Tribune Investment Group LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tribune Investment Group LP disclosed 32 US equity positions worth $148.1m in its Q2 2026 13F filing. The largest position was AME at 5.6% of the reported book, followed by CSX and Q. Against the Q1 2026 filing, it opened 20 new positions, added to 2 and reduced 10 among the top 32 holdings.
What did Tribune Investment Group LP own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AME AMETEK INC | Industrials | 5.6% | $8.3m | 34,210 | – | new |
| 2 | CSX CSX CORP | Industrials | 5.4% | $8.0m | 167,900 | -35% | reduced |
| 3 | Q QNITY ELECTRONICS INC | Technology | 5.0% | $7.5m | 45,740 | – | new |
| 4 | FDX FEDEX CORP | Industrials | 5.0% | $7.4m | 23,590 | -9% | reduced |
| 5 | PH PARKER-HANNIFIN CORP | Industrials | 4.8% | $7.1m | 7,260 | -35% | reduced |
| 6 | BE BLOOM ENERGY CORP | Industrials | 4.5% | $6.7m | 22,090 | -26% | reduced |
| 7 | TKR TIMKEN CO | Industrials | 4.1% | $6.0m | 41,520 | – | new |
| 8 | RPM RPM INTL INC | Basic Materials | 4.0% | $6.0m | 53,700 | – | new |
| 9 | GEV GE VERNOVA INC | Industrials | 4.0% | $5.9m | 5,050 | -20% | reduced |
| 10 | ATI ATI INC | Industrials | 3.9% | $5.8m | 29,380 | -8% | reduced |
| 11 | WWD WOODWARD INC | Industrials | 3.9% | $5.8m | 13,520 | – | new |
| 12 | SNDK SANDISK CORP | Technology | 3.8% | $5.6m | 2,445 | – | new |
| 13 | RBC RBC BEARINGS INC | Industrials | 3.2% | $4.8m | 7,470 | – | new |
| 14 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 3.2% | $4.7m | 51,590 | – | new |
| 15 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 3.0% | $4.4m | 4,590 | – | new |
| 16 | CW CURTISS WRIGHT CORP | Industrials | 2.9% | $4.3m | 5,670 | -6% | reduced |
| 17 | CCJ CAMECO CORP | Energy | 2.8% | $4.1m | 40,000 | 100% | added |
| 18 | HON HONEYWELL INTL INC | Industrials | 2.7% | $4.0m | 17,800 | – | new |
| 19 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 2.7% | $3.9m | 11,240 | – | new |
| 20 | MU MICRON TECHNOLOGY INC | Technology | 2.6% | $3.9m | 3,370 | – | new |
| 21 | FTAI AVIATION LTD | 2.5% | $3.8m | 13,880 | -37% | reduced | |
| 22 | FPS FORGENT POWER SOLUTIONS INC | Industrials | 2.4% | $3.6m | 64,700 | – | new |
| 23 | BWA BORGWARNER INC | Consumer Cyclical | 2.3% | $3.4m | 51,680 | – | new |
| 24 | KRMN KARMAN HLDGS INC | Industrials | 2.2% | $3.2m | 64,200 | – | new |
| 25 | MTZ MASTEC INC | Industrials | 2.1% | $3.2m | 7,640 | -74% | reduced |
| 26 | BWXT BWX TECHNOLOGIES INC | Industrials | 2.1% | $3.1m | 16,000 | 60% | added |
| 27 | DPC DPC HOLDINGS PLC | Industrials | 2.1% | $3.1m | 63,300 | – | new |
| 28 | DY DYCOM INDS INC | Industrials | 2.0% | $2.9m | 5,830 | – | new |
| 29 | GLW CORNING INC | Technology | 1.6% | $2.3m | 9,200 | – | new |
| 30 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 1.5% | $2.2m | 3,580 | -82% | reduced |
| 31 | APD AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1.5% | $2.2m | 7,360 | – | new |
| 32 | FRMI FERMI INC | Real Estate | 0.7% | $982.0k | 107,200 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.