Tribune Investment Group LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tribune Investment Group LP reported 27 stock positions worth $178.6 million. Its top holding was S&P Global (SPGI) at 7.0% of the portfolio, followed by Willis Towers Watson (WTW, 6.8%) and International Paper (IP, 5.7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002000730
- Portfolio Value
- $178.6M (Q4 2024)
- SEC Filing
- 0002000730-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 27 stocks · $178.6M
| SPGI S&P Global Inc. | 6.97% | 25,000 | $12.5M | — |
| WTW Willis Towers Watson PLC | 6.84% | 39,000 | $12.2M | — |
| IP International Paper Co. | 5.73% | 190,000 | $10.2M | — |
| APD Air Products & Chemicals Inc. | 5.68% | 35,000 | $10.2M | — |
| GEV GE Vernova Inc. | 5.53% | 30,000 | $9.9M | — |
| JCI Johnson Controls Internation | 5.52% | 125,000 | $9.9M | — |
| WAB Wabtec Corp. | 4.88% | 46,000 | $8.7M | — |
| COF Capital One Financial Corp. | 4.79% | 48,000 | $8.6M | — |
| JLL Jones Lang Lasalle Inc. | 4.68% | 33,000 | $8.4M | — |
| UNP Union Pacific Corp. | 4.47% | 35,000 | $8.0M | — |
| CEG Constellation Energy | 3.76% | 30,000 | $6.7M | — |
| CP Canadian Pacific Kansas City | 3.65% | 90,000 | $6.5M | — |
| MMM 3M Co. | 3.61% | 50,000 | $6.5M | — |
| MORN Morningstar Inc. | 3.02% | 16,000 | $5.4M | — |
| BKR Baker Hughes Co. | 2.99% | 130,000 | $5.3M | — |
| DAL Delta Air Lines Inc. | 2.95% | 87,000 | $5.3M | — |
| ULS Ul Solutions Inc. Class A | 2.93% | 105,000 | $5.2M | — |
| DTM DT Midstream Inc. | 2.90% | 52,000 | $5.2M | — |
| CRH CRH PLC | 2.69% | 52,000 | $4.8M | — |
| TRP TC Energy Corp. | 2.40% | 92,000 | $4.3M | — |
| ECG Everus Construction Group | 2.39% | 65,000 | $4.3M | — |
| KNF Knife River Corp. | 2.33% | 41,000 | $4.2M | — |
| EVR Evercore Inc. Class A | 2.33% | 15,000 | $4.2M | — |
| TDW Tidewater Inc. | 1.84% | 60,000 | $3.3M | — |
| ROAD Construction Partners Inc. Class A | 1.73% | 35,000 | $3.1M | — |
| UNF Unifirst Corp. | 1.72% | 18,000 | $3.1M | — |
| GVA Granite Construction Inc. | 1.67% | 34,000 | $3.0M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $148.1M | AME, CSX, Q, FDX, PH |
| Q1 2026 | 25 | $148.9M | CSX, JCI, PH, MTZ, FDX |
| Q4 2025 | 18 | $164.5M | CSX, AME, PH, GPC, CMI |
| Q3 2025 | 21 | $206.4M | CNM, CSX, GPC, CMI, PNR |
| Q2 2025 | 24 | $203.1M | JCI, CSGP, CW, WWD, UNF |
| Q1 2025 | 28 | $174.4M | CLH, MORN, WTW, UNF, WWD |
| Q4 2024 | 27 | $178.6M | SPGI, WTW, IP, APD, GEV |