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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
+$63.5M
Cap. Flow %
27.26%
Top 10 Hldgs %
53.67%
Holding
48
New
21
Increased
2
Reduced
6
Closed
17

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 Financials 13.95%
3 Real Estate 5.7%
4 Consumer Discretionary 4.42%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CW icon
26
Curtiss-Wright
CW
$23.8B
$4.44M 1.91%
+14,000
New +$4.72M
SPGI icon
27
S&P Global
SPGI
$126B
$4.32M 1.85%
8,500
-16,500
-66% -$8.43M
BATRK icon
28
Atlanta Braves Holdings Series B
BATRK
$3.41B
$2.4M 1.03%
+60,000
New +$2.34M
HEI icon
29
HEICO Corp
HEI
$49.5B
$2.14M 0.92%
+8,000
New +$1.95M
WRB icon
30
W.R. Berkley
WRB
$25.9B
$2.13M 0.92%
+30,000
New +$1.84M
TRS icon
31
TriMas Corp
TRS
$1.37B
$1.76M 0.75%
+75,000
New +$1.78M
BKR icon
32
Baker Hughes
BKR
$62.7B
– –
-130,000
Closed -$5.33M
CEG icon
33
Constellation Energy
CEG
$96.6B
– –
-30,000
Closed -$6.71M
COF icon
34
Capital One
COF
$132B
– –
-48,000
Closed -$8.56M
CP icon
35
Canadian Pacific Kansas City
CP
$83.7B
– –
-90,000
Closed -$6.51M
CRH icon
36
CRH
CRH
$62.3B
– –
-52,000
Closed -$4.81M
DAL icon
37
Delta Air Lines
DAL
$53.5B
– –
-87,000
Closed -$5.26M
EVR icon
38
Evercore
EVR
$11.1B
– –
-15,000
Closed -$4.16M
GVA icon
39
Granite Construction
GVA
$5.51B
– –
-34,000
Closed -$2.98M
JLL icon
40
Jones Lang LaSalle
JLL
$17.9B
– –
-33,000
Closed -$8.35M
KNF icon
41
Knife River
KNF
$3.77B
– –
-41,000
Closed -$4.17M
ROAD icon
42
Construction Partners
ROAD
$6.4B
– –
-35,000
Closed -$3.1M
TDW icon
43
Tidewater
TDW
$4.74B
– –
-60,000
Closed -$3.28M
TRP icon
44
TC Energy
TRP
$65.4B
– –
-92,000
Closed -$4.28M
UNP icon
45
Union Pacific
UNP
$182B
– –
-35,000
Closed -$7.98M
WAB icon
46
Wabtec
WAB
$49.4B
– –
-46,000
Closed -$8.72M
GEV icon
47
GE Vernova
GEV
$252B
– –
-30,000
Closed -$9.87M
ECG
48
Everus Construction Group
ECG
$6.37B
– –
-65,000
Closed -$4.27M
1
2

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ASBI
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DFS
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FU
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PP
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TSM
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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 deployed $63.5M of net new capital in Q1 2025, opening 21 new positions and adding to 2 existing holdings. Its largest new stake was Clean Harbors: 65,000 shares worth $12.8M.

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

On the sell side, the largest reduction was S&P Global, an estimated $8.43M trimmed.

  • 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.