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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
SPY icon
1
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$824B
$25.2M 10.81%
+45,000
New +$26.4M
2025 Q1
0 quarters
MDY icon
2
CALL
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$21.3M 9.16%
+40,000
New +$22.7M
2025 Q1
0 quarters
CLH icon
3
Clean Harbors
CLH
$16.8B
$12.8M 5.5%
+65,000
New +$14.2M
2025 Q1
0 quarters
IWM icon
4
CALL
iShares Russell 2000 ETF
IWM
$78.2B
$12M 5.14%
+60,000
New +$13M
2025 Q1
0 quarters
MORN icon
5
Morningstar
MORN
$6.89B
$10.8M 4.64%
36,000
+20,000
+125% +$6.3M
2024 Q4
1 quarter
WTW icon
6
Willis Towers Watson
WTW
$26.8B
$9.46M 4.06%
28,000
-11,000
-28% -$3.59M
2024 Q4
1 quarter
UNF icon
7
Unifirst Corp
UNF
$4.55B
$8.87M 3.81%
51,000
+33,000
+183% +$6.89M
2024 Q4
1 quarter
WWD icon
8
Woodward
WWD
$19.6B
$8.58M 3.68%
+47,000
New +$8.69M
2025 Q1
0 quarters
IP icon
9
International Paper
IP
$16.9B
$8.54M 3.67%
160,000
-30,000
-16% -$1.64M
2024 Q4
1 quarter
AIT icon
10
Applied Industrial Technologies
AIT
$12.6B
$7.44M 3.19%
+33,000
New +$8.13M
2025 Q1
0 quarters
BLD
11
DELISTED
TopBuild
BLD
$7.32M 3.14%
+24,000
New +$7.68M
2025 Q1
0 quarters
APD icon
12
Air Products & Chemicals
APD
$61.8B
$7.08M 3.04%
24,000
-11,000
-31% -$3.39M
2024 Q4
1 quarter
WY icon
13
Weyerhaeuser
WY
$13.3B
$6.73M 2.89%
+230,000
New +$6.84M
2025 Q1
0 quarters
CBRE icon
14
CBRE Group
CBRE
$37.5B
$6.54M 2.81%
+50,000
New +$6.79M
2025 Q1
0 quarters
AAON icon
15
Aaon
AAON
$6.87B
$6.25M 2.68%
+80,000
New +$8.25M
2025 Q1
0 quarters
JCI icon
16
Johnson Controls International
JCI
$94.6B
$6.17M 2.65%
77,000
-48,000
-38% -$3.95M
2024 Q4
1 quarter
MMM icon
17
3M
MMM
$83.5B
$6.17M 2.65%
42,000
-8,000
-16% -$1.18M
2024 Q4
1 quarter
NOC icon
18
Northrop Grumman
NOC
$67.9B
$6.14M 2.64%
+12,000
New +$5.73M
2025 Q1
0 quarters
PH icon
19
Parker-Hannifin
PH
$123B
$6.08M 2.61%
+10,000
New +$6.54M
2025 Q1
0 quarters
ULS icon
20
UL Solutions
ULS
$13.3B
$5.92M 2.54%
105,000
– –
2024 Q4
1 quarter
KKR icon
21
KKR & Co
KKR
$81B
$5.78M 2.48%
+50,000
New +$6.88M
2025 Q1
0 quarters
TDY icon
22
Teledyne Technologies
TDY
$28.6B
$5.47M 2.35%
+11,000
New +$5.44M
2025 Q1
0 quarters
GFF icon
23
Griffon
GFF
$4.26B
$5.36M 2.3%
+75,000
New +$5.53M
2025 Q1
0 quarters
DTM icon
24
DT Midstream
DTM
$12.3B
$5.02M 2.15%
52,000
– –
2024 Q4
1 quarter
KNTK icon
25
Kinetik
KNTK
$4.23B
$4.67M 2.01%
+90,000
New +$5.28M
2025 Q1
0 quarters
1
2

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ASBI
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DFS
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FU
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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'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.