Q2 2024 |
223 |
$345M |
+$25.1M |
-$24.9M |
+$269K |
ORLY, UNP, LII, MUSA, DDS
|
13F-HR |
7/26/2024, 12:53 PM |
Q1 2024 |
215 |
$360M |
+$27.4M |
-$19.2M |
+$8.14M |
ORLY, UNP, LII, DDS, AZO
|
13F-HR |
4/25/2024, 02:21 PM |
Q4 2023 |
207 |
$332M |
+$8.71M |
-$12.5M |
-$3.75M |
UNP, ORLY, LII, DDS, JBHT
|
13F-HR |
1/11/2024, 02:58 PM |
Q3 2023 |
210 |
$301M |
+$10.5M |
-$12.9M |
-$2.37M |
ORLY, UNP, LII, JBHT, AZO
|
13F-HR |
11/1/2023, 02:39 PM |
Q2 2023 |
202 |
$318M |
+$8.02M |
-$11.8M |
-$3.81M |
ORLY, UNP, AZO, JBHT, DDS
|
13F-HR |
7/24/2023, 02:57 PM |
Q1 2023 |
201 |
$320M |
+$8.64M |
-$4.55M |
+$4.1M |
ORLY, UNP, AZO, JBHT, DDS
|
13F-HR |
5/5/2023, 12:10 PM |
Q4 2022 |
202 |
$302M |
+$13.6M |
-$6.69M |
+$6.95M |
UNP, ORLY, AZO, JBHT, DDS
|
13F-HR |
1/30/2023, 11:06 AM |
Q3 2022 |
196 |
$272M |
+$17.9M |
-$13.8M |
+$4.11M |
UNP, ORLY, AZO, JBHT, HD
|
13F-HR |
11/9/2022, 11:50 AM |
Q2 2022 |
193 |
$282M |
+$25.4M |
-$5.53M |
+$19.9M |
UNP, ORLY, RGP, AZO, JBHT
|
13F-HR |
7/26/2022, 12:13 PM |
Q1 2022 |
194 |
$307M |
+$22.2M |
-$12.7M |
+$9.46M |
UNP, ORLY, JBHT, HD, AZO
|
13F-HR |
4/20/2022, 12:33 PM |
Q4 2021 |
192 |
$316M |
+$25M |
-$4.11M |
+$20.8M |
UNP, ORLY, HD, JBHT, LII
|
13F-HR |
2/2/2022, 02:32 PM |
Q3 2021 |
194 |
$262M |
+$11.2M |
-$11.6M |
-$417K |
UNP, ORLY, HD, JBHT, LII
|
13F-HR |
11/3/2021, 11:44 AM |
Q2 2021 |
196 |
$271M |
+$31.6M |
-$30.8M |
+$847K |
UNP, ORLY, LII, HD, FDX
|
13F-HR |
8/3/2021, 01:19 PM |
Q1 2021 |
195 |
$254M |
+$8.87M |
-$19.6M |
-$10.7M |
UNP, ORLY, LII, HD, JBHT
|
13F-HR |
5/5/2021, 11:35 AM |
Q4 2020 |
179 |
$232M |
+$23.9M |
-$12.8M |
+$11.1M |
UNP, ORLY, LII, HD, FDX
|
13F-HR |
2/5/2021, 01:37 PM |
Q3 2020 |
179 |
$216M |
+$10.5M |
-$7.97M |
+$2.49M |
UNP, ORLY, HD, LII, FDX
|
13F-HR |
11/2/2020, 02:05 PM |
Q2 2020 |
175 |
$200M |
+$6.83M |
-$6.77M |
+$60.5K |
UNP, ORLY, HD, LII, JBHT
|
13F-HR |
7/16/2020, 02:36 PM |
Q1 2020 |
172 |
$166M |
+$15.6M |
-$4.4M |
+$11.2M |
UNP, ORLY, HD, LII, NTCT
|
13F-HR |
4/23/2020, 12:07 PM |
Q4 2019 |
181 |
$203M |
+$5.36M |
-$11M |
-$5.67M |
UNP, ORLY, LII, HD, JBHT
|
13F-HR |
1/14/2020, 09:50 AM |
Q3 2019 |
193 |
$210M |
+$16.1M |
-$10.8M |
+$5.3M |
UNP, ORLY, LII, HD, NTCT
|
13F-HR |
10/17/2019, 03:55 PM |
Q2 2019 |
186 |
$204M |
+$15.7M |
-$3.44M |
+$12.3M |
UNP, LII, ORLY, BHE, HD
|
13F-HR |
7/30/2019, 02:45 PM |
Q1 2019 |
185 |
$196M |
+$6.3M |
-$11.4M |
-$5.14M |
