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TIG

Tribune Investment Group Portfolio holdings

AUM $247M
1-Year Est. Return 103.77%
This Fund
S&P 500
This Quarter Est. Return
-1.56%
1 Year Est. Return
+103.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$54.3M
Cap. Flow
+$1.3M
Cap. Flow %
0.56%
Top 10 Hldgs %
53.67%
Holding
48
New
21
Increased
2
Reduced
6
Closed
17
Avg Time Held Equity + Options
0.3 quarters
Top 10 Avg Time Held Equity + Options
0.2 quarters
Top 20 Avg Time Held Equity + Options
0.4 quarters
Avg Time Held Equity only
0.4 quarters
Top 10 Avg Time Held Equity only
0.3 quarters
Top 20 Avg Time Held Equity only
0.4 quarters

Top Buys

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$14.2M
2
WWD icon
Woodward
WWD
+$8.69M
3
AAON icon
Aaon
AAON
+$8.25M
4
AIT icon
Applied Industrial Technologies
AIT
+$8.13M
5
BLD
TopBuild
BLD
+$7.68M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$9.87M
2
WAB icon
Wabtec
WAB
+$8.72M
3
COF icon
Capital One
COF
+$8.56M
4
SPGI icon
S&P Global
SPGI
+$8.43M
5
JLL icon
Jones Lang LaSalle
JLL
+$8.35M

Sector Composition

Rank Sector Weight
1 Industrials 40.23%
2 Miscellaneous 25.11%
3 Financials 13.95%
4 Real Estate 5.7%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CW icon
26
Curtiss-Wright
CW
$20.2B
$4.44M 1.91%
+14,000
New +$4.72M
2025 Q1
0 quarters
SPGI icon
27
S&P Global
SPGI
$114B
$4.32M 1.85%
8,500
-16,500
-66% -$8.43M
2024 Q4
1 quarter
BATRK icon
28
Atlanta Braves Holdings Series B
BATRK
$3.34B
$2.4M 1.03%
+60,000
New +$2.34M
2025 Q1
0 quarters
HEI icon
29
HEICO Corp
HEI
$42.3B
$2.14M 0.92%
+8,000
New +$1.95M
2025 Q1
0 quarters
WRB icon
30
W.R. Berkley
WRB
$25.6B
$2.13M 0.92%
+30,000
New +$1.84M
2025 Q1
0 quarters
TRS icon
31
TriMas Corp
TRS
$1.4B
$1.76M 0.75%
+75,000
New +$1.78M
2025 Q1
0 quarters
BKR icon
32
Baker Hughes
BKR
$55.6B
– –
-130,000
Closed -$5.33M –
CEG icon
33
Constellation Energy
CEG
$91.2B
– –
-30,000
Closed -$6.71M –
COF icon
34
Capital One
COF
$119B
– –
-48,000
Closed -$8.56M –
CP icon
35
Canadian Pacific Kansas City
CP
$75.5B
– –
-90,000
Closed -$6.51M –
CRH icon
36
CRH
CRH
$54.5B
– –
-52,000
Closed -$4.81M –
DAL icon
37
Delta Air Lines
DAL
$55.3B
– –
-87,000
Closed -$5.26M –
EVR icon
38
Evercore
EVR
$10.1B
– –
-15,000
Closed -$4.16M –
GVA icon
39
Granite Construction
GVA
$5.33B
– –
-34,000
Closed -$2.98M –
JLL icon
40
Jones Lang LaSalle
JLL
$14.1B
– –
-33,000
Closed -$8.35M –
KNF icon
41
Knife River
KNF
$2.86B
– –
-41,000
Closed -$4.17M –
ROAD icon
42
Construction Partners
ROAD
$5.17B
– –
-35,000
Closed -$3.1M –
TDW icon
43
Tidewater
TDW
$4.1B
– –
-60,000
Closed -$3.28M –
TRP icon
44
TC Energy
TRP
$61.5B
– –
-92,000
Closed -$4.28M –
UNP icon
45
Union Pacific
UNP
$165B
– –
-35,000
Closed -$7.98M –
WAB icon
46
Wabtec
WAB
$48.6B
– –
-46,000
Closed -$8.72M –
GEV icon
47
GE Vernova
GEV
$263B
– –
-30,000
Closed -$9.87M –
ECG
48
Everus Construction Group
ECG
$6.3B
– –
-65,000
Closed -$4.27M –
1
2

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Tribune Investment Group's Q1 2025 Portfolio in Review

As of Q1 2025, Tribune Investment Group held 48 positions worth $233M, up 30% from $179M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Tribune Investment Group's Q1 2025 filing shows 21 new, 2 increased, 6 reduced and 17 closed positions. Its largest new stake was Clean Harbors: 65,000 shares worth $12.8M. The largest sale was GE Vernova, an estimated $9.87M.

By sector, the portfolio is most concentrated in Industrials at 40% of assets, down from 41% a quarter earlier, followed by Miscellaneous and Financials.

  • Tribune Investment Group's largest Q1 2025 buy was Clean Harbors: 65,000 shares worth $12.8M.
  • Tribune Investment Group added most to Unifirst Corp in Q1 2025, an estimated $6.89M increase.
  • Tribune Investment Group's biggest Q1 2025 reduction was S&P Global, cutting an estimated $8.43M.
  • Tribune Investment Group fully exited GE Vernova in Q1 2025, selling an estimated $9.87M.
  • Tribune Investment Group's ten largest holdings make up 54% of its $233M portfolio in Q1 2025.
  • Tribune Investment Group opened 21 new positions and closed 17 in Q1 2025.
  • Tribune Investment Group's portfolio value rose 30% quarter-over-quarter to $233M.

Based on Tribune Investment Group's 13F filing for Q1 2025, filed 14 May 2025.