Tribune Investment Group LP

13F filer · CIK 0002000730

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$247MU.S. long equity reported on 13F

Positions3220 new · 14 closed

Net flow last quarter-$29.3MBuys minus sells

Top 10 positions weight27.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202632 positions
AMEAmetek Inc/	$8.28M	3.36%	0.01%	Not reported	Q4 2025
CSXCSX Corp	$7.98M	3.23%	0.01%	-35.4%	Q2 2025
QQnity Electronics, Inc.	$7.47M	3.03%	0.02%	New	Q2 2026
FDXFedex Corp	$7.39M	2.99%	0.01%	-8.8%	Q4 2025
PHParker-Hannifin Corp	$7.1M	2.88%	0.01%	-35.0%	Q1 2025
BEBloom Energy Corp	$6.69M	2.71%	0.01%	-25.9%	Q1 2026
TKRTimken Co	$6.03M	2.45%	0.06%	New	Q2 2026
RPMRPM International Inc	$5.97M	2.42%	0.04%	New	Q2 2026
GEVGE Vernova Inc.	$5.93M	2.41%	0.00%	-20.0%	Q4 2024
ATIAti Inc	$5.79M	2.35%	0.02%	-8.2%	Q4 2025
WWDWoodward, Inc.	$5.75M	2.33%	0.02%	Not reported	Q1 2025
SNDKSandisk Corp	$5.56M	2.25%	0.00%	New	Q2 2026
RBCRBC Bearings INC	$4.81M	1.95%	0.02%	New	Q2 2026
MCHPMicrochip Technology Inc	$4.71M	1.91%	0.01%	New	Q2 2026
STXSeagate Technology Holdings plc	$4.43M	1.80%	0.00%	New	Q2 2026
CWCurtiss Wright Corp	$4.3M	1.74%	0.02%	-5.5%	Q1 2025
CCJCameco Corp	$4.07M	1.65%	0.01%	+100.0%	Q1 2026
HONHoneywell International Inc	$3.99M	1.62%	0.01%	Not reported	Q2 2025
KEYSKeysight Technologies, Inc.	$3.93M	1.60%	0.01%	New	Q2 2026
MUMicron Technology Inc	$3.89M	1.58%	0.00%	New	Q2 2026
FTAIFTAI Aviation Ltd.	$3.75M	1.52%	0.01%	-36.9%	Q1 2026
FPSForgent Power Solutions, Inc.	$3.61M	1.47%	Not reported	New	Q2 2026
BWABorgwarner Inc	$3.43M	1.39%	0.03%	New	Q2 2026
KRMNKarman Holdings Inc.	$3.2M	1.30%	0.05%	New	Q2 2026
MTZMastec Inc	$3.18M	1.29%	0.01%	-73.7%	Q1 2026
BWXTBWX Technologies, Inc.	$3.11M	1.26%	0.02%	+60.0%	Q1 2026
DPCDPC Holdings PLC	$3.11M	1.26%	0.04%	New	Q2 2026
DYDycom Industries Inc	$2.95M	1.19%	0.02%	New	Q2 2026
GLWCorning Inc	$2.35M	0.95%	0.00%	Not reported	Q4 2025
CRSCarpenter Technology Corp	$2.21M	0.90%	0.01%	-81.7%	Q1 2026
APDAir Products & Chemicals, Inc.	$2.16M	0.87%	0.00%	Not reported	Q4 2024
FRMIFermi Inc.	$982K	0.40%	0.02%	New	Q2 2026
Q1 2026Reported May 14, 202625 positions
CSXCSX Corp	$10.7M	4.09%	0.01%	-25.7%	Q2 2025
JCIJohnson Controls International plc	$10.2M	3.89%	0.01%	Not reported	Q4 2024
PHParker-Hannifin Corp	$9.99M	3.83%	0.01%	-20.3%	Q1 2025
MTZMastec Inc	$9.33M	3.57%	0.04%	New	Q1 2026
FDXFedex Corp	$9.21M	3.53%	0.01%	-13.8%	Q4 2025
LINLinde PLC	$8.43M	3.23%	0.00%	New	Q1 2026
CATCaterpillar Inc	$8.17M	3.13%	0.00%	-11.3%	Q3 2025
ECLEcolab Inc.	$8.15M	3.12%	0.01%	Not reported	Q3 2025
CRSCarpenter Technology Corp	$7.71M	2.95%	0.04%	New	Q1 2026
ADIAnalog Devices Inc	$7.17M	2.75%	0.00%	New	Q1 2026
WMBWilliams Companies, Inc.	$7.16M	2.74%	0.01%	New	Q1 2026
AERAerCap Holdings N.V.	$6.15M	2.35%	0.03%	New	Q1 2026
GEVGE Vernova Inc.	$5.51M	2.11%	0.00%	Not reported	Q4 2024
