TI
Tribune Investment Group LP Investment Portfolio (Q2 2026) — 13F Stock Holdings
Tribune Investment Group LPCIK: 0002000730
High-turnover traderSector-focusedMomentum follower
Total reported value
$246.7M
Reporting period: 2026-06-30 · Number of holdings: 34
Tribune Investment Group LP disclosed 34 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $246.7M and a quarterly turnover rate of 140.2%.
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Personality snowflake
- Concentration
- 62.66
- Portfolio Stability
- 100
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 68
- Sizing Uniformity
- 78.89
Tribune Investment Group LP's disclosed holdings carry a Herfindahl concentration index of 0.157 — mathematically equivalent to about 6 equally-sized positions, well below its 34 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.11), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 57% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SPY
+316.7% $73.8M
Sold out IWM
Sold out IGV
Sold out JNJ
Sold out RKT
New buy AME
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 37.84% | +30.37% | +316.67% | |
| 2 | AME | Ametek Inc | Stock-Industrials | 3.36% | +3.36% | NEW | |
| 3 | CSX | Csx CORP | Stock-Industrials | 3.23% | -0.86% | -35.40% | |
| 4 | Q | Qnity Electronics Inc | Stock-Tech | 3.03% | +3.03% | NEW | |
| 5 | FDX | Fedex CORP | Stock-Industrials | 2.99% | -0.54% | -8.78% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 2.88% | -0.95% | -34.95% | |
| 7 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.71% | +1.16% | -25.90% | |
| 8 | TKR | Timken Co | Stock-Industrials | 2.45% | +2.45% | NEW | |
| 9 | RPM | Rpm International Inc | Stock-Materials | 2.42% | +2.42% | NEW | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 2.41% | +0.29% | -19.97% | |
| 11 | ATI | Ati Inc | Stock-Industrials | 2.35% | +0.57% | -8.19% | |
| 12 | WWD | Woodward Inc | Stock-Industrials | 2.33% | +2.33% | NEW | |
| 13 | SNDK | Sandisk CORP | Stock-Tech | 2.25% | +2.25% | NEW | |
| 14 | OKLO | Oklo Inc | Stock-Utilities | 2.12% | +2.12% | NEW | |
| 15 | RBC | RBC Bearings Inc | Stock-Industrials | 1.95% | +1.95% | NEW | |
| 16 | MCHP | Microchip Technology Inc | Stock-Tech | 1.91% | +1.91% | NEW | |
| 17 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.80% | +1.80% | NEW | |
| 18 | CW | Curtiss-wright CORP | Stock-Industrials | 1.74% | +0.17% | -5.50% | |
| 19 | CCJ | Cameco CORP | Stock-Energy | 1.65% | +0.82% | +100.00% | |
| 20 | ✓ | Stock-Other | 1.62% | +1.62% | NEW | ||
| 21 | KEYS | Keysight Technologies In | Stock-Tech | 1.60% | +1.60% | NEW | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 1.58% | +1.58% | NEW | |
| 23 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.52% | -0.54% | -36.91% | |
| 24 | FPS | Forgent Power Solutions Inc | Stock-Other | 1.47% | +1.46% | NEW | |
| 25 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.39% | +1.39% | NEW | |
| 26 | KRMN | Karman Holdings Inc | Stock-Industrials | 1.30% | +1.30% | NEW | |
| 27 | MTZ | Mastec Inc | Stock-Industrials | 1.29% | -2.28% | -73.66% | |
| 28 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.26% | +0.48% | +60.00% | |
| 29 | ✓ | Stock-Other | 1.26% | +1.26% | NEW | ||
| 30 | DY | Dycom Industries Inc | Stock-Industrials | 1.19% | +1.19% | NEW | |
| 31 | GLW | Corning Inc | Stock-Tech | 0.95% | -2.70% | -86.86% | |
| 32 | CRS | Carpenter Technology | Stock-Industrials | 0.90% | -2.05% | -81.70% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.87% | +0.87% | NEW | |
| 34 | FRMI | Fermi Inc | Stock-Other | 0.40% | +0.40% | NEW |
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
+21.9%
- Stdev
- +18.7%
- Beta
- +0.96
- Alpha
- +1.5%
- Max Drawdown
- -8.5%
- Annualized Perf
- +19.7%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +1.86
- Stutzer
- +0.31
- Treynor
- +0.21
- Sterling
- +1.07
- Calmar
- +2.34
- Information Ratio
- +0.05
- Tracking Error
- +13.6%
- Stdev Down
- +10.7%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +43%
- Worst 12 Months
- +20.8%
- Efficiency Ratio
- +0.39
- Sharpe
- +1.06
- Stdev Sectors
- +21.7%
- Skewness
- -0.23
- Kurtosis
- -0.33
- Upside Potential
- +3.4
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Tribune Investment Group LP's most significant position changes for 2026-06-30: Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Ishares Expanded Tech-softwa (IGV); Sold out: Johnson & Johnson (JNJ); Sold out: Rocket Cos Inc-class A (RKT); Sold out: Linde plc (LIN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +30.4% | +316.67% | Add |
| 2 | AME | Ametek Inc | +3.4% | NEW | New buy |
