| Q1 2024 |
27 |
$898M |
+$33.3M |
-$66M |
-$32.6M |
DY, DAR, USPH, BOOT, BDC, MGPI |
13F-HR |
5/15/2024, 12:10 PM |
| Q4 2023 |
29 |
$867M |
+$30.2M |
-$92.8M |
-$62.6M |
DY, DAR, MGPI, USPH, AGCO, BDC |
13F-HR |
2/14/2024, 10:43 AM |
| Q3 2023 |
27 |
$854M |
+$32.8M |
-$54.2M |
-$21.4M |
DAR, DY, MUSA, SAM, MGPI, BDC |
13F-HR |
11/14/2023, 09:29 AM |
| Q2 2023 |
28 |
$948M |
+$96.6M |
-$82.1M |
+$14.5M |
DAR, DY, MUSA, USPH, TKR, PII |
13F-HR |
8/14/2023, 12:58 PM |
| Q1 2023 |
28 |
$876M |
+$55.7M |
-$28.8M |
+$26.9M |
DAR, DY, TKR, NGVT, UNVR, BCO |
13F-HR |
5/15/2023, 03:44 PM |
| Q4 2022 |
29 |
$878M |
+$55.1M |
-$71.9M |
-$16.8M |
DAR, DY, TKR, UNVR, CXT, MUSA |
13F-HR |
2/14/2023, 10:57 AM |
| Q3 2022 |
28 |
$810M |
+$68.8M |
-$21.5M |
+$47.3M |
DAR, DY, TKR, MUSA, CXT, UNVR |
13F-HR |
11/14/2022, 10:15 AM |
| Q2 2022 |
27 |
$807M |
+$83.7M |
-$13M |
+$70.7M |
DY, DAR, BCO, TKR, MUSA, PII |
13F-HR |
8/12/2022, 01:46 PM |
| Q1 2022 |
31 |
$927M |
+$50.2M |
-$50.6M |
-$431K |
DAR, UNVR, DY, BCO, TKR, AGCO |
13F-HR |
5/13/2022, 11:12 AM |
| Q4 2021 |
33 |
$1B |
+$67.8M |
-$62.7M |
+$5.1M |
DAR, THO, DY, TKR, BCO, UNVR |
13F-HR |
2/14/2022, 11:22 AM |
| Q3 2021 |
33 |
$947M |
+$107M |
-$30.2M |
+$77.1M |
DAR, THO, DY, BCO, CRXXXX, PII |
13F-HR |
11/12/2021, 02:40 PM |
| Q2 2021 |
34 |
$913M |
+$84M |
-$46.6M |
+$37.3M |
DAR, BCO, PII, THO, DY, TKR |
13F-HR |
8/13/2021, 11:14 AM |
| Q1 2021 |
34 |
$964M |
+$54M |
-$81.1M |
-$27.1M |
DAR, BCO, DY, STAY, THO, PII |
13F-HR |
5/14/2021, 10:02 AM |
| Q4 2020 |
39 |
$872M |
+$132M |
-$192M |
-$60.1M |
BCO, DAR, STAY, CRXXXX, DY, AGCO |
13F-HR |
2/12/2021, 09:31 AM |
| Q3 2020 |
39 |
$764M |
+$51.3M |
-$90M |
-$38.7M |
DAR, BCO, DY, STAY, AGCO, TKR |
13F-HR |
11/13/2020, 10:57 AM |
| Q2 2020 |
37 |
$741M |
+$29.5M |
-$170M |
-$140M |
DAR, DY, BCO, TKR, STAY, AGCO |
13F-HR |
8/14/2020, 01:18 PM |
| Q1 2020 |
34 |
$676M |
+$64.8M |
-$45.4M |
+$19.4M |
DAR, DY, BCO, TKR, AGCO, STAY |
13F-HR |
5/15/2020, 11:06 AM |
| Q4 2019 |
32 |
$1.1B |
+$2.32M |
-$277M |
-$275M |
DAR, DY, TKR, BCO, STAY, CLH |
13F-HR |
2/14/2020, 09:58 AM |
| Q3 2019 |
30 |
$1.2B |
+$31.2M |
-$79.3M |
-$48M |
DY, DAR, BCO, TKR, CLH, STAY |
13F-HR |
11/14/2019, 12:03 PM |
| Q2 2019 |
32 |
$1.3B |
+$40.1M |
-$171M |
-$131M |
DY, DAR, TKR, BCO, CLH, STAY |
13F-HR |
8/14/2019, 10:24 AM |
| Q1 2019 |
31 |
$1.4B |
+$135M |
-$170M |
-$34.6M |
DAR, BCO, TKR, CLH, STAY, DY |
13F-HR |
5/15/2019, 11:00 AM |
| Q4 2018 |
35 |
$1.36B |
+$72.2M |
-$323M |
-$251M |
BCO, DAR, TKR, CLH, DY, STAY |
13F-HR |
2/14/2019, 11:46 AM |
| Q3 2018 |
33 |
