Tribune Investment Group LP

NEW YORK, NY · CIK 2000730 · 13F filing filed 2025-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTRIBUNE INVESTMENT GROUP LP (US)

$203.1m reported value +16.5% vs Q1 2025

24positions

57.3%in top 10

15 new 6 added 3 reduced 19 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JOHNSON CTLS INTL PLC SHS JCI	JCI	180,000	$19.0m9.36%	9.36%	Added +103.0k	+103,000 133.8%
2	COSTAR GROUP INC COM CSGP	CSGP	180,000	$14.5m7.13%	7.13%	New
3	CURTISS WRIGHT CORP COM CW	CW	25,000	$12.2m6.01%	6.01%	Added +11.0k	+11,000 78.6%
4	WOODWARD INC COM WWD	WWD	48,000	$11.8m5.79%	5.79%	Added +1.0k	+1,000 2.1%
5	UNIFIRST CORP MASS COM UNF	UNF	60,000	$11.3m5.56%	5.56%	Added +9.0k	+9,000 17.6%
6	HONEYWELL INTL INC COM COM		47,000	$10.9m5.39%	5.39%	New
7	DT MIDSTREAM INC COMMON STOCK DTM	DTM	86,000	$9.5m4.65%	4.65%	Added +34.0k	+34,000 65.4%
8	SCHWAB CHARLES CORP COM SCHW	SCHW	100,000	$9.1m4.49%	4.49%	New
9	CBRE GROUP INC CL A CBRE	CBRE	65,000	$9.1m4.48%	4.48%	Added +15.0k	+15,000 30.0%
10	QXO INC COM NEW QXO	QXO	420,000	$9.0m4.45%	4.45%	New
11	CUMMINS INC COM CMI	CMI	27,000	$8.8m4.35%	4.35%	New
12	CSX CORP COM CSX	CSX	270,000	$8.8m4.34%	4.34%	New
13	MORNINGSTAR INC COM MORN	MORN	28,000	$8.8m4.33%	4.33%	Reduced -8.0k	-8,000 -22.2%
14	SPX TECHNOLOGIES INC COM SPXC	SPXC	42,000	$7.0m3.47%	3.47%	New
15	CONSTELLATION ENERGY CORP COM CEG	CEG	21,000	$6.8m3.34%	3.34%	New
16	NVENT ELECTRIC PLC SHS NVT	NVT	90,000	$6.6m3.25%	3.25%	New
17	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	135,000	$6.6m3.24%	3.24%	New
18	AIR LEASE CORP CL A AL	AL	110,000	$6.4m3.17%	3.17%	New
19	HOWMET AEROSPACE INC COM HWM	HWM	25,000	$4.7m2.29%	2.29%	New
20	VESTIS CORPORATION COM SHS VSTS	VSTS	800,000	$4.6m2.26%	2.26%	New
21	GRIFFON CORP COM GFF	GFF	61,000	$4.4m2.17%	2.17%	Reduced -14.0k	-14,000 -18.7%
22	BAKER HUGHES COMPANY CL A BKR	BKR	115,000	$4.4m2.17%	2.17%	New
23	CLEAN HARBORS INC COM CLH	CLH	19,000	$4.4m2.16%	2.16%	Reduced -46.0k	-46,000 -70.8%
24	GENUINE PARTS CO COM GPC	GPC	36,000	$4.4m2.15%	2.15%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
WILLIS TOWERS WATSON PLC LTD WTW	WTW	28,000	$9.5m28.0k shares
INTERNATIONAL PAPER CO IP	IP	160,000	$8.5m160.0k shares
APPLIED INDL TECHNOLOGIES IN AIT	AIT	33,000	$7.4m33.0k shares
TOPBUILD CORP BLD	BLD	24,000	$7.3m24.0k shares
AIR PRODS & CHEMS INC APD	APD	24,000	$7.1m24.0k shares
WEYERHAEUSER CO MTN BE WY	WY	230,000	$6.7m230.0k shares
AAON INC AAON	AAON	80,000	$6.3m80.0k shares
3M CO MMM	MMM	42,000	$6.2m42.0k shares
NORTHROP GRUMMAN CORP NOC	NOC	12,000	$6.1m12.0k shares
PARKER-HANNIFIN CORP PH	PH	10,000	$6.1m10.0k shares
UL SOLUTIONS INC ULS	ULS	105,000	$5.9m105.0k shares
KKR & CO INC KKR	KKR	50,000	$5.8m50.0k shares
TELEDYNE TECHNOLOGIES INC TDY	TDY	11,000	$5.5m11.0k shares
KINETIK HOLDINGS INC KNTK	KNTK	90,000	$4.7m90.0k shares
S&P GLOBAL INC SPGI	SPGI	8,500	$4.3m8.5k shares
ATLANTA BRAVES HLDGS INC BATRK	BATRK	60,000	$2.4m60.0k shares
HEICO CORP NEW HEI	HEI	8,000	$2.1m8.0k shares
BERKLEY W R CORP WRB	WRB	30,000	$2.1m30.0k shares
TRIMAS CORP TRS	TRS	75,000	$1.8m75.0k shares