Tribune Investment Group LP
Follow13F filer, CIK 2000730, NEW YORK, NY
Tribune Investment Group LP reported $206,409,618 across 21 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 66.83% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002000730-25-000006
- Period
- 2025-09-30
- Reported value
- $206M
- Holdings
- 21
- Top 10 weight
- 66.83%
- New
- 12
- Sold out
- 15
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CNMnew | +335,000 | $18M |
| PNRnew | +120,000 | $13.3M |
| EMRnew | +100,000 | $13.1M |
| GPCadded | +89,000 | $12.3M |
| ECLnew | +44,000 | $12M |
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 |
|---|---|---|
| CSGPexited | -180,000 | -$14.5M |
| JCIreduced | -120,000 | -$13.2M |
| HONexited | -47,000 | -$10.9M |
| DTMexited | -86,000 | -$9.45M |
| SCHWexited | -100,000 | -$9.12M |
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, Q3 2025
Share positions as resolved from 13F-HR 0002000730-25-000006, largest first. % of portfolio is the value over $206,409,618, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CNMCORE & MAIN INC | 335,000 | $18M | 8.74% | new | Timeline | ||
| CSXCSX CORP | 500,000 | $17.8M | 8.6% | +230,000 | Timeline | ||
| GPCGENUINE PARTS CO | 125,000 | $17.3M | 8.39% | +89,000 | Timeline | ||
| CMICUMMINS INC | 31,999 | $13.5M | 6.55% | +4,999 | Timeline | ||
| PNRPENTAIR PLC | 120,000 | $13.3M | 6.44% | new | Timeline | ||
| EMREMERSON ELEC CO | 100,000 | $13.1M | 6.36% | new | Timeline | ||
| CBRECBRE GROUP INC | 78,000 | $12.3M | 5.95% | +13,000 | Timeline | ||
| ECLECOLAB INC | 44,000 | $12M | 5.84% | new | Timeline | ||
| CRHCRH PLC | 90,000 | $10.8M | 5.23% | new | Timeline | ||
| CWCURTISS WRIGHT CORP | 18,000 | $9.77M | 4.73% | -7,000 | Timeline | ||
| CATCATERPILLAR INC | 18,000 | $8.59M | 4.16% | new | Timeline | ||
| ITTITT INC | 44,000 | $7.87M | 3.81% | new | Timeline | ||
| EVREVERCORE INC | 20,000 | $6.75M | 3.27% | new | Timeline | ||
| JCIJOHNSON CONTROLS INTERNATION | 60,000 | $6.6M | 3.2% | -120,000 | Timeline | ||
| TELTE CONNECTIVITY PLC | 30,000 | $6.59M | 3.19% | new | Timeline | ||
| APTVAPTIV PLC | 75,000 | $6.47M | 3.13% | new | Timeline | ||
| NVTNVENT ELEC PLC | 65,000 | $6.41M | 3.11% | -25,000 | Timeline | ||
| HALHALLIBURTON CO | 250,000 | $6.15M | 2.98% | new | Timeline | ||
| LHXL3HARRIS TECHNOLOGIES INC | 15,000 | $4.58M | 2.22% | new | Timeline | ||
| WWDWOODWARD INC | 17,000 | $4.3M | 2.08% | -31,000 | Timeline | ||
| UNFUNIFIRST CORP MASS | 25,000 | $4.18M | 2.02% | -35,000 | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CSGPCOSTAR GROUP INC | 180,000 | $14.5M | shares |
| HONHONEYWELL INTL INC | 47,000 | $10.9M | shares |
| DTMDT MIDSTREAM INC | 86,000 | $9.45M | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 100,000 | $9.12M | shares |
| QXOQXO INC | 420,000 | $9.05M | shares |
| MORNMORNINGSTAR INC | 28,000 | $8.79M | shares |
| SPXCSPX TECHNOLOGIES INC | 42,000 | $7.04M | shares |
| CEGCONSTELLATION ENERGY CORP | 21,000 | $6.78M | shares |
| GXOGXO LOGISTICS INCORPORATED | 135,000 | $6.57M | shares |
| ALAIR LEASE CORP | 110,000 | $6.43M | shares |
| HWMHOWMET AEROSPACE INC | 25,000 | $4.65M | shares |
| VSTSVESTIS CORPORATION | 800,000 | $4.58M | shares |
| GFFGRIFFON CORP | 61,000 | $4.41M | shares |
| BKRBAKER HUGHES COMPANY | 115,000 | $4.41M | shares |
| CLHCLEAN HARBORS INC | 19,000 | $4.39M | shares |
How Q3 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 0002000730-25-000006 | base | 2025-11-13 | acceptance time not in the bulk data set |