UNP, ORLY, LII, HD, FDX
|
13F-HR |
4/23/2019, 12:20 PM |
Q4 2018 |
184 |
$187M |
+$27M |
-$8.98M |
+$18M |
UNP, ORLY, LII, MSTR, NTCT
|
13F-HR |
1/29/2019, 01:05 PM |
Q3 2018 |
177 |
$202M |
+$7.87M |
-$7.05M |
+$821K |
UNP, ORLY, FDX, CVG, LII
|
13F-HR |
10/4/2018, 02:56 PM |
Q2 2018 |
178 |
$200M |
+$25M |
-$5.84M |
+$19.2M |
UNP, CVG, FDX, JBHT, LII
|
13F-HR |
7/31/2018, 03:48 PM |
Q1 2018 |
168 |
$190M |
+$22.8M |
-$5.99M |
+$16.8M |
UNP, DASTY, FDX, BSF, CVG
|
13F-HR |
4/11/2018, 12:43 PM |
Q4 2017 |
172 |
$191M |
+$16.8M |
-$8.27M |
+$8.5M |
UNP, BSF, FDX, CVG, DASTY
|
13F-HR |
1/24/2018, 11:10 AM |
Q3 2017 |
167 |
$180M |
+$10.5M |
-$5.73M |
+$4.77M |
BSF, UNP, CVG, FDX, ORLY
|
13F-HR |
10/12/2017, 12:25 PM |
Q2 2017 |
163 |
$170M |
+$13.8M |
-$2.48M |
+$11.3M |
BSF, UNP, CVG, ORLY, FDX
|
13F-HR |
7/14/2017, 11:38 AM |
Q1 2017 |
165 |
$160M |
+$14.6M |
-$6.94M |
+$7.69M |
BSF, UNP, ORLY, CVG, OZRK
|
13F-HR |
4/12/2017, 03:04 PM |
Q4 2016 |
166 |
$160M |
+$9.69M |
-$2.76M |
+$6.93M |
UNP, CVG, ORLY, OZRK, FDX
|
13F-HR |
1/24/2017, 11:36 AM |
Q3 2016 |
164 |
$154M |
+$12.2M |
-$11.1M |
+$1.02M |
CVG, UNP, ORLY, YUME, FDX
|
13F-HR |
10/20/2016, 01:54 PM |
Q2 2016 |
176 |
$154M |
+$6.98M |
-$14.3M |
-$7.29M |
CVG, ORLY, UNP, DTLK, YUME
|
Restatement |
7/26/2016, 05:43 PM |
Q1 2016 |
171 |
$161M |
+$5.97M |
-$10.7M |
-$4.69M |
CVG, DTLK, ORLY, UNP, CSAL
|
13F-HR |
4/21/2016, 12:38 PM |
Q4 2015 |
172 |
$160M |
+$12M |
-$5.17M |
+$6.87M |
CVG, ORLY, DTLK, SONSXXXX, UNP
|
13F-HR |
1/25/2016, 02:02 PM |
Q3 2015 |
194 |
$157M |
+$16.6M |
-$1.7M |
+$14.9M |
CVG, UNP, ORLY, FIS, DTLK
|
13F-HR |
10/21/2015, 12:32 PM |
Q2 2015 |
211 |
$165M |
+$21M |
-$54.6M |
-$33.6M |
CVG, UNP, ORLY, ADTNXXXX, FIS
|
13F-HR |
7/21/2015, 02:46 PM |
Q1 2015 |
313 |
$232M |
+$10.3M |
-$3.48M |
+$6.83M |
DDS, UNP, CVG, JBHT, FIS
|
13F-HR |
5/4/2015, 03:20 PM |
Q4 2014 |
318 |
$228M |
+$14.1M |
-$15.2M |
-$1.15M |
UNP, DDS, CVG, JBHT, WMT
|
13F-HR |
1/22/2015, 02:24 PM |
Q3 2014 |
310 |
$208M |
+$13.9M |
-$8.25M |
+$5.65M |
UNP, DDS, CVG, WMT, JBHT
|
13F-HR |
10/29/2014, 04:32 PM |
Q2 2014 |
313 |
$205M |
+$40.7M |
-$8.54M |
+$32.1M |
UNP, CVG, DDS, WMT, JBHT
|
13F-HR |
7/28/2014, 05:41 PM |
Q1 2014 |
280 |
$197M |
+$19.9M |
-$8.68M |
+$11.2M |
UNP, CVG, OZRK, WMT, DDS
|
13F-HR |
5/6/2014, 02:02 PM |
Q4 2013 |
280 |
$198M |
|
|
|
GEL, CVG, UNP, WMT, JBHT
|
13F-HR |
2/6/2014, 11:49 AM |