| 3 | Q | Qnity Electronics Inc | +3% | NEW | New buy |
| 4 | TKR | Timken Co | +2.5% | NEW | New buy |
| 5 | RPM | Rpm International Inc | +2.4% | NEW | New buy |
| 6 | WWD | Woodward Inc | +2.3% | NEW | New buy |
| 7 | SNDK | Sandisk CORP | +2.3% | NEW | New buy |
| 8 | OKLO | Oklo Inc | +2.1% | NEW | New buy |
| 9 | RBC | RBC Bearings Inc | +2% | NEW | New buy |
| 10 | MCHP | Microchip Technology Inc | +1.9% | NEW | New buy |
| 11 | STX | Seagate Technology Holdings plc | +1.8% | NEW | New buy |
| 12 | ✓ | +1.6% | NEW | New buy | |
| 13 | KEYS | Keysight Technologies In | +1.6% | NEW | New buy |
| 14 | MU | Micron Technology Inc | +1.6% | NEW | New buy |
| 15 | FPS | Forgent Power Solutions Inc | +1.5% | NEW | New buy |
| 16 | BWA | Borgwarner Inc | +1.4% | NEW | New buy |
| 17 | KRMN | Karman Holdings Inc | +1.3% | NEW | New buy |
| 18 | ✓ | +1.3% | NEW | New buy | |
| 19 | DY | Dycom Industries Inc | +1.2% | NEW | New buy |
| 20 | BE | Bloom Energy Corp- A | +1.2% | -25.90% | Trim |
| 21 | APD | Air Products & Chemicals Inc | +0.9% | NEW | New buy |
| 22 | CCJ | Cameco CORP | +0.8% | +100.00% | Add |
| 23 | ATI | Ati Inc | +0.6% | -8.19% | Trim |
| 24 | BWXT | Bwx Technologies Inc | +0.5% | +60.00% | Add |
| 25 | FRMI | Fermi Inc | +0.4% | NEW | New buy |
| 26 | GEV | GE Vernova Inc | +0.3% | -19.97% | Trim |
| 27 | CW | Curtiss-wright CORP | +0.2% | -5.50% | Trim |
| 28 | MIR | Mirion Technologies Inc | -0.5% | EXIT | Sold out |
| 29 | FDX | Fedex CORP | -0.5% | -8.78% | Trim |
| 30 | FTAI | FTAI Aviation Ltd. | -0.5% | -36.91% | Trim |
| 31 | CSX | Csx CORP | -0.9% | -35.40% | Trim |
| 32 | KTOS | Kratos Defense & Security | -0.9% | EXIT | Sold out |
| 33 | PH | Parker Hannifin CORP | -1% | -34.95% | Trim |
| 34 | CNM | Core & Main Inc-class A | -1.1% | EXIT | Sold out |
| 35 | CTAS | Cintas CORP | -1.6% | EXIT | Sold out |
| 36 | GPC | Genuine Parts Co | -1.6% | EXIT | Sold out |
| 37 | UNP | Union Pacific CORP | -1.6% | EXIT | Sold out |
| 38 | CRS | Carpenter Technology | -2.1% | -81.70% | Trim |
| 39 | MTZ | Mastec Inc | -2.3% | -73.66% | Trim |
| 40 | AER | AerCap Holdings N.V. | -2.4% | EXIT | Sold out |
| 41 | GLW | Corning Inc | -2.7% | -86.86% | Trim |
| 42 | WMB | Williams Cos Inc | -2.7% | EXIT | Sold out |
| 43 | ADI | Analog Devices Inc | -2.8% | EXIT | Sold out |
| 44 | ECL | Ecolab Inc | -3.1% | EXIT | Sold out |
| 45 | CAT | Caterpillar Inc | -3.1% | EXIT | Sold out |
| 46 | LIN | Linde plc | -3.2% | EXIT | Sold out |
| 47 | RKT | Rocket Cos Inc-class A | -3.5% | EXIT | Sold out |
| 48 | JNJ | Johnson & Johnson | -3.9% | EXIT | Sold out |
| 49 | IGV | Ishares Expanded Tech-softwa | -4.6% | EXIT | Sold out |
| 50 | IWM | Ishares Russell 2000 ETF | -23.8% | EXIT | Sold out |
Filing History
FAQ
What is Tribune Investment Group LP and what type of investor is it?
Tribune Investment Group LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $246.7M, spread across 34 disclosed positions.
What are Tribune Investment Group LP's largest equity positions?
Based on the latest 13F filing, Tribune Investment Group LP's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $93.3M (37.8%)
2. Ametek Inc (AME) — $8.3M (3.4%)
3. Csx CORP (CSX) — $8.0M (3.2%)
4. Qnity Electronics Inc (Q) — $7.5M (3.0%)
5. Fedex CORP (FDX) — $7.4M (3.0%)
What changes did Tribune Investment Group LP make in its most recent portfolio filing?
In the latest reported quarter, Tribune Investment Group LP made 50 notable position adjustments: 20 new positions were initiated, 3 existing holdings were added to, 11 positions were partially reduced, and 16 were completely exited. The largest of these moves: Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Ishares Expanded Tech-softwa (IGV); Sold out: Johnson & Johnson (JNJ); Sold out: Rocket Cos Inc-class A (RKT); Sold out: Linde plc (LIN)
What sectors does Tribune Investment Group LP focus on?
Tribune Investment Group LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 62.4%
• Information Technology: 22.8%
• Materials: 5.7%
• Utilities: 3.7%
• Energy: 2.9%
• Consumer Discretionary: 2.4%
Investment Profile
Tribune Investment Group LP returned an annualized 19.7% over the trailing 18 months — outperforming the S&P 500 by 1.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and fast-trading, with 62.4% of the portfolio concentrated in Industrials.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has trimmed its GLW position for two straight quarters, cutting it by $12.1M while still holding $2.3M.
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Developer Access
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