
|
13F-HR |
2/10/2021, 06:59 PM |
Q3 2020 |
54 |
$84.8M |
+$43.7M |
-$3.39M |
+$40.3M |
OEC, AGYS, ROG, IIVI, GOOS
|
13F-HR |
11/3/2020, 01:44 PM |
Q2 2020 |
49 |
$75.3M |
+$43.2M |
-$9.67M |
+$33.6M |
TMDX, PGNY, IIVI, ATEX, OEC
|
13F-HR |
7/28/2020, 04:09 PM |
Q1 2020 |
46 |
$65.5M |
+$30.8M |
-$12.7M |
+$18.1M |
PKE, ATSG, TMDX, CEVA, COLD
|
13F-HR |
4/15/2020, 11:01 AM |
Q4 2019 |
36 |
$104M |
+$46.5M |
-$16.2M |
+$30.3M |
PKE, ATEX, TMDX, ROG, NVGS
|
13F-HR |
1/15/2020, 02:49 PM |
Q3 2019 |
33 |
$110M |
+$54.5M |
-$7.72M |
+$46.7M |
PKE, CUB, ATSG, TMDX, ROG
|
13F-HR |
10/8/2019, 12:46 PM |
Q2 2019 |
33 |
$120M |
+$79.1M |
-$4.33M |
+$74.7M |
PSN, CUB, BIO, PKE, COLD
|
13F-HR |
7/30/2019, 12:10 PM |
Q1 2019 |
38 |
$101M |
|
|
|
FORR, SCL, PEGA, MMSI, MEI
|
13F-HR |
4/2/2019, 01:34 PM |