$2.19B |
+$66.8M |
-$968M |
-$902M |
DAR, NFX, BCO, TKR, CLH, TRN |
13F-HR |
11/14/2018, 09:10 AM |
| Q2 2018 |
35 |
$3.07B |
+$85.8M |
-$626M |
-$540M |
DAR, CLH, NFX, BCO, TKR, CNC |
13F-HR |
8/14/2018, 11:04 AM |
| Q1 2018 |
35 |
$3.56B |
+$135M |
-$273M |
-$139M |
DAR, CLH, CNC, PII, BCO, TKR |
13F-HR |
5/15/2018, 11:30 AM |
| Q4 2017 |
37 |
$3.93B |
+$276M |
-$374M |
-$97.9M |
DAR, CLH, TRN, MUSA, CNC, PII |
13F-HR |
2/14/2018, 11:00 AM |
| Q3 2017 |
35 |
$4.07B |
+$253M |
-$286M |
-$32.3M |
DAR, CNC, PII, CLH, TKR, TRN |
13F-HR |
11/14/2017, 10:46 AM |
| Q2 2017 |
33 |
$3.9B |
+$161M |
-$166M |
-$5.53M |
DAR, CNC, EVHC, MUSA, PII, TKR |
13F-HR |
8/14/2017, 11:21 AM |
| Q1 2017 |
34 |
$3.91B |
+$169M |
-$344M |
-$176M |
DAR, CNC, MUSA, CLH, TKR, EVHC |
13F-HR |
5/15/2017, 01:08 PM |
| Q4 2016 |
36 |
$3.91B |
+$274M |
-$339M |
-$65.2M |
DAR, CLH, THO, CNC, EVHC, TRN |
13F-HR |
2/14/2017, 08:02 AM |
| Q3 2016 |
34 |
$4B |
|
|
|
DAR, CNC, CLH, PII, THO, AGCO |
NEW HOLDINGS |
1/27/2017, 09:15 AM |
| Q3 2016 |
34 |
$4B |
+$199M |
-$148M |
+$51.2M |
DAR, CNC, CLH, PII, THO, AGCO |
13F-HR |
11/14/2016, 08:53 AM |
| Q2 2016 |
36 |
$3.81B |
+$112M |
-$155M |
-$43.1M |
DAR, CNC, PII, CBI, AGCO, CLH |
13F-HR |
8/12/2016, 03:16 PM |
| Q1 2016 |
36 |
$3.96B |
+$73.4M |
-$427M |
-$354M |
DAR, PII, CBI, CNC, AGCO, CLH |
13F-HR |
5/13/2016, 12:23 PM |
| Q4 2015 |
39 |
$4.16B |
+$165M |
-$356M |
-$191M |
DAR, CNC, CBI, AGCO, TRN, CLH |
13F-HR |
2/12/2016, 01:58 PM |
| Q3 2015 |
43 |
$4.54B |
|
|
|
DAR, AGCO, CBI, CNC, CLH, OGE |
NEW HOLDINGS |
11/16/2015, 03:44 PM |
| Q3 2015 |
43 |
$4.54B |
+$364M |
-$211M |
+$153M |
DAR, AGCO, CBI, CNC, CLH, OGE |
13F-HR |
11/13/2015, 09:08 AM |
| Q2 2015 |
42 |
$5.52B |
+$445M |
-$241M |
+$204M |
AGCO, DAR, CNC, CBI, CLH, THO |
13F-HR |
8/14/2015, 09:34 AM |
| Q1 2015 |
38 |
$5.34B |
+$658M |
-$385M |
+$273M |
CBI, CNC, AGCO, DAR, CLH, THO |
13F-HR |
5/15/2015, 05:23 PM |
| Q4 2014 |
40 |
$5.14B |
|
|
|
DAR, CNC, AGCO, CLH, CBI, THO |
NEW HOLDINGS |
3/9/2015, 12:58 PM |
| Q4 2014 |
40 |
$5.14B |
+$477M |
-$233M |
+$244M |
DAR, CNC, AGCO, CLH, CBI, THO |
13F-HR |
2/13/2015, 02:14 PM |
| Q3 2014 |
36 |
$5.1B |
+$562M |
-$122M |
+$440M |
CNC, DAR, TRN, CBI, AGCO, NFX |
13F-HR |
11/13/2014, 11:26 AM |
| Q2 2014 |
33 |
$5.5B |
+$568M |
-$156M |
+$412M |
DAR, CNC, CBI, TRN, AGCO, 6107SC |
13F-HR |
8/14/2014, 01:28 PM |
| Q1 2014 |
33 |
$5B |
+$271M |
-$306M |
-$34.2M |
DAR, CBI, 6107SC, TRN, AGCO, CNC |
13F-HR |
5/14/2014, 10:40 AM |
| Q4 2013 |
35 |
$4.91B |
|
|
|
DAR, CBI, TRN, 6107SC, AGCO, CNC |
13F-HR |
2/14/2014, 01:48 PM |