Tribune Investment Group LP

NEW YORK, NY · CIK 2000730 · 13F filing filed 2025-11-13

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)

$206.4m reported value +1.6% vs Q2 2025

21positions

66.8%in top 10

12 new 4 added 5 reduced 15 sold out vs Q2 2025

Holdings, Q3 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	CORE & MAIN INC CL A CNM	CNM	335,000	$18.0m8.74%	8.74%	New
2	CSX CORP COM CSX	CSX	500,000	$17.8m8.60%	8.60%	Added +230.0k	+230,000 85.2%
3	GENUINE PARTS CO COM GPC	GPC	125,000	$17.3m8.39%	8.39%	Added +89.0k	+89,000 247.2%
4	CUMMINS INC COM CMI	CMI	31,999	$13.5m6.55%	6.55%	Added +5.0k	+4,999 18.5%
5	PENTAIR PLC SHS PNR	PNR	120,000	$13.3m6.44%	6.44%	New
6	EMERSON ELEC CO COM EMR	EMR	100,000	$13.1m6.36%	6.36%	New
7	CBRE GROUP INC CL A CBRE	CBRE	78,000	$12.3m5.95%	5.95%	Added +13.0k	+13,000 20.0%
8	ECOLAB INC COM ECL	ECL	44,000	$12.0m5.84%	5.84%	New
9	CRH PLC ORD CRH	CRH	90,000	$10.8m5.23%	5.23%	New
10	CURTISS WRIGHT CORP COM CW	CW	18,000	$9.8m4.73%	4.73%	Reduced -7.0k	-7,000 -28.0%
11	CATERPILLAR INC COM CAT	CAT	18,000	$8.6m4.16%	4.16%	New
12	ITT INC COM ITT	ITT	44,000	$7.9m3.81%	3.81%	New
13	EVERCORE INC CLASS A EVR	EVR	20,000	$6.7m3.27%	3.27%	New
14	JOHNSON CTLS INTL PLC SHS JCI	JCI	60,000	$6.6m3.20%	3.20%	Reduced -120.0k	-120,000 -66.7%
15	TE CONNECTIVITY PLC ORD SHS TEL	TEL	30,000	$6.6m3.19%	3.19%	New
16	APTIV PLC COM SHS APTV	APTV	75,000	$6.5m3.13%	3.13%	New
17	NVENT ELECTRIC PLC SHS NVT	NVT	65,000	$6.4m3.11%	3.11%	Reduced -25.0k	-25,000 -27.8%
18	HALLIBURTON CO COM HAL	HAL	250,000	$6.2m2.98%	2.98%	New
19	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	15,000	$4.6m2.22%	2.22%	New
20	WOODWARD INC COM WWD	WWD	17,000	$4.3m2.08%	2.08%	Reduced -31.0k	-31,000 -64.6%
21	UNIFIRST CORP MASS COM UNF	UNF	25,000	$4.2m2.02%	2.02%	Reduced -35.0k	-35,000 -58.3%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
COSTAR GROUP INC CSGP	CSGP	180,000	$14.5m180.0k shares
HONEYWELL INTL INC		47,000	$10.9m47.0k shares
DT MIDSTREAM INC DTM	DTM	86,000	$9.5m86.0k shares
SCHWAB CHARLES CORP SCHW	SCHW	100,000	$9.1m100.0k shares
QXO INC QXO	QXO	420,000	$9.0m420.0k shares
MORNINGSTAR INC MORN	MORN	28,000	$8.8m28.0k shares
SPX TECHNOLOGIES INC SPXC	SPXC	42,000	$7.0m42.0k shares
CONSTELLATION ENERGY CORP CEG	CEG	21,000	$6.8m21.0k shares
GXO LOGISTICS INCORPORATED GXO	GXO	135,000	$6.6m135.0k shares
AIR LEASE CORP AL	AL	110,000	$6.4m110.0k shares
HOWMET AEROSPACE INC HWM	HWM	25,000	$4.7m25.0k shares
VESTIS CORPORATION VSTS	VSTS	800,000	$4.6m800.0k shares
GRIFFON CORP GFF	GFF	61,000	$4.4m61.0k shares
BAKER HUGHES COMPANY BKR	BKR	115,000	$4.4m115.0k shares
CLEAN HARBORS INC CLH	CLH	19,000	$4.4m19.0k shares