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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
SPY icon
1
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$25.2M 10.81%
+45,000
New +$26.4M
MDY icon
2
CALL
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$21.3M 9.16%
+40,000
New +$22.7M
CLH icon
3
Clean Harbors
CLH
$17.3B
$12.8M 5.5%
+65,000
New +$14.2M
IWM icon
4
CALL
iShares Russell 2000 ETF
IWM
$81.4B
$12M 5.14%
+60,000
New +$13M
MORN icon
5
Morningstar
MORN
$8.07B
$10.8M 4.64%
36,000
+20,000
+125% +$6.3M
WTW icon
6
Willis Towers Watson
WTW
$31.7B
$9.46M 4.06%
28,000
-11,000
-28% -$3.59M
UNF icon
7
Unifirst Corp
UNF
$5.25B
$8.87M 3.81%
51,000
+33,000
+183% +$6.89M
WWD icon
8
Woodward
WWD
$20.5B
$8.58M 3.68%
+47,000
New +$8.69M
IP icon
9
International Paper
IP
$21.6B
$8.54M 3.67%
160,000
-30,000
-16% -$1.64M
AIT icon
10
Applied Industrial Technologies
AIT
$12.5B
$7.44M 3.19%
+33,000
New +$8.13M
BLD
11
DELISTED
TopBuild
BLD
$7.32M 3.14%
+24,000
New +$7.68M
APD icon
12
Air Products & Chemicals
APD
$68B
$7.08M 3.04%
24,000
-11,000
-31% -$3.39M
WY icon
13
Weyerhaeuser
WY
$17.9B
$6.73M 2.89%
+230,000
New +$6.84M
CBRE icon
14
CBRE Group
CBRE
$44.5B
$6.54M 2.81%
+50,000
New +$6.79M
AAON icon
15
Aaon
AAON
$6.6B
$6.25M 2.68%
+80,000
New +$8.25M
JCI icon
16
Johnson Controls International
JCI
$87.5B
$6.17M 2.65%
77,000
-48,000
-38% -$3.95M
MMM icon
17
3M
MMM
$93.3B
$6.17M 2.65%
42,000
-8,000
-16% -$1.18M
NOC icon
18
Northrop Grumman
NOC
$81.2B
$6.14M 2.64%
+12,000
New +$5.73M
PH icon
19
Parker-Hannifin
PH
$128B
$6.08M 2.61%
+10,000
New +$6.54M
ULS icon
20
UL Solutions
ULS
$15.2B
$5.92M 2.54%
105,000
– –
KKR icon
21
KKR & Co
KKR
$96.7B
$5.78M 2.48%
+50,000
New +$6.88M
TDY icon
22
Teledyne Technologies
TDY
$29.5B
$5.47M 2.35%
+11,000
New +$5.44M
GFF icon
23
Griffon
GFF
$4.54B
$5.36M 2.3%
+75,000
New +$5.53M
DTM icon
24
DT Midstream
DTM
$13.2B
$5.02M 2.15%
52,000
– –
KNTK icon
25
Kinetik
KNTK
$4.39B
$4.67M 2.01%
+90,000
New +$5.28M
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.