Q4 2024 |
8 |
$190M |
+$50.9M |
-$18.1M |
+$32.8M |
BKD, DHC, BKDT, TDW, KODK
|
13F-HR |
2/14/2025, 04:21 PM |
Q3 2024 |
7 |
$219M |
+$5.71M |
-$69.1M |
-$63.4M |
DHC, BKD, BKDT, KODK, CEIX
|
13F-HR |
11/14/2024, 04:17 PM |
Q2 2024 |
10 |
$260M |
+$61.6M |
-$9.43M |
+$52.1M |
DHC, GRFS, BKD, BKDT, KODK
|
13F-HR |
8/14/2024, 04:22 PM |
Q1 2024 |
7 |
$196M |
+$9.37M |
-$89.6M |
-$80.2M |
DHC, GRFS, BKDT, BKD, SMHI
|
13F-HR |
5/15/2024, 12:15 PM |
Q4 2023 |
12 |
$334M |
+$11.8M |
-$170M |
-$158M |
DHC, GRFS, TGNA, UGI, BKDT
|
13F-HR |
2/14/2024, 11:59 AM |
Q3 2023 |
33 |
$885M |
+$504M |
-$308M |
+$196M |
SPY, QQQ, GRFS, BKD, UGI
|
13F-HR |
11/14/2023, 11:25 AM |
Q2 2023 |
41 |
$703M |
+$137M |
-$292M |
-$155M |
GWW, GRFS, DHC, BLDR, TSLA
|
13F-HR |
8/14/2023, 02:52 PM |
Q1 2023 |
39 |
$752M |
+$249M |
-$84.6M |
+$165M |
TSLA, GWW, GRFS, TFII, ODFL
|
13F-HR |
5/15/2023, 12:46 PM |
Q4 2022 |
35 |
$549M |
+$201M |
-$162M |
+$39M |
GRFS, TSLA, PARR, TFII, GWW
|
13F-HR |
2/14/2023, 12:42 PM |
Q3 2022 |
28 |
$549M |
+$359M |
-$30.9M |
+$328M |
BTU, PARR, TSLA, GRFS, PARR
|
13F-HR |
11/14/2022, 12:31 PM |
Q2 2022 |
36 |
$310M |
+$173M |
-$18.1M |
+$155M |
SVC, PARR, CEIX, DHC, GWW
|
13F-HR |
8/15/2022, 01:25 PM |
Q1 2022 |
38 |
$289M |
+$137M |
-$86.1M |
+$50.7M |
GWW, XLE, SVC, DHC, SMHI
|
13F-HR |
5/16/2022, 11:30 AM |
Q4 2021 |
27 |
$399M |
|
|
|
GWW, ZM, SPOT, LYV, LSXMAXXXX
|
13F-HR |
2/14/2022, 11:50 AM |