CIK: 0002000730
Total reported value
$261.1M
Reporting period: 2026-03-31 · Number of holdings: 30
Tribune Investment Group LP disclosed 30 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $261.1M and a quarterly turnover rate of 147.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "T"
Tribune Investment Group LP's disclosed holdings carry a Herfindahl concentration index of 0.083 — mathematically equivalent to about 12 equally-sized positions, well below its 30 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 1.24), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 3.5 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Sector classification currently covers about 64% 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.
Trim GPC
-61.7% -$8.2M
Trim GLW
-57.6% -$4.9M
Trim CW
-64.7% -$5.3M
Trim PH
-20.3% -$2.3M
Trim CSX
-25.7% -$2.0M
Trim ATI
-43.9% -$1.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 23.75% | +23.75% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.47% | +7.47% | NEW | |
| 3 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 4.60% | +4.60% | NEW | |
| 4 | CSX | Csx CORP | Stock-Industrials | 4.09% | -2.79% | -25.74% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.89% | +3.89% | NEW | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 3.83% | -2.84% | -20.29% | |
| 7 | GLW | Corning INC | Stock-Tech | 3.65% | -4.18% | -57.58% | |
| 8 | MTZ | Mastec INC | Stock-Industrials | 3.57% | +3.57% | NEW | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 3.53% | -1.17% | -13.80% | |
| 10 | RKT | Rocket Cos Inc-class A | Stock-Financials | 3.49% | +3.49% | NEW | |
| 11 | LIN | Linde plc | Stock-Materials | 3.23% | +3.23% | NEW | |
| 12 | CAT | Caterpillar INC | Stock-Industrials | 3.13% | -0.91% | -11.31% | |
| 13 | ECL | Ecolab INC | Stock-Materials | 3.12% | +3.12% | NEW | |
| 14 | CRS | Carpenter Technology | Stock-Industrials | 2.95% | +2.95% | NEW | |
| 15 | ADI | Analog Devices INC | Stock-Tech | 2.75% | +2.75% | NEW | |
| 16 | WMB | Williams Cos INC | Stock-Energy | 2.74% | +2.74% | NEW | |
| 17 | AER | AerCap Holdings N.V. | Stock-Industrials | 2.35% | +2.35% | NEW | |
| 18 | GEV | GE Vernova INC | Stock-Industrials | 2.11% | +2.11% | NEW | |
| 19 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 2.06% | +2.06% | NEW | |
| 20 | ATI | Ati INC | Stock-Industrials | 1.78% | -1.77% | -43.86% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.62% | +1.62% | NEW | |
| 22 | CW | Curtiss-wright CORP | Stock-Industrials | 1.57% | -3.51% | -64.71% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 1.55% | +1.55% | NEW | |
| 24 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.55% | -5.12% | -61.70% | |
| 25 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.55% | +1.55% | NEW | |
| 26 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.14% | +1.14% | NEW | |
| 27 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.86% | +0.86% | NEW | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 0.83% | +0.83% | NEW | |
| 29 | BWXT | Bwx Technologies INC | Stock-Industrials | 0.78% | +0.78% | NEW | |
| 30 | MIR | Mirion Technologies INC | Stock-Industrials | 0.46% | +0.46% | NEW |
Performance for Q3 2026
-1.9%
Performance Last 4 Quarters
+17.2%
Based on 75% of reported portfolio value with available pricing
Tribune Investment Group LP's most significant position changes for 2026-03-31: New buy: Ishares Russell 2000 ETF (IWM); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Ferguson Enterprises INC (FERG); Sold out: Ametek INC (AME); New buy: Ishares Expanded Tech-softwa (IGV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar INC | -0.9% | -11.31% | Trim |
| 2 | FDX | Fedex CORP | -1.2% | -13.80% | Trim |
| 3 | ATI | Ati INC | -1.8% | -43.86% | Trim |
| 4 | CSX | Csx CORP | -2.8% | -25.74% | Trim |
| 5 | PH | Parker Hannifin CORP | -2.8% | -20.29% | Trim |
| 6 | CW | Curtiss-wright CORP | -3.5% | -64.71% | Trim |
| 7 | GLW | Corning INC | -4.2% | -57.58% | Trim |
| 8 | GPC | Genuine Parts Co | -5.1% | -61.70% | Trim |
| 9 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | FERG | Ferguson Enterprises INC | — | EXIT | Sold out |
| 12 | AME | Ametek INC | — | EXIT | Sold out |
| 13 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 14 | CMI | Cummins INC | — | EXIT | Sold out |
| 15 | CBRE | Cbre Group INC - A | — | EXIT | Sold out |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | CRH | CRH plc | — | EXIT | Sold out |
| 18 | MTZ | Mastec INC | — | NEW | New buy |
| 19 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 20 | LIN | Linde plc | — | NEW | New buy |
| 21 | ECL | Ecolab INC | — | NEW | New buy |
| 22 | UNF | Unifirst Corp/ma | — | EXIT | Sold out |
| 23 | CRS | Carpenter Technology | — | NEW | New buy |
| 24 | NVT | nVent Electric plc | — | EXIT | Sold out |
| 25 | WWD | Woodward INC | — | EXIT | Sold out |
| 26 | TEL | TE Connectivity plc | — | EXIT | Sold out |
| 27 | OC | Owens Corning | — | EXIT | Sold out |
| 28 | ADI | Analog Devices INC | — | NEW | New buy |
| 29 | WMB | Williams Cos INC | — | NEW | New buy |
| 30 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 31 | GEV | GE Vernova INC | — | NEW | New buy |
| 32 | FTAI | FTAI Aviation Ltd. | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | CTAS | Cintas CORP | — | NEW | New buy |
| 35 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 36 | CNM | Core & Main Inc-class A | — | NEW | New buy |
| 37 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 38 | CCJ | Cameco CORP | — | NEW | New buy |
| 39 | BWXT | Bwx Technologies INC | — | NEW | New buy |
| 40 | MIR | Mirion Technologies INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001804717
Total reported value
$261.1M
18 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001434641
Total reported value
$261.0M
108 stks
2018-12-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001730546
Total reported value
$261.2M
160 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0000096223
Total reported value
$14.6B
1,692 stks
2026-03-31
2 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
CIK 0000728618
Total reported value
$328.3M
11 stks
2026-03-31
2 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
CIK 0000865845
Total reported value
$14.1B
2,594 stks
2016-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us