| Q2 2020 |
21 |
$50.9M |
+$11.2M |
-$6.52M |
+$4.68M |
SAIC, PRDO, VST, GOLD, KN
|
13F-HR |
8/4/2020, 09:30 AM |
| Q1 2020 |
18 |
$40.6M |
+$6.68M |
-$4.22M |
+$2.46M |
VST, BCOV, SAIC, UNM, KN
|
13F-HR |
5/13/2020, 03:08 PM |
| Q4 2019 |
21 |
$69.3M |
+$10.2M |
-$10.3M |
-$168K |
KN, VST, CECO, UNM, BCOV
|
13F-HR |
2/5/2020, 12:13 PM |
| Q3 2019 |
23 |
$78.6M |
+$11.9M |
-$5.5M |
+$6.45M |
KN, BCOV, VST, UNM, ATI
|
13F-HR |
11/4/2019, 02:29 PM |
| Q2 2019 |
22 |
$78.3M |
+$9.57M |
-$3.14M |
+$6.42M |
KN, SAIC, VST, GIS, ATI
|
13F-HR |
8/8/2019, 02:59 PM |
| Q1 2019 |
23 |
$72.9M |
+$6.3M |
-$3.1M |
+$3.2M |
ATI, KN, GIS, THS, UNM
|
13F-HR |
5/2/2019, 09:56 AM |
| Q4 2018 |
21 |
$62.8M |
+$11.9M |
-$3.78M |
+$8.13M |
ATI, UNM, VST, KN, GIS
|
13F-HR |
1/30/2019, 11:18 AM |
| Q3 2018 |
22 |
$74M |
+$17M |
-$3.08M |
+$13.9M |
ATI, CWEN, TUP, KN, HURN
|
13F-HR |
11/7/2018, 10:38 AM |
| Q2 2018 |
21 |
$70.7M |
+$15.9M |
-$4.28M |
+$11.6M |
ATI, HURN, NYLD, INWK, KN
|
13F-HR |
8/9/2018, 10:04 AM |
| Q1 2018 |
20 |
$66.3M |
+$14.5M |
-$2.33M |
+$12.2M |
ATI, INWK, NYLD, HURN, EVHC
|
13F-HR |
5/7/2018, 03:17 PM |
| Q4 2017 |
26 |
$75.7M |
+$15.1M |
-$9M |
+$6.11M |
ATI, ETM, MRC, INWK, TPH
|
13F-HR |
2/5/2018, 11:20 AM |
| Q3 2017 |
24 |
$71.1M |
+$4.63M |
-$9M |
-$4.37M |
ATI, INWK, Y, DFIN, SYNT
|
13F-HR |
11/13/2017, 11:19 AM |
| Q2 2017 |
26 |
$77.5M |
+$16.1M |
-$8.67M |
+$7.42M |
ATI, INWK, DFIN, Y, FNFV
|
13F-HR |
8/14/2017, 10:23 AM |
| Q1 2017 |
28 |
$77.9M |
+$8.58M |
-$6.89M |
+$1.69M |
INWK, ATI, DFIN, ENTA, HHC
|
13F-HR |
5/10/2017, 02:56 PM |
| Q4 2016 |
31 |
$81.1M |
+$13.9M |
-$46.7M |
-$32.8M |
INWK, STAR, FLWS, FNFV, DFIN
|
13F-HR |
2/8/2017, 02:11 PM |
| Q3 2016 |
33 |
$125M |
+$17.3M |
-$10.3M |
+$7M |
INWK, GLW, FLWS, ATI, TPH
|
13F-HR |
11/10/2016, 10:05 AM |
| Q2 2016 |
33 |
$117M |
+$16.3M |
-$18.1M |
-$1.75M |
INWK, FLWS, GLW, SAIC, TPH
|
13F-HR |
8/9/2016, 08:42 AM |
| Q1 2016 |
33 |
$127M |
+$18.2M |
-$151M |
-$133M |
INWK, SAIC, ATI, FLWS, GLW
|
13F-HR |
5/2/2016, 05:45 PM |
| Q4 2015 |
34 |
$279M |
+$39.8M |
-$49.8M |
-$10M |
ENDPQ, STAR, Y, SAIC, INWK
|
13F-HR |
2/9/2016, 09:19 AM |
| Q3 2015 |
33 |
$317M |
+$34.5M |
-$43M |
-$8.55M |
STAR, Y, EXC, TPH, ALR
|
13F-HR |
11/12/2015, 10:14 AM |
| Q2 2015 |
33 |
$401M |
+$35.5M |
-$43.2M |
-$7.66M |
STAR, TPH, FNFV, Y, ALR
|
13F-HR |
8/10/2015, 03:46 PM |
| Q1 2015 |
38 |
$422M |
+$69.1M |
-$88.1M |
-$19.1M |
ATI, GIBXXXX, ALR, TPH, FNF
|
13F-HR |
5/12/2015, 03:37 PM |
| Q4 2014 |
38 |
$486M |
+$87M |
-$109M |
-$22.4M |
ATI, GIBXXXX, ALR, EXC, SXC
|
13F-HR |
2/10/2015, 11:11 AM |
| Q3 2014 |
36 |
$525M |
+$89M |
-$37.7M |
+$51.3M |
SXC, ALR, GLW, GIBXXXX, STAR
|
13F-HR |
11/12/2014, 02:37 PM |
| Q2 2014 |
36 |
$577M |
+$71.2M |
-$31.2M |
+$40M |
HHC, ATI, SXC, GLW, ALR
|
13F-HR |
8/12/2014, 02:08 PM |
| Q1 2014 |
35 |
$528M |
+$77.9M |
-$26.6M |
+$51.3M |
HHC, SXC, GLW, STAR, ALR
|
13F-HR |
5/12/2014, 01:48 PM |
| Q4 2013 |
37 |
$508M |
|
|
|
ALR, HHC, SXC, STAR, PAY
|
13F-HR |
2/11/2014, 11:13 AM |