Filed: 8/14/2025ACC: 0002000730-25-000004
π What this filing means
TRIBUNE INVESTMENT GROUP LP filed this quarterly 13FβHR report disclosing 24 equity positions with a total reported market value of $203.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$203.12M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$127.90M63.0%
SHS$25.60M12.6%
CL A$19.95M9.8%
COMMON STOCK$16.03M7.9%
COM NEW$9.05M4.5%
COM SHS$4.58M2.3%
Portfolio Concentration
Top 3$45.70M22.5%
4β10$70.73M34.8%
11β25$86.68M42.7%
Top 3 weight
22.5%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Sole
Full voting authority
2.99M
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)
Sole24
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings24
Rows:
JOHNSON CTLS INTL PLC
SOLEShares180K
TypeSH
Market value$19.01M
9.36%
Sole
180K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares180K
TypeSH
Market value$14.47M
7.13%
Sole
180K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares25K
TypeSH
Market value$12.21M
6.01%
Sole
25K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares48K
TypeSH
Market value$11.76M
5.79%
Sole
48K
Shared
0.00
None
0.00
UNIFIRST CORP MASS
SOLEShares60K
TypeSH
Market value$11.29M
5.56%
Sole
60K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares47K
TypeSH
Market value$10.95M
5.39%
Sole
47K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares86K
TypeSH
Market value$9.45M
4.65%
Sole
86K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares100K
TypeSH
Market value$9.12M
4.49%
Sole
100K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares65K
TypeSH
Market value$9.11M
4.48%
Sole
65K
Shared
0.00
None
0.00
QXO INC
SOLEShares420K
TypeSH
Market value$9.05M
4.45%
Sole
420K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares27K
TypeSH
Market value$8.84M
4.35%
Sole
27K
Shared
0.00
None
0.00
CSX CORP
SOLEShares270K
TypeSH
Market value$8.81M
4.34%
Sole
270K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares28K
TypeSH
Market value$8.79M
4.33%
Sole
28K
Shared
0.00
None
0.00
SPX TECHNOLOGIES INC
SOLEShares42K
TypeSH
Market value$7.04M
3.47%
Sole
42K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares21K
TypeSH
Market value$6.78M
3.34%
Sole
21K
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares90K
TypeSH
Market value$6.59M
3.25%
Sole
90K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares135K
TypeSH
Market value$6.57M
3.24%
Sole
135K
Shared
0.00
None
0.00
AIR LEASE CORP
SOLEShares110K
TypeSH
Market value$6.43M
3.17%
Sole
110K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares25K
TypeSH
Market value$4.65M
2.29%
Sole
25K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares800K
TypeSH
Market value$4.58M
2.26%
Sole
800K
Shared
0.00
None
0.00
GRIFFON CORP
SOLEShares61K
TypeSH
Market value$4.41M
2.17%
Sole
61K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares115K
TypeSH
Market value$4.41M
2.17%
Sole
115K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares19K
TypeSH
Market value$4.39M
2.16%
Sole
19K
Shared
0.00
None
0.00
GENUINE PARTS CO
SOLEShares36K
TypeSH
Market value$4.37M
2.15%
Sole
36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JOHNSON CTLS INTL PLCSOLE | SHS | 180K | SH | $19.01M 9.36% | 180K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 180K | SH | $14.47M 7.13% | 180K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 25K | SH | $12.21M 6.01% | 25K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 48K | SH | $11.76M 5.79% | 48K | 0.00 | 0.00 |
UNIFIRST CORP MASSSOLE | COM | 60K | SH | $11.29M 5.56% | 60K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 47K | SH | $10.95M 5.39% | 47K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 86K | SH | $9.45M 4.65% | 86K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 100K | SH | $9.12M 4.49% | 100K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 65K | SH | $9.11M 4.48% | 65K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 420K | SH | $9.05M 4.45% | 420K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 27K | SH | $8.84M 4.35% | 27K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 270K | SH | $8.81M 4.34% | 270K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 28K | SH | $8.79M 4.33% | 28K | 0.00 | 0.00 |
SPX TECHNOLOGIES INCSOLE | COM | 42K | SH | $7.04M 3.47% | 42K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 21K | SH | $6.78M 3.34% | 21K | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 90K | SH | $6.59M 3.25% | 90K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 135K | SH | $6.57M 3.24% | 135K | 0.00 | 0.00 |
AIR LEASE CORPSOLE | CL A | 110K | SH | $6.43M 3.17% | 110K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 25K | SH | $4.65M 2.29% | 25K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 800K | SH | $4.58M 2.26% | 800K | 0.00 | 0.00 |
GRIFFON CORPSOLE | COM | 61K | SH | $4.41M 2.17% | 61K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 115K | SH | $4.41M 2.17% | 115K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 19K | SH | $4.39M 2.16% | 19K | 0.00 | 0.00 |
GENUINE PARTS COSOLE | COM | 36K | SH | $4.37M 2.15% | 36K | 0.00 | 0.00 |