Q4 2024 |
19 |
$320M |
+$74.6M |
-$56.8M |
+$17.8M |
EPR, CAE, NNI, BUR, ICE
|
13F-HR |
2/14/2025, 11:44 AM |
Q3 2024 |
17 |
$298M |
+$87M |
-$105M |
-$18.3M |
EPR, BUR, CAE, NNI, ICE
|
13F-HR |
11/14/2024, 11:31 AM |
Q2 2024 |
18 |
$295M |
+$106M |
-$91.5M |
+$15M |
ICE, EPR, BUR, NNI, CAE
|
13F-HR |
8/12/2024, 12:09 PM |
Q1 2024 |
18 |
$267M |
+$70.2M |
-$34M |
+$36.3M |
ICE, CNK, NNI, GOOGL, TKO
|
13F-HR |
5/13/2024, 10:15 AM |
Q4 2023 |
18 |
$217M |
+$62.1M |
-$77.2M |
-$15.2M |
NNI, ICE, TKO, BUR, GOOGL
|
13F-HR |
2/14/2024, 11:07 AM |
Q3 2023 |
23 |
$357M |
+$92.3M |
-$164M |
-$71.7M |
SPY, NNI, GOGO, ICE, TKO
|
13F-HR |
11/13/2023, 11:54 AM |
Q2 2023 |
20 |
$458M |
+$183M |
-$40.1M |
+$143M |
SPY, ATSG, NNI, PYPL, WWE
|
13F-HR |
8/9/2023, 08:44 AM |
Q1 2023 |
20 |
$347M |
+$106M |
-$10.9M |
+$94.9M |
SPY, ATSG, FOX, PYPL, NNI
|
13F-HR |
5/10/2023, 03:29 PM |
Q4 2022 |
22 |
$281M |
+$99M |
-$30M |
+$68.9M |
SPY, ATSG, FOX, PYPL, LBTYA
|
13F-HR |
2/10/2023, 08:45 AM |
Q3 2022 |
24 |
$226M |
+$36.2M |
-$27.7M |
+$8.47M |
FOX, ATSG, BALY, LBTYA, PYPL
|
13F-HR |
11/9/2022, 08:30 AM |
Q2 2022 |
23 |
$266M |
+$97.7M |
-$11.6M |
+$86.1M |
FOX, ATSG, BALY, LBTYA, LBRDA
|
13F-HR |
8/9/2022, 10:02 AM |
Q1 2022 |
22 |
$226M |
+$82.4M |
-$54.2M |
+$28.2M |
FOX, ATSG, PYPL, BALY, LBTYA
|
13F-HR |
5/9/2022, 11:15 AM |
Q4 2021 |
19 |
$202M |
+$55.5M |
-$22.8M |
+$32.7M |
FOX, GOGO, ATSG, BALY, PYPL
|
13F-HR |
2/10/2022, 10:33 AM |
Q3 2021 |
19 |
$224M |
+$41.5M |
-$22.7M |
+$18.8M |
FOX, ATSG, NNI, BALY, GOGO
|
13F-HR |
11/10/2021, 01:04 PM |
Q2 2021 |
19 |
$198M |
+$69.4M |
-$56.2M |
+$13.2M |
ATSG, NNI, FOX, LBRDA, GOOGL
|
13F-HR |
8/10/2021, 11:45 AM |
Q1 2021 |
20 |
$181M |
+$81.7M |
-$32.1M |
+$49.6M |
ATSG, NNI, LBRDA, GOOGL, LBTYAXXXX
|
Restatement |
5/3/2021, 02:33 PM |
Q4 2020 |
14 |
$118M |
+$33.5M |
-$13.4M |
+$20M |
NNI, GOOG, LBTYA, BUR, ATSG
|
13F-HR |
2/4/2021, 07:21 PM |
Q3 2020 |
14 |
$93.3M |
+$18.9M |
-$21.1M |
-$2.26M |
GOOG, NNI, PYPL, INSM, BIDU
|
13F-HR |
11/12/2020, 06:09 AM |
Q2 2020 |
15 |
$114M |
+$24M |
-$23.2M |
+$771K |
NNI, ATSG, GOOG, BIDU, LBRDK
|
13F-HR |
7/28/2020, 09:13 AM |
Q1 2020 |
15 |
$117M |
+$46.6M |
-$488K |
+$46.1M |
NNI, GOOG, ATSG, PYPL, IBKR
|
13F-HR |
5/7/2020, 03:25 PM |
Q4 2019 |
15 |
$124M |
|
|
|
NNI, GOOGL, ATSG, IBKR, PYPL
|
13F-HR |
5/7/2020, 03:16 PM |