| Q2 2024 |
24 |
$1.39B |
+$132M |
-$28.8M |
+$103M |
MTZ, SPR, ARRY, DY, FSLR
|
13F-HR |
8/14/2024, 10:52 AM |
| Q1 2024 |
22 |
$1.36B |
+$121M |
$0 |
+$121M |
SPR, MTZ, ARRY, CRH, DY
|
13F-HR |
5/15/2024, 10:47 AM |
| Q4 2023 |
20 |
$1.13B |
+$239M |
-$26.6M |
+$213M |
SPR, MTZ, ARRY, TGI, FSLR
|
13F-HR |
2/14/2024, 10:18 AM |
| Q3 2023 |
22 |
$745M |
+$203M |
-$16.2M |
+$187M |
ARRY, SPR, MTZ, ATKR, ENS
|
13F-HR |
11/14/2023, 02:25 PM |
| Q2 2023 |
25 |
$654M |
+$129M |
-$47.2M |
+$82.1M |
ARRY, DY, ATKR, ENS, MTZ
|
13F-HR |
8/14/2023, 07:45 AM |
| Q1 2023 |
23 |
$509M |
+$41.8M |
-$3.63M |
+$38.2M |
ARRY, DY, ENS, MTZ, ATKR
|
13F-HR |
5/15/2023, 09:59 AM |
| Q4 2022 |
23 |
$574M |
+$95M |
-$11.4M |
+$83.5M |
AAWW, ARRY, DY, ENS, ATKR
|
13F-HR |
2/13/2023, 09:58 AM |
| Q3 2022 |
21 |
$500M |
+$33.8M |
-$1.26M |
+$32.5M |
AAWW, ARRY, DY, SPR, ENS
|
13F-HR |
11/14/2022, 08:46 AM |
| Q2 2022 |
21 |
$434M |
+$53.1M |
-$4.66M |
+$48.4M |
AAWW, DY, SPR, ARRY, TGI
|
13F-HR |
8/15/2022, 12:19 PM |
| Q1 2022 |
23 |
$524M |
+$86.5M |
|
+$86.5M |
AAWW, DY, SPR, TGI, SABR
|
13F-HR |
5/16/2022, 11:08 AM |
| Q4 2021 |
19 |
$439M |
+$28.1M |
-$18.5M |
+$9.55M |
AAWW, DY, SPR, TGI, SABR
|
13F-HR |
2/14/2022, 01:20 PM |
| Q3 2021 |
24 |
$394M |
+$53M |
$0 |
+$53M |
AAWW, DY, SABR, TGI, SPR
|
13F-HR |
11/15/2021, 11:15 AM |
| Q2 2021 |
18 |
$330M |
+$96.8M |
-$11.6M |
+$85.2M |
AAWW, DY, TGI, SABR, ENS
|
13F-HR |
8/16/2021, 02:11 PM |
| Q1 2021 |
17 |
$241M |
+$49M |
-$25.3M |
+$23.7M |
DY, AAWW, SABR, ENS, TGI
|
Restatement |
5/14/2021, 06:44 PM |
| Q4 2020 |
18 |
$184M |
|
|
|
DY, ENS, SABR, AAWW, CARG
|
13F-HR |
2/16/2021, 11:20 AM |