Filed: 5/14/2025ACC: 0002000730-25-000002
📋 What this filing means
TRIBUNE INVESTMENT GROUP LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $232.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$232.88M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
COM$119.47M51.3%
TR UNIT$25.17M10.8%
UTSER1 S&PDCRP$21.34M9.2%
SHS$15.63M6.7%
RUSSELL 2000 ETF$11.97M5.1%
COM NEW$8.49M3.6%
CL A$6.54M2.8%
Portfolio Concentration
Top 3$59.32M25.5%
4–10$65.65M28.2%
11–25$90.71M39.0%
Rest$17.19M7.4%
Top 3 weight
25.5%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Sole
Full voting authority
1.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
SPDR S&P 500 ETF TR
SOLEShares45K
TypeSH
Market value$25.17M
10.81%
Sole
45K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares40K
TypeSH
Market value$21.34M
9.16%
Sole
40K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares65K
TypeSH
Market value$12.81M
5.50%
Sole
65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60K
TypeSH
Market value$11.97M
5.14%
Sole
60K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares36K
TypeSH
Market value$10.80M
4.64%
Sole
36K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares28K
TypeSH
Market value$9.46M
4.06%
Sole
28K
Shared
0.00
None
0.00
UNIFIRST CORP MASS
SOLEShares51K
TypeSH
Market value$8.87M
3.81%
Sole
51K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares47K
TypeSH
Market value$8.58M
3.68%
Sole
47K
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares160K
TypeSH
Market value$8.54M
3.67%
Sole
160K
Shared
0.00
None
0.00
APPLIED INDL TECHNOLOGIES IN
SOLEShares33K
TypeSH
Market value$7.44M
3.19%
Sole
33K
Shared
0.00
None
0.00
TOPBUILD CORP
SOLEShares24K
TypeSH
Market value$7.32M
3.14%
Sole
24K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares24K
TypeSH
Market value$7.08M
3.04%
Sole
24K
Shared
0.00
None
0.00
WEYERHAEUSER CO MTN BE
SOLEShares230K
TypeSH
Market value$6.73M
2.89%
Sole
230K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares50K
TypeSH
Market value$6.54M
2.81%
Sole
50K
Shared
0.00
None
0.00
AAON INC
SOLEShares80K
TypeSH
Market value$6.25M
2.68%
Sole
80K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares77K
TypeSH
Market value$6.17M
2.65%
Sole
77K
Shared
0.00
None
0.00
3M CO
SOLEShares42K
TypeSH
Market value$6.17M
2.65%
Sole
42K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares12K
TypeSH
Market value$6.14M
2.64%
Sole
12K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares10K
TypeSH
Market value$6.08M
2.61%
Sole
10K
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares105K
TypeSH
Market value$5.92M
2.54%
Sole
105K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares50K
TypeSH
Market value$5.78M
2.48%
Sole
50K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares11K
TypeSH
Market value$5.47M
2.35%
Sole
11K
Shared
0.00
None
0.00
GRIFFON CORP
SOLEShares75K
TypeSH
Market value$5.36M
2.30%
Sole
75K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares52K
TypeSH
Market value$5.02M
2.15%
Sole
52K
Shared
0.00
None
0.00
KINETIK HOLDINGS INC
SOLEShares90K
TypeSH
Market value$4.67M
2.01%
Sole
90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 45K | SH | $25.17M 10.81% | 45K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 40K | SH | $21.34M 9.16% | 40K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 65K | SH | $12.81M 5.50% | 65K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 60K | SH | $11.97M 5.14% | 60K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 36K | SH | $10.80M 4.64% | 36K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 28K | SH | $9.46M 4.06% | 28K | 0.00 | 0.00 |
UNIFIRST CORP MASSSOLE | COM | 51K | SH | $8.87M 3.81% | 51K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 47K | SH | $8.58M 3.68% | 47K | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 160K | SH | $8.54M 3.67% | 160K | 0.00 | 0.00 |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 33K | SH | $7.44M 3.19% | 33K | 0.00 | 0.00 |
TOPBUILD CORPSOLE | COM | 24K | SH | $7.32M 3.14% | 24K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 24K | SH | $7.08M 3.04% | 24K | 0.00 | 0.00 |
WEYERHAEUSER CO MTN BESOLE | COM NEW | 230K | SH | $6.73M 2.89% | 230K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 50K | SH | $6.54M 2.81% | 50K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 80K | SH | $6.25M 2.68% | 80K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 77K | SH | $6.17M 2.65% | 77K | 0.00 | 0.00 |
3M COSOLE | COM | 42K | SH | $6.17M 2.65% | 42K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 12K | SH | $6.14M 2.64% | 12K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 10K | SH | $6.08M 2.61% | 10K | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 105K | SH | $5.92M 2.54% | 105K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 50K | SH | $5.78M 2.48% | 50K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 11K | SH | $5.47M 2.35% | 11K | 0.00 | 0.00 |
GRIFFON CORPSOLE | COM | 75K | SH | $5.36M 2.30% | 75K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 52K | SH | $5.02M 2.15% | 52K | 0.00 | 0.00 |
KINETIK HOLDINGS INCSOLE | COM NEW CL A | 90K | SH | $4.67M 2.01% | 90K | 0.00 | 0.00 |
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