|
Q4 2025
|
29 |
955,997 |
BATRK, HYG puts, RKT, APP
|
13F-HR
|
2/17/2026 |
000117266126000919 |
|
Q3 2025
|
25 |
808,608 |
BATRK, RKT, CVCO, RBLX
|
13F-HR
|
11/14/2025 |
000117266125004904 |
|
Q2 2025
|
22 |
849,211 |
IWM puts, BATRK, CVCO, WIX
|
13F-HR
|
8/14/2025 |
000117266125003265 |
|
Q1 2025
|
22 |
682,270 |
CVCO, BATRK, WIX, WSC
|
13F-HR
|
5/15/2025 |
000117266125001954 |
|
Q4 2024
|
23 |
813,991 |
IWM puts, CVCO, RDDT, BATRK
|
13F-HR
|
2/14/2025 |
000117266125000860 |
|
Q3 2024
|
20 |
727,992 |
FTAI, CVCO, BATRK, WSC
|
13F-HR
|
11/14/2024 |
000117266124004725 |
|
Q2 2024
|
21 |
763,049 |
FTAI, CVCO, WSC, BATRK
|
13F-HR
|
8/14/2024 |
000117266124003429 |
|
Q1 2024
|
18 |
783,364 |
FTAI, CVCO, WSC, BATRK
|
13F-HR
|
5/15/2024 |
000117266124002361 |
|
Q4 2023
|
18 |
854,971 |
FTAI, CVCO, PLNT, BATRK
|
13F-HR
|
2/14/2024 |
000117266124001044 |
|
Q3 2023
|
18 |
664,591 |
FTAI, CVCO, WSC, BATRK
|
13F-HR
|
11/14/2023 |
000117266123003939 |
|
Q2 2023
|
17 |
742,595 |
CVCO, WSC, FTAI, BATRK
|
13F-HR
|
8/14/2023 |
000117266123003061 |
|
Q1 2023
|
18 |
729,901 |
CVCO, WSC, FTAI, BATRK
|
13F-HR
|
5/15/2023 |
000117266123002145 |
|
Q4 2022
|
18 |
703,753 |
WSC, CVCO, FTAI, BATRK
|
13F-HR
|
2/14/2023 |
000117266123000886 |
|
Q3 2022
|
18 |
567,507 |
WSC, CVCO, BATRK, NGVT
|
13F-HR
|
11/14/2022 |
000117266122002408 |
|
Q2 2022
|
20 |
638,827 |
WSC, TJX, ESTC, BATRK
|
13F-HR
|
8/15/2022 |
000117266122001870 |
|
Q1 2022
|
20 |
786,838 |
WSC, EB, ESTC, TJX
|
13F-HR
|
5/16/2022 |
000117266122001340 |
|
Q4 2021
|
16 |
826,032 |
WSC, TJX, CVCO, LEVI
|
13F-HR
|
2/14/2022 |
000117266122000458 |
|
Q3 2021
|
19 |
807,213 |
WSC, ESTC, TJX, CVCO
|
13F-HR
|
11/15/2021 |
000117266121002246 |
|
Q2 2021
|
17 |
844,485 |
WSC, TJX, PLNT, ESTC
|
13F-HR
|
8/16/2021 |
000117266121001772 |
|
Q1 2021
|
22 |
855,569 |
WSC, TJX, PLNT, NGVT
|
13F-HR
|
5/17/2021 |
000117266121001200 |
|
Q4 2020
|
15 |
890,109 |
TJX, PLNT, TREX, WSC
|
13F-HR
|
2/16/2021 |
000117266121000736 |
|
Q3 2020
|
16 |
686,893 |
TREX, PLNT, TJX, FICO
|
13F-HR
|
11/16/2020 |
000117266120002223 |
|
Q2 2020
|
16 |
559,603 |
TREX, FICO, FND, NGVT
|
13F-HR
|
8/14/2020 |
000117266120001706 |
|
Q1 2020
|
17 |
363,661 |
FICO, TREX, AVALARA INC, EXP
|
13F-HR
|
5/15/2020 |
000117266120001284 |
|
Q4 2019
|
16 |
419,543 |
FICO, EXP, NGVT, WSC
|
13F-HR
|
2/14/2020 |
000117266120000527 |
|
Q3 2019
|
16 |
374,228 |
FICO, EXP, NGVT, CVCO
|
13F-HR
|
11/14/2019 |
000117266119002222 |
|
Q2 2019
|
15 |
299,290 |
FICO, EXP, NGVT, WBC
|
13F-HR
|
8/14/2019 |
000117266119001736 |
|
Q1 2019
|
11 |
200,336 |
FICO, EXP, WBC, PGTI
|
13F-HR
|
5/15/2019 |
000117266119001227 |
|
Q4 2018
|
15 |
180,487 |
FICO, WBC, PGTI, EXP
|
13F-HR
|
2/14/2019 |
000117266119000505 |