Q2 2025 |
24 |
$307M |
+$47.8M |
-$63.1M |
-$15.3M |
UBER, CCL, PYPL, NU, ECG
|
13F-HR |
8/4/2025, 03:57 PM |
Q1 2025 |
22 |
$289M |
+$37M |
-$33.6M |
+$3.4M |
UBER, PYPL, SLG, CCL, KMX
|
13F-HR |
5/14/2025, 08:01 PM |
Q4 2024 |
30 |
$323M |
+$80.1M |
-$37.3M |
+$42.8M |
PYPL, UBER, SLG, SONY, CCL
|
13F-HR |
2/13/2025, 09:56 AM |
Q3 2024 |
33 |
$285M |
+$37.7M |
-$3.9M |
+$33.8M |
PYPL, UBER, SLG, VNO, SONY
|
13F-HR |
11/13/2024, 02:16 PM |
Q2 2024 |
28 |
$219M |
+$26.1M |
-$50.5M |
-$24.4M |
UBER, SLG, PYPL, SONY, VNO
|
13F-HR |
8/13/2024, 06:48 PM |
Q1 2024 |
30 |
$260M |
+$63.9M |
-$49M |
+$14.8M |
UBER, PYPL, SLG, DIS, SONY
|
13F-HR |
5/14/2024, 11:57 AM |
Q4 2023 |
24 |
$223M |
+$40.8M |
-$32.6M |
+$8.24M |
UBER, SONY, FNF, SPG, VSTS
|
13F-HR |
2/14/2024, 09:38 AM |
Q3 2023 |
28 |
$180M |
+$26M |
-$34.3M |
-$8.27M |
SONY, UBER, FNF, COP, EOG
|
13F-HR |
11/14/2023, 01:31 PM |
Q2 2023 |
24 |
$193M |
+$14.2M |
-$9.89M |
+$4.26M |
SONY, UBER, SPOT, SPG, AXP
|
13F-HR |
8/14/2023, 11:58 AM |
Q1 2023 |
21 |
$170M |
+$20.3M |
-$803K |
+$19.5M |
SONY, WFC, SPG, AXP, FNF
|
13F-HR |
5/15/2023, 06:41 PM |
Q4 2022 |
21 |
$148M |
+$17.5M |
-$10.3M |
+$7.23M |
SONY, WFC, COP, SPG, EOG
|
13F-HR |
2/10/2023, 01:46 PM |
Q3 2022 |
18 |
$148M |
+$18.1M |
-$816K |
+$17.2M |
WFC, SONY, FNF, COP, PXD
|
13F-HR |
11/14/2022, 09:14 AM |
Q2 2022 |
19 |
$156M |
+$28.6M |
|
+$28.6M |
SONY, WFC, FNF, SPG, PXD
|
13F-HR |
8/11/2022, 05:58 PM |
Q1 2022 |
20 |
$175M |
+$9.59M |
-$16.7M |
-$7.14M |
WFC, FNF, SONY, SPG, PXD
|
13F-HR |
5/12/2022, 03:19 PM |
Q4 2021 |
26 |
$218M |
+$19.5M |
-$3.62M |
+$15.9M |
SONY, SPG, FNF, WFC, AXP
|
13F-HR |
2/7/2022, 04:44 PM |
Q3 2021 |
23 |
$196M |
+$37.9M |
-$53.3M |
-$15.4M |
AXP, SONY, WFC, SPG, FNF
|
13F-HR |
11/15/2021, 08:29 AM |
Q2 2021 |
18 |
$162M |
+$25.8M |
-$27.1M |
-$1.24M |
AXP, RH, RP, FNFXXXX, DIS
|
13F-HR |
8/10/2021, 03:43 PM |
Q1 2021 |
24 |
$200M |
+$55.3M |
-$23.9M |
+$31.4M |
AXP, TWTR, WFC, SPG, SONY
|
13F-HR |
5/12/2021, 04:20 PM |
Q4 2020 |
34 |
$149M |
|
|
|
AXP, TWTR, SONY, AIMC, DIS
|
13F-HR |
2/16/2021, 02:32 PM |