Tribune Investment Group LP

Tribune Investment Group LP reported 34 holdings worth US$247M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Tribune Investment Group LP reported 34 holdings worth US$247M as of Jun 30, 2026. Largest: Ametek, Inc., Csx Corporation and Qnity Electronics, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
34
Value as reported
US$247M

The filing in full

CompanySharesValue as reported% of portfolio
Ametek, Inc.34,210US$8.28M3.4%
Csx Corporation168KUS$7.98M3.2%
Qnity Electronics, Inc.45,740US$7.47M3.0%
Fedex Corporation23,590US$7.39M3.0%
Parker-hannifin Corporation7,260US$7.1M2.9%
Bloom Energy Corporation22,090US$6.69M2.7%
Timken Company (the)41,520US$6.03M2.4%
Rpm International Inc.53,700US$5.97M2.4%
Ge Vernova Inc.5,050US$5.93M2.4%
Ati Inc.29,380US$5.79M2.3%
Woodward, Inc.13,520US$5.75M2.3%
Sandisk Corporation2,445US$5.56M2.3%
Rbc Bearings Incorporated7,470US$4.81M2.0%
Microchip Technology Incorporated51,590US$4.71M1.9%
Curtiss-wright Corporation5,670US$4.3M1.7%
Cameco Corporation40,000US$4.07M1.7%
Keysight Technologies Inc.11,240US$3.93M1.6%
Micron Technology, Inc.3,370US$3.89M1.6%
Ftai Aviation Ltd.13,880US$3.75M1.5%
Forgent Power Solutions, Inc.64,700US$3.61M1.5%
Borgwarner Inc.51,680US$3.43M1.4%
Karman Holdings Inc.64,200US$3.2M1.3%
Mastec, Inc.7,640US$3.18M1.3%
Bwx Technologies, Inc.16,000US$3.11M1.3%
Dycom Industries, Inc.5,830US$2.95M1.2%
Corning Incorporated9,200US$2.35M0.95%
Carpenter Technology Corporation3,580US$2.21M0.90%
Air Products And Chemicals, Inc.7,360US$2.16M0.87%
Fermi Inc.107KUS$982K0.40%
Analog Devices, Inc.0US$00.00%
Caterpillar, Inc.0US$00.00%
Cintas Corporation0US$00.00%
Core & Main, Inc.0US$00.00%
Ecolab Inc.0US$00.00%
Genuine Parts Company0US$00.00%
Kratos Defense & Security Solutions, Inc.0US$00.00%
Mirion Technologies, Inc.0US$00.00%
Union Pacific Corporation0US$00.00%
Williams Companies, Inc. (the)0US$00.00%

Source

View original at SEC

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