Q2 2025 |
15 |
$293M |
+$84.8M |
-$89M |
-$4.24M |
BTSG, JHX, HXL, UDMY, PTC
|
13F-HR |
8/14/2025, 10:30 AM |
Q1 2025 |
15 |
$278M |
+$78.9M |
-$81M |
-$2.15M |
BTSG, UDMY, AZEK, GDDY, HXL
|
13F-HR |
5/14/2025, 09:55 AM |
Q4 2024 |
15 |
$288M |
+$49M |
-$54.9M |
-$5.93M |
BTSG, UDMY, JBTM, HXL, AZEK
|
13F-HR |
2/14/2025, 09:44 AM |
Q3 2024 |
15 |
$298M |
+$104M |
-$90.2M |
+$13.9M |
NABL, NICE, UDMY, COTY, AZEK
|
13F-HR |
11/14/2024, 10:50 AM |
Q2 2024 |
14 |
$292M |
+$52.1M |
-$39.9M |
+$12.2M |
NABL, UDMY, GDDY, RCM, COTY
|
13F-HR |
8/14/2024, 10:00 AM |
Q1 2024 |
15 |
$304M |
+$68.6M |
-$34.6M |
+$34M |
NICE, UDMY, GDDY, COTY, MSGS
|
13F-HR |
5/14/2024, 02:45 PM |
Q4 2023 |
14 |
$256M |
$0 |
$0 |
|
ACHC, UDMY, COTY, MSGS, GDDY
|
13F-HR |
2/14/2024, 09:37 AM |