FTAIFTAI Aviation Ltd.	$5.39M	2.06%	0.02%	New	Q1 2026
ATIAti Inc	$4.65M	1.78%	0.02%	-43.9%	Q4 2025
UNPUnion Pacific Corp	$4.22M	1.62%	0.00%	Not reported	Q4 2024
CWCurtiss Wright Corp	$4.09M	1.57%	0.02%	-64.7%	Q1 2025
CTASCintas Corp	$4.05M	1.55%	0.01%	New	Q1 2026
GPCGenuine Parts Co	$4.05M	1.55%	0.03%	-61.7%	Q2 2025
BEBloom Energy Corp	$4.04M	1.55%	0.01%	New	Q1 2026
CNMCore & Main, Inc.	$2.96M	1.14%	Not reported	Not reported	Q3 2025
KTOSKratos Defense & Security Solutions, Inc.	$2.25M	0.86%	0.02%	New	Q1 2026
CCJCameco Corp	$2.17M	0.83%	0.00%	New	Q1 2026
BWXTBWX Technologies, Inc.	$2.04M	0.78%	0.01%	New	Q1 2026
MIRMirion Technologies, Inc.	$1.21M	0.46%	0.35%	New	Q1 2026
Q4 2025Reported Feb 12, 202618 positions
CSXCSX Corp	$12.7M	6.88%	0.02%	-30.0%	Q2 2025
AMEAmetek Inc/	$12.3M	6.68%	0.03%	New	Q4 2025
PHParker-Hannifin Corp	$12.3M	6.67%	0.01%	Not reported	Q1 2025
GPCGenuine Parts Co	$12.3M	6.67%	0.07%	-20.0%	Q2 2025
CMICummins Inc	$11.2M	6.09%	0.02%	-31.3%	Q2 2025
CBRECbre Group, Inc.	$10.5M	5.67%	0.02%	-16.7%	Q1 2025
CWCurtiss Wright Corp	$9.37M	5.08%	0.05%	-5.6%	Q1 2025
CRHCRH Public Ltd Co	$9.36M	5.08%	0.01%	-16.7%	Q4 2024
FDXFedex Corp	$8.67M	4.70%	0.01%	New	Q4 2025
FERGFerguson Enterprises Inc.	$8.24M	4.47%	0.02%	New	Q4 2025
UNFUnifirst Corp	$7.72M	4.18%	0.20%	+60.0%	Q4 2024
NVTnVent Electric plc	$7.65M	4.15%	0.05%	+15.4%	Q2 2025
WWDWoodward, Inc.	$7.56M	4.10%	0.04%	+47.1%	Q1 2025
TELTE Connectivity plc	$7.51M	4.07%	0.01%	+10.0%	Q3 2025
OCOwens Corning	$7.5M	4.07%	0.08%	New	Q4 2025
CATCaterpillar Inc	$7.45M	4.04%	0.00%	-27.8%	Q3 2025
ATIAti Inc	$6.54M	3.55%	0.04%	New	Q4 2025
GLWCorning Inc	$5.69M	3.09%	0.01%	New	Q4 2025
Q3 2025Reported Nov 13, 202521 positions
CNMCore & Main, Inc.	$18M	8.74%	Not reported	New	Q3 2025
CSXCSX Corp	$17.8M	8.60%	0.03%	+85.2%	Q2 2025
GPCGenuine Parts Co	$17.3M	8.39%	0.09%	+247.2%	Q2 2025
CMICummins Inc	$13.5M	6.55%	0.02%	+18.5%	Q2 2025
PNRPENTAIR plc	$13.3M	6.44%	0.07%	New	Q3 2025
EMREmerson Electric Co	$13.1M	6.36%	0.02%	New	Q3 2025
CBRECbre Group, Inc.	$12.3M	5.95%	0.03%	+20.0%	Q1 2025
ECLEcolab Inc.	$12M	5.84%	0.02%	New	Q3 2025
CRHCRH Public Ltd Co	$10.8M	5.23%	0.01%	Not reported	Q4 2024
CWCurtiss Wright Corp	$9.77M	4.73%	0.05%	-28.0%	Q1 2025
CATCaterpillar Inc	$8.59M	4.16%	0.00%	New	Q3 2025
ITTItt Inc.	$7.87M	3.81%	0.06%	New	Q3 2025
EVREvercore Inc.	$6.75M	3.27%	Not reported	Not reported	Q4 2024
JCIJohnson Controls International plc	$6.6M	3.20%	0.01%	-66.7%	Q4 2024
TELTE Connectivity plc	$6.59M	3.19%	0.01%	New	Q3 2025
APTVAptiv PLC	$6.47M	3.13%	0.03%	New	Q3 2025
NVTnVent Electric plc	$6.41M	3.11%	0.04%	-27.8%	Q2 2025
HALHalliburton Co	$6.15M	2.98%	0.03%	New	Q3 2025
LHXL3harris Technologies, Inc.	$4.58M	2.22%	0.01%	New	Q3 2025
WWDWoodward, Inc.	$4.3M	2.08%	0.03%	-64.6%	Q1 2025
UNFUnifirst Corp	$4.18M	2.02%	0.13%	-58.3%	Q4 2024

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