| Q2 2024 |
359 |
$184M |
+$86.6M |
-$78.2M |
+$8.47M |
HROW, IGT, PENN, WYNN, FLUT
|
13F-HR |
8/13/2024, 04:08 PM |
| Q1 2024 |
318 |
$177M |
+$91.4M |
-$84.8M |
+$6.62M |
WYNN, LLYVA, HES, PXD, PENN
|
13F-HR |
5/15/2024, 11:11 AM |
| Q4 2023 |
256 |
$164M |
+$67.6M |
-$155M |
-$87.3M |
IGT, WYNN, LSXMA, MGM, BYD
|
13F-HR |
2/13/2024, 10:46 AM |
| Q3 2023 |
486 |
$238M |
+$120M |
-$96.1M |
+$24.3M |
BYD, IGT, MGM, WYNN, HROW
|
13F-HR |
11/14/2023, 11:26 AM |
| Q2 2023 |
334 |
$222M |
+$107M |
-$34.8M |
+$71.9M |
IGT, BYD, ITOT, WYNN, MGM
|
13F-HR |
8/11/2023, 10:26 AM |
| Q1 2023 |
327 |
$207M |
+$92.2M |
-$33.3M |
+$58.9M |
BYD, IGT, MGM, WYNN, PLAY
|
13F-HR |
5/11/2023, 01:39 PM |
| Q4 2022 |
284 |
$207M |
+$102M |
-$35.5M |
+$66.2M |
BYD, IGT, MGM, HROW, SMLR
|
13F-HR |
3/29/2023, 04:31 PM |
| Q3 2022 |
248 |
$198M |
+$121M |
-$7.55M |
+$113M |
BYD, IGT, VIXYXXXX, ATVI, MGM
|
13F-HR |
11/14/2022, 01:00 PM |
| Q2 2022 |
269 |
$135M |
+$68.7M |
-$17.6M |
+$51.2M |
BYD, IGT, SGEN, MAT, MGM
|
13F-HR |
8/15/2022, 11:27 AM |
| Q1 2022 |
258 |
$180M |
+$104M |
-$19.4M |
+$84.7M |
STRL, BYD, IGT, MGM, ADPT
|
13F-HR |
5/16/2022, 02:06 PM |
| Q4 2021 |
149 |
$129M |
+$61.1M |
-$13.6M |
+$47.5M |
STRL, BYD, IGT, NVT, BLDR
|
13F-HR |
2/14/2022, 10:14 AM |
| Q3 2021 |
125 |
$127M |
+$52.9M |
-$61M |
-$8.14M |
STRL, BYD, IGT, VO, SMLR
|
13F-HR |
11/15/2021, 09:49 AM |
| Q2 2021 |
131 |
$136M |
+$58M |
-$58M |
+$44K |
STRL, BYD, IGT, GNRC, NVT
|
13F-HR |
8/16/2021, 02:48 PM |
| Q1 2021 |
146 |
$131M |
+$65.7M |
-$74M |
-$8.32M |
BYD, STRL, IBKR, HUN, IGT
|
13F-HR |
5/17/2021, 05:22 PM |
| Q4 2020 |
160 |
$125M |
+$53.4M |
-$53.1M |
+$333K |
BYD, GROW, SMLR, ROCK, EAT
|
13F-HR |
2/16/2021, 04:07 PM |
| Q3 2020 |
115 |
$133M |
+$82.9M |
-$18.6M |
+$64.3M |
BYD, EAT, NVT, SPY, CSX
|
13F-HR |
11/13/2020, 04:06 PM |
| Q2 2020 |
155 |
$127M |
+$65.5M |
-$16.2M |
+$49.3M |
EAT, BYD, PZZA, AMZN, SPLV
|
13F-HR |
8/14/2020, 04:27 PM |
| Q1 2020 |
116 |
$82.4M |
+$52.5M |
-$14.1M |
+$38.4M |
CHDN, PZZA, SMLR, BYD, HROW
|
13F-HR |
5/15/2020, 03:34 PM |
| Q4 2019 |
123 |
$137M |
+$69.9M |
-$23M |
+$46.8M |
CHDN, RHHBY, TDG, SMLR, AMZN
|
13F-HR |
2/14/2020, 12:32 PM |
| Q3 2019 |
97 |
$118M |
+$53.1M |
-$21.5M |
+$31.6M |
CHDN, EAT, CCK, IGT, BYD
|
13F-HR |
11/13/2019, 08:17 AM |
| Q2 2019 |
119 |
$158M |
+$78.7M |
-$14.5M |
+$64.2M |
TSLA, NVS, CHDN, CCK, BYD
|
13F-HR |
8/14/2019, 11:23 AM |
| Q1 2019 |
100 |
$127M |
+$57M |
-$26.4M |
+$30.6M |
LIQT, TSLA, ABT, CCK, CHDN
|
13F-HR |
5/15/2019, 10:55 AM |
| Q4 2018 |
101 |
$128M |
+$67.2M |
-$9.02M |
+$58.2M |
BSX, LSXMKXXXX, LSXMAXXXX, EAT, TSLA
|
13F-HR |
2/14/2019, 01:48 PM |
| Q3 2018 |
101 |
$115M |
+$58.6M |
-$20.4M |
+$38.2M |
LSXMAXXXX, GILD, BYD, SYK, MRK
|
13F-HR |
11/14/2018, 01:09 PM |
| Q2 2018 |
74 |
$106M |
+$42.8M |
-$21.4M |
+$21.5M |
LSXMAXXXX, CCK, QCOM, BYD, TSLA
|
13F-HR |
8/14/2018, 02:03 PM |
| Q1 2018 |
81 |
$126M |
+$46.7M |
-$18.2M |
+$28.5M |
LSXMAXXXX, CCK, KSU, IACXXXX, IP
|
13F-HR |
5/15/2018, 01:36 PM |
| Q4 2017 |
94 |
$140M |
|
|
|
KSU, CCK, TRPXXXX, PKG, BK
|
13F-HR |
2/14/2018, 10:31 AM |