13F HOLDINGS REPORT
Tribune Investment Group LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002000730-25-000006
Total Value
$206.4M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORE & MAIN INC | CNM | 335,000 | $18.0M | 8.74% |
| 2 | CSX CORP | CSX | 500,000 | $17.8M | 8.60% |
| 3 | GENUINE PARTS CO | GPC | 125,000 | $17.3M | 8.39% |
| 4 | CUMMINS INC | CMI | 31,999 | $13.5M | 6.55% |
| 5 | PENTAIR PLC | PNR | 120,000 | $13.3M | 6.44% |
| 6 | EMERSON ELEC CO | EMR | 100,000 | $13.1M | 6.36% |
| 7 | CBRE GROUP INC | CBRE | 78,000 | $12.3M | 5.95% |
| 8 | ECOLAB INC | ECL | 44,000 | $12.0M | 5.84% |
| 9 | CRH PLC | CRH | 90,000 | $10.8M | 5.23% |
| 10 | CURTISS WRIGHT CORP | CW | 18,000 | $9.8M | 4.73% |
| 11 | CATERPILLAR INC | CAT | 18,000 | $8.6M | 4.16% |
| 12 | ITT INC | ITT | 44,000 | $7.9M | 3.81% |
| 13 | EVERCORE INC | EVR | 20,000 | $6.7M | 3.27% |
| 14 | JOHNSON CTLS INTL PLC | G51502105 | 60,000 | $6.6M | 3.20% |
| 15 | TE CONNECTIVITY PLC | TEL | 30,000 | $6.6M | 3.19% |
| 16 | APTIV PLC | APTV | 75,000 | $6.5M | 3.13% |
| 17 | NVENT ELECTRIC PLC | NVT | 65,000 | $6.4M | 3.11% |
| 18 | HALLIBURTON CO | HAL | 250,000 | $6.2M | 2.98% |
| 19 | L3HARRIS TECHNOLOGIES INC | LHX | 15,000 | $4.6M | 2.22% |
| 20 | WOODWARD INC | WWD | 17,000 | $4.3M | 2.08% |
| 21 | UNIFIRST CORP MASS | UNF | 25,000 | $4.2M | 2.02% |