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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
+16.17%
1 Year Est. Return
+103.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$261M
AUM Growth
+$76.7M
Cap. Flow
+$68.7M
Cap. Flow %
26.31%
Top 10 Hldgs %
61.86%
Holding
42
New
22
Increased
–
Reduced
8
Closed
12

Top Buys

Rank Stock Value
1
JCI icon
Johnson Controls International
JCI
+$10M
2
ECL icon
Ecolab
ECL
+$8.64M
3
LIN icon
Linde
LIN
+$8.02M
4
MTZ icon
MasTec
MTZ
+$7.85M
5
ADI icon
Analog Devices
ADI
+$7.17M

Top Sells

Rank Stock Value
1
AME icon
Ametek
AME
+$12.3M
2
CMI icon
Cummins
CMI
+$11.2M
3
CBRE icon
CBRE Group
CBRE
+$10.5M
4
CRH icon
CRH
CRH
+$9.36M
5
FERG icon
Ferguson
FERG
+$8.24M

Sector Composition

Rank Sector Weight
1 Industrials 42.82%
2 Materials 6.35%
3 Energy 3.58%
4 Technology 2.75%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
1
PUT
iShares Russell 2000 ETF
IWM
$82.4B
$62M 23.75%
+250,000
New +$64.5M
SPY icon
2
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$19.5M 7.47%
+30,000
New +$20.4M
IGV icon
3
CALL
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$12M 4.6%
+150,000
New +$13.3M
CSX icon
4
CSX Corp
CSX
$92.9B
$10.7M 4.09%
259,900
-90,100
-26% -$3.53M
JCI icon
5
Johnson Controls International
JCI
$91.7B
$10.2M 3.89%
+77,550
New +$10M
PH icon
6
Parker-Hannifin
PH
$134B
$9.99M 3.83%
11,160
-2,840
-20% -$2.69M
GLW icon
7
CALL
Corning
GLW
$137B
$9.52M 3.65%
70,000
-30,000
-30% -$3.62M
MTZ icon
8
MasTec
MTZ
$23B
$9.33M 3.57%
+29,000
New +$7.85M
FDX icon
9
FedEx
FDX
$80.3B
$9.21M 3.53%
25,860
-4,140
-14% -$1.44M
RKT icon
10
CALL
Rocket Companies
RKT
$42.6B
$9.12M 3.49%
+640,000
New +$11.6M
LIN icon
11
Linde
LIN
$220B
$8.43M 3.23%
+17,000
New +$8.02M
CAT icon
12
Caterpillar
CAT
$393B
$8.17M 3.13%
11,530
-1,470
-11% -$1.02M
ECL icon
13
Ecolab
ECL
$77.4B
$8.15M 3.12%
+30,630
New +$8.64M
CRS icon
14
Carpenter Technology
CRS
$26.6B
$7.71M 2.95%
+19,560
New +$7.12M
ADI icon
15
Analog Devices
ADI
$186B
$7.17M 2.75%
+22,530
New +$7.17M
WMB icon
16
Williams Companies
WMB
$89.3B
$7.16M 2.74%
+98,410
New +$6.81M
AER icon
17
AerCap
AER
$23.5B
$6.15M 2.35%
+44,800
New +$6.41M
GEV icon
18
GE Vernova
GEV
$279B
$5.51M 2.11%
+6,310
New +$4.92M
FTAI icon
19
FTAI Aviation
FTAI
$22.2B
$5.39M 2.06%
+22,000
New +$5.83M
ATI icon
20
ATI
ATI
$30.9B
$4.65M 1.78%
32,000
-25,000
-44% -$3.48M
UNP icon
21
Union Pacific
UNP
$177B
$4.22M 1.62%
+17,390
New +$4.26M
CW icon
22
Curtiss-Wright
CW
$25.4B
$4.09M 1.57%
6,000
-11,000
-65% -$7.32M
CTAS icon
23
Cintas
CTAS
$80.3B
$4.05M 1.55%
+23,960
New +$4.59M
GPC icon
24
Genuine Parts
GPC
$18.7B
$4.05M 1.55%
38,300
-61,700
-62% -$7.64M
BE icon
25
Bloom Energy
BE
$69.6B
$4.04M 1.55%
+29,810
New +$4.38M
1
2

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VPA
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MAMHA
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EPIM
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NTCM
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KC
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Tribune Investment Group's Q1 2026 Portfolio in Review

As of Q1 2026, Tribune Investment Group held 42 positions worth $261M, up 42% from $184M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Tribune Investment Group deployed $68.7M of net new capital in Q1 2026, opening 22 new positions. Its largest new stake was Johnson Controls International: 77,550 shares worth $10.2M.

By sector, the portfolio is most concentrated in Industrials at 43% of assets, down from 65% a quarter earlier, followed by Materials and Energy.

On the sell side, the largest reduction was Genuine Parts, an estimated $7.64M trimmed.

  • Tribune Investment Group's largest Q1 2026 buy was Johnson Controls International: 77,550 shares worth $10.2M.
  • Tribune Investment Group's biggest Q1 2026 reduction was Genuine Parts, cutting an estimated $7.64M.
  • Tribune Investment Group fully exited Ametek in Q1 2026, selling an estimated $12.3M.
  • Tribune Investment Group's ten largest holdings make up 62% of its $261M portfolio in Q1 2026.
  • Tribune Investment Group opened 22 new positions and closed 12 in Q1 2026.
  • Tribune Investment Group's portfolio value rose 42% quarter-over-quarter to $261M.

Based on Tribune Investment Group's 13F filing for Q1 2026, filed 14 May 2026.