13F HOLDINGS REPORT
Tribune Investment Group LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002000730-25-000004
Total Value
$203.1M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JOHNSON CTLS INTL PLC | G51502105 | 180,000 | $19.0M | 9.36% |
| 2 | COSTAR GROUP INC | CSGP | 180,000 | $14.5M | 7.13% |
| 3 | CURTISS WRIGHT CORP | CW | 25,000 | $12.2M | 6.01% |
| 4 | WOODWARD INC | WWD | 48,000 | $11.8M | 5.79% |
| 5 | UNIFIRST CORP MASS | UNF | 60,000 | $11.3M | 5.56% |
| 6 | HONEYWELL INTL INC | 438516106 | 47,000 | $10.9M | 5.39% |
| 7 | DT MIDSTREAM INC | DTM | 86,000 | $9.5M | 4.65% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 100,000 | $9.1M | 4.49% |
| 9 | CBRE GROUP INC | CBRE | 65,000 | $9.1M | 4.48% |
| 10 | QXO INC | QXO-PB | 420,000 | $9.0M | 4.45% |
| 11 | CUMMINS INC | CMI | 27,000 | $8.8M | 4.35% |
| 12 | CSX CORP | CSX | 270,000 | $8.8M | 4.34% |
| 13 | MORNINGSTAR INC | MORN | 28,000 | $8.8M | 4.33% |
| 14 | SPX TECHNOLOGIES INC | SPXC | 42,000 | $7.0M | 3.47% |
| 15 | CONSTELLATION ENERGY CORP | CEG | 21,000 | $6.8M | 3.34% |
| 16 | NVENT ELECTRIC PLC | NVT | 90,000 | $6.6M | 3.25% |
| 17 | GXO LOGISTICS INCORPORATED | GXO | 135,000 | $6.6M | 3.24% |
| 18 | AIR LEASE CORP | AIIR | 110,000 | $6.4M | 3.17% |
| 19 | HOWMET AEROSPACE INC | HWM | 25,000 | $4.7M | 2.29% |
| 20 | VESTIS CORPORATION | VSTS | 800,000 | $4.6M | 2.26% |
| 21 | GRIFFON CORP | GFF | 61,000 | $4.4M | 2.17% |
| 22 | BAKER HUGHES COMPANY | BKR | 115,000 | $4.4M | 2.17% |
| 23 | CLEAN HARBORS INC | CLH | 19,000 | $4.4M | 2.16% |
| 24 | GENUINE PARTS CO | GPC | 36,000 | $4.4M | 2.15% |