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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
+20.54%
1 Year Est. Return
+103.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$203M
AUM Growth
-$29.8M
Cap. Flow
-$54.4M
Cap. Flow %
-26.76%
Top 10 Hldgs %
57.32%
Holding
46
New
15
Increased
6
Reduced
3
Closed
22

Top Buys

Rank Stock Value
1
CSGP icon
CoStar Group
CSGP
+$14M
2
HON icon
Honeywell
HON
+$10.1M
3
JCI icon
Johnson Controls International
JCI
+$9.48M
4
SCHW
Charles Schwab
SCHW
+$8.37M
5
CMI icon
Cummins
CMI
+$8.36M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$10.1M
2
WTW icon
Willis Towers Watson
WTW
+$9.46M
3
IP icon
International Paper
IP
+$8.54M
4
AIT icon
Applied Industrial Technologies
AIT
+$7.44M
5
BLD
TopBuild
BLD
+$7.32M

Sector Composition

Rank Sector Weight
1 Industrials 67.26%
2 Real Estate 11.61%
3 Financials 8.82%
4 Energy 6.82%
5 Utilities 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIT icon
26
Applied Industrial Technologies
AIT
$12.4B
– –
-33,000
Closed -$7.44M
APD icon
27
Air Products & Chemicals
APD
$67.5B
– –
-24,000
Closed -$7.08M
BATRK icon
28
Atlanta Braves Holdings Series B
BATRK
$3.41B
– –
-60,000
Closed -$2.4M
BLD
29
DELISTED
TopBuild
BLD
– –
-24,000
Closed -$7.32M
HEI icon
30
HEICO Corp
HEI
$49.5B
– –
-8,000
Closed -$2.14M
IP icon
31
International Paper
IP
$21.5B
– –
-160,000
Closed -$8.54M
IWM icon
32
CALL
iShares Russell 2000 ETF
IWM
$81.3B
– –
-60,000
Closed -$12M
KKR icon
33
KKR & Co
KKR
$97.1B
– –
-50,000
Closed -$5.78M
KNTK icon
34
Kinetik
KNTK
$4.38B
– –
-90,000
Closed -$4.67M
MDY icon
35
CALL
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.8B
– –
-40,000
Closed -$21.3M
MMM icon
36
3M
MMM
$92.9B
– –
-42,000
Closed -$6.17M
NOC icon
37
Northrop Grumman
NOC
$80.7B
– –
-12,000
Closed -$6.14M
PH icon
38
Parker-Hannifin
PH
$127B
– –
-10,000
Closed -$6.08M
SPGI icon
39
S&P Global
SPGI
$126B
– –
-8,500
Closed -$4.32M
SPY icon
40
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-45,000
Closed -$25.2M
TDY icon
41
Teledyne Technologies
TDY
$29.3B
– –
-11,000
Closed -$5.47M
TRS icon
42
TriMas Corp
TRS
$1.37B
– –
-75,000
Closed -$1.76M
WRB icon
43
W.R. Berkley
WRB
$25.9B
– –
-30,000
Closed -$2.13M
WTW icon
44
Willis Towers Watson
WTW
$31.6B
– –
-28,000
Closed -$9.46M
WY icon
45
Weyerhaeuser
WY
$17.9B
– –
-230,000
Closed -$6.73M
ULS icon
46
UL Solutions
ULS
$15.2B
– –
-105,000
Closed -$5.92M
1
2

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TI
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Tribune Investment Group held 46 positions worth $203M, down 13% from $233M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Tribune Investment Group withdrew a net $54.4M in Q2 2025, closing 22 positions and reducing 3 holdings. Its most notable exit was Willis Towers Watson, an estimated $9.46M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 67% of assets, up from 40% a quarter earlier, followed by Real Estate and Financials.

Against the trend, Tribune Investment Group opened a new position in CoStar Group worth $14.5M.

  • Tribune Investment Group's largest Q2 2025 buy was CoStar Group: 180,000 shares worth $14.5M.
  • Tribune Investment Group added most to Johnson Controls International in Q2 2025, an estimated $9.48M increase.
  • Tribune Investment Group's biggest Q2 2025 reduction was Clean Harbors, cutting an estimated $10.1M.
  • Tribune Investment Group fully exited Willis Towers Watson in Q2 2025, selling an estimated $9.46M.
  • Tribune Investment Group's ten largest holdings make up 57% of its $203M portfolio in Q2 2025.
  • Tribune Investment Group opened 15 new positions and closed 22 in Q2 2025.
  • Tribune Investment Group's portfolio value fell 13% quarter-over-quarter to $203M.

Based on Tribune Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.