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Portfolio (Quarterly) Guide ↗

Tribune Investment Group LP

· CIK 0002000730
13F Portfolio $261M AUM 30 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 8 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CSX CSX CORP Industrials 259,900.0 $10.7M 4.09% -90K -25.7% $41.05 +13.1%
2 PH PARKER-HANNIFIN CORP Industrials 11,160.0 $10.0M 3.83% -3K -20.3% $895.24 -3.4%
3 GLW CALL CORNING INC Technology 70,000.0 $9.5M 3.65% -30K -30.0% $135.97 +44.9%
4 FDX FEDEX CORP Industrials 25,860.0 $9.2M 3.53% -4K -13.8% $356.18 +12.3%
5 CAT CATERPILLAR INC Industrials 11,530.0 $8.2M 3.13% -1K -11.3% $708.46 +27.8%
6 ATI ATI INC Industrials 32,000.0 $4.7M 1.78% -25K -43.9% $145.46 +15.7%
7 CW CURTISS WRIGHT CORP Industrials 6,000.0 $4.1M 1.56% -11K -64.7% $681.12 +10.4%
8 GPC GENUINE PARTS CO Consumer Cyclical 38,300.0 $4.1M 1.55% -62K -61.7% $105.75 -8.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 70.3%
Basic Materials 11.5%
Energy 6.5%
Technology 5.0%
Utilities 3.8%
Consumer Cyclical 2.8%