Stocks Owned At One Point
20 POSITIONS ON RECORD
AMAT Applied Materials, Inc. SOLD (FULL)
CLB Core Laboratories N.V. SOLD (FULL)
AZO AutoZone, Inc. SOLD (PARTIAL)
BV BrightView Holdings, Inc. SOLD (FULL)
DORM Dorman Products, Inc. SOLD (PARTIAL)
ABT Abbott Laboratories PURCHASE
LW Lamb Weston Holdings, Inc. SOLD (PARTIAL)
FTAI FTAI Aviation Ltd. PURCHASE
ADBE Adobe Inc. SOLD (PARTIAL)
AN AutoNation, Inc. SOLD (PARTIAL)
BABA Alibaba Group Holding Limited PURCHASE
MMM 3M Company PURCHASE
IPGP IPG Photonics Corporation PURCHASE
NKE NIKE, Inc. SOLD (PARTIAL)
CBRE CBRE Group, Inc. SOLD (PARTIAL)
RCL Royal Caribbean Cruises Ltd. PURCHASE
TJX The TJX Companies, Inc. SOLD (PARTIAL)
AAPL Apple Inc. SOLD (PARTIAL)
AMZN Amazon.com, Inc. SOLD (PARTIAL)
ARCC Ares Capital Corporation SOLD (PARTIAL)