|
Q1 2025
|
10 |
4,254,207 |
XPO, QXO, TLNE, RXO
|
13F-HR
|
5/13/2025 |
000090445425000244 |
|
Q4 2024
|
11 |
5,077,384 |
XPO, QXO, RXO, TLNE
|
13F-HR
|
2/12/2025 |
000090445425000115 |
|
Q3 2024
|
12 |
5,072,001 |
XPO, QXO INC, RXO, TLNE
|
13F-HR
|
11/13/2024 |
000090445424000602 |
|
Q2 2024
|
10 |
2,949,352 |
XPO, RXO, PFSI, HCA
|
13F-HR
|
8/12/2024 |
000090445424000456 |
|
Q1 2024
|
10 |
3,523,471 |
XPO, LAD, PFSI, RXO
|
13F-HR
|
5/10/2024 |
000090445424000283 |
|
Q4 2023
|
12 |
3,107,776 |
XPO, LAD, PFSI, RXO
|
13F-HR
|
2/12/2024 |
000090445424000130 |
|
Q3 2023
|
13 |
2,978,711 |
XPO, LAD, PFSI, FCNCA
|
13F-HR
|
11/13/2023 |
000090445423000606 |
|
Q2 2023
|
14 |
3,079,888 |
XPO, LAD, PFSI, RXO
|
13F-HR
|
8/11/2023 |
000090445423000484 |
|
Q1 2023
|
15 |
2,212,539 |
XPO, LAD, PFSI, RXO
|
13F-HR
|
5/12/2023 |
000090445423000313 |
|
Q4 2022
|
16 |
2,267,312 |
XPO, LAD, PFSI, OCCIDENTAL PETE CORP
|
NEW HOLDINGS
|
4/27/2023 |
000090445423000285 |
|
Q4 2022
|
15 |
2,247,083 |
XPO, LAD, PFSI, OCCIDENTAL PETE CORP
|
13F-HR
|
2/10/2023 |
000156761923002252 |
|
Q3 2022
|
17 |
2,206,483 |
XPO, LAD, OCCIDENTAL PETROLEUM COR, GOOGL
|
13F-HR
|
11/10/2022 |
000156761922019528 |
|
Q2 2022
|
16 |
2,209,624 |
XPO, GOOGL, LAD, OCCIDENTAL PETROLEUM CORP
|
13F-HR
|
8/12/2022 |
000156761922015759 |
|
Q1 2022
|
20 |
2,887,761 |
XPO, GOOGL, HCA, PFSI
|
13F-HR
|
5/13/2022 |
000156761922010530 |
|
Q4 2021
|
15 |
2,543,683 |
XPO, OXY, META, PFSI
|
13F-HR
|
2/11/2022 |
000156761922003413 |
|
Q3 2021
|
14 |
2,181,667 |
META, XPO, LNG, PFSI
|
13F-HR
|
11/12/2021 |
000156761921019990 |
|
Q2 2021
|
14 |
1,861,388 |
LNG, META, PFSI, GOOGL
|
13F-HR
|
8/13/2021 |
000156761921015372 |
|
Q1 2021
|
15 |
1,347,614 |
LNG, META, LBTYK, XPO
|
13F-HR
|
5/17/2021 |
000156761921010361 |
|
Q4 2020
|
14 |
1,133,881 |
LNG, FOLEY TRASIMENE ACQUISTN COR, LBTYK, XPO
|
13F-HR
|
2/12/2021 |
000156761921003540 |
|
Q3 2020
|
16 |
1,223,283 |
CLGX, FOLEY TRASIMENE ACQUISTN COR, LNG, LBTYK
|
13F-HR
|
11/13/2020 |
000156761920019613 |
|
Q2 2020
|
11 |
717,499 |
LNG, LBTYK, WPF, XPO
|
13F-HR
|
8/13/2020 |
000156761920015050 |
|
Q1 2020
|
17 |
756,117 |
LNG, LBTYK, XPO, META
|
13F-HR
|
5/14/2020 |
000156761920009978 |
|
Q4 2019
|
11 |
485,272 |
FOXA, LBTYK, IRWD, LNG
|
13F-HR
|
2/13/2020 |
000156761920003394 |
|
Q3 2019
|
14 |
668,924 |
AGN, FOXA, LBTYK, LNG
|
13F-HR
|
11/14/2019 |
000156761919021338 |
|
Q2 2019
|
17 |
629,936 |
AGN, FOXA, PCG, IRWD
|
13F-HR
|
8/14/2019 |
000156761919016708 |
|
Q1 2019
|
15 |
619,965 |
AGN, FOXA, PCG, IRWD
|
13F-HR
|
5/14/2019 |
000156761919010733 |
|
Q4 2018
|
16 |
589,406 |
TFCFA, AGN, IRWD, XPO
|
13F-HR
|
2/14/2019 |
000156761919003919 |