Tribune Investment Group LP
Follow13F filer, CIK 2000730, NEW YORK, NY
Tribune Investment Group LP reported $203,115,650 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 57.32% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002000730-25-000004
- Period
- 2025-06-30
- Reported value
- $203M
- Holdings
- 24
- Top 10 weight
- 57.32%
- New
- 15
- Sold out
- 22
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CSGPnew | +180,000 | $14.5M |
| HONnew | +47,000 | $10.9M |
| JCIadded | +103,000 | $10.9M |
| SCHWnew | +100,000 | $9.12M |
| QXOnew | +420,000 | $9.05M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CLHreduced | -46,000 | -$10.6M |
| WTWexited | -28,000 | -$9.46M |
| IPexited | -160,000 | -$8.54M |
| AITexited | -33,000 | -$7.44M |
| BLDexited | -24,000 | -$7.32M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0002000730-25-000004, largest first. % of portfolio is the value over $203,115,650, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| JCIJOHNSON CONTROLS INTERNATION | 180,000 | $19M | 9.36% | +103,000 | Timeline | ||
| CSGPCOSTAR GROUP INC | 180,000 | $14.5M | 7.13% | new | Timeline | ||
| CWCURTISS WRIGHT CORP | 25,000 | $12.2M | 6.01% | +11,000 | Timeline | ||
| WWDWOODWARD INC | 48,000 | $11.8M | 5.79% | +1,000 | Timeline | ||
| UNFUNIFIRST CORP MASS | 60,000 | $11.3M | 5.56% | +9,000 | Timeline | ||
| HONHONEYWELL INTL INC | 47,000 | $10.9M | 5.39% | new | Timeline | ||
| DTMDT MIDSTREAM INC | 86,000 | $9.45M | 4.65% | +34,000 | Timeline | ||
| SCHWCHARLES SCHWAB CORP (THE) | 100,000 | $9.12M | 4.49% | new | Timeline | ||
| CBRECBRE GROUP INC | 65,000 | $9.11M | 4.48% | +15,000 | Timeline | ||
| QXOQXO INC | 420,000 | $9.05M | 4.45% | new | Timeline | ||
| CMICUMMINS INC | 27,000 | $8.84M | 4.35% | new | Timeline | ||
| CSXCSX CORP | 270,000 | $8.81M | 4.34% | new | Timeline | ||
| MORNMORNINGSTAR INC | 28,000 | $8.79M | 4.33% | -8,000 | Timeline | ||
| SPXCSPX TECHNOLOGIES INC | 42,000 | $7.04M | 3.47% | new | Timeline | ||
| CEGCONSTELLATION ENERGY CORP | 21,000 | $6.78M | 3.34% | new | Timeline | ||
| NVTNVENT ELEC PLC | 90,000 | $6.59M | 3.25% | new | Timeline | ||
| GXOGXO LOGISTICS INCORPORATED | 135,000 | $6.57M | 3.24% | new | Timeline | ||
| ALAIR LEASE CORP | 110,000 | $6.43M | 3.17% | new | Timeline | ||
| HWMHOWMET AEROSPACE INC | 25,000 | $4.65M | 2.29% | new | Timeline | ||
| VSTSVESTIS CORPORATION | 800,000 | $4.58M | 2.26% | new | Timeline | ||
| GFFGRIFFON CORP | 61,000 | $4.41M | 2.17% | -14,000 | Timeline | ||
| BKRBAKER HUGHES COMPANY | 115,000 | $4.41M | 2.17% | new | Timeline | ||
| CLHCLEAN HARBORS INC | 19,000 | $4.39M | 2.16% | -46,000 | Timeline | ||
| GPCGENUINE PARTS CO | 36,000 | $4.37M | 2.15% | new | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 45,000 | $25.2M | call |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 40,000 | $21.3M | call |
| IWMISHARES TR | 60,000 | $12M | call |
| WTWWILLIS TOWERS WATSON PLC LTD | 28,000 | $9.46M | shares |
| IPINTERNATIONAL PAPER CO | 160,000 | $8.54M | shares |
| AITAPPLIED INDL TECHNOLOGIES IN | 33,000 | $7.44M | shares |
| BLDTOPBUILD COR | 24,000 | $7.32M | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 24,000 | $7.08M | shares |
| WYWEYERHAEUSER CO | 230,000 | $6.73M | shares |
| AAONAAON INC | 80,000 | $6.25M | shares |
| MMM3M CO | 42,000 | $6.17M | shares |
| NOCNORTHROP GRUMMAN CORP | 12,000 | $6.14M | shares |
| PHPARKER-HANNIFIN CORP | 10,000 | $6.08M | shares |
| ULSUL SOLUTIONS INC | 105,000 | $5.92M | shares |
| KKRKKR & CO INC | 50,000 | $5.78M | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 11,000 | $5.47M | shares |
| KNTKKINETIK HOLDINGS INC | 90,000 | $4.67M | shares |
| SPGIS&P GLOBAL INC | 8,500 | $4.32M | shares |
| BATRKATLANTA BRAVES HLDGS INC | 60,000 | $2.4M | shares |
| HEIHEICO CORP NEW | 8,000 | $2.14M | shares |
| WRBBERKLEY W R CORP | 30,000 | $2.13M | shares |
| TRSTRIMAS CORP | 75,000 | $1.76M | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002000730-25-000004 | base | 2025-08-14 | acceptance time not in the bulk data set |