Tribune Investment Group LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Tribune Investment Group LP reported 24 stock positions worth $203.1 million . Its top holding was Johnson Controls Internation (JCI) at 9.4% of the portfolio, followed by Costar (CSGP, 7.1% ) and Curtiss-Wright (CW, 6.0% ). Compared with Q1 2025, it opened 15 new positions, sold out of 19, added to 6 and reduced 3. The biggest buy was a new position in Costar (CSGP) and the biggest sale an exit from Willis Towers Watson (WTW).
Location NEW YORK, NY
CIK 0002000730
Portfolio Value $203.1M (Q2 2025) Holdings 24 stocks · $203.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 JCI Johnson Controls Internation 180,000 $19.0M Add +133.8% CSGP Costar Group Inc. 180,000 $14.5M New CW Curtiss-Wright Corp. 25,000 $12.2M Add +78.6% WWD Woodward Inc. 48,000 $11.8M Add +2.1% UNF Unifirst Corp. 60,000 $11.3M Add +17.6% HON Honeywell International Inc. 47,000 $10.9M New DTM DT Midstream Inc. 86,000 $9.5M Add +65.4% SCHW Schwab (charles) Corp. 100,000 $9.1M New CBRE CBRE Group Inc. Class A 65,000 $9.1M Add +30.0% QXO Qxo Inc. 420,000 $9.0M New CMI Cummins Inc. 27,000 $8.8M New CSX CSX Corp. 270,000 $8.8M New MORN Morningstar Inc. 28,000 $8.8M Reduce -22.2% SPXC SPX Technologies Inc. 42,000 $7.0M New CEG Constellation Energy 21,000 $6.8M New NVT Nvent Electric PLC 90,000 $6.6M New GXO Gxo Logistics Inc. 135,000 $6.6M New AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 110,000 $6.4M New HWM Howmet Aerospace Inc. 25,000 $4.7M New VSTS Vestis Corp. 800,000 $4.6M New GFF Griffon Corp. 61,000 $4.4M Reduce -18.7% BKR Baker Hughes Co. 115,000 $4.4M New CLH Clean Harbors Inc. 19,000 $4.4M Reduce -70.8% GPC Genuine Parts Co. 36,000 $4.4M New
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ WTW Willis Towers Watson PLC Sold out 0.00% −5.43 CLH Clean Harbors Inc. Reduce -70.8% 2.16% −5.18 IP International Paper Co. Sold out 0.00% −4.89 AIT Applied Industrial Tech Inc. Sold out 0.00% −4.26 BLD Topbuild Corp. Sold out 0.00% −4.20 APD Air Products & Chemicals Inc. Sold out 0.00% −4.06 WY Weyerhaeuser Co. Sold out 0.00% −3.86 AAON Aaon Inc. Sold out 0.00% −3.58 MMM 3M Co. Sold out 0.00% −3.54 NOC Northrop Grumman Corp. Sold out 0.00% −3.52 PH Parker Hannifin Corp. Sold out 0.00% −3.49 ULS Ul Solutions Inc. Class A Sold out 0.00% −3.40 KKR KKR & Co. Inc. Sold out 0.00% −3.31 TDY Teledyne Technologies Inc. Sold out 0.00% −3.14 KNTK Kinetik Holdings Inc. Sold out 0.00% −2.68 SPGI S&P Global Inc. Sold out 0.00% −2.48 MORN Morningstar Inc. Reduce -22.2% 4.33% −1.86 BATRK Atlanta Braves Holdings in-C Sold out 0.00% −1.38 HEI Heico Corp. Sold out 0.00% −1.23 WRB WR Berkley Corp. Sold out 0.00% −1.22 TRS Trimas Corp. Sold out 0.00% −1.01 GFF Griffon Corp. Reduce -18.7% 2.17% −0.90
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ CSGP Costar Group Inc. New 7.13% +7.13 JCI Johnson Controls Internation Add +133.8% 9.36% +5.82 HON Honeywell International Inc. New 5.39% +5.39 SCHW Schwab (charles) Corp. New 4.49% +4.49 QXO Qxo Inc. New 4.45% +4.45 CMI Cummins Inc. New 4.35% +4.35 CSX CSX Corp. New 4.34% +4.34 SPXC SPX Technologies Inc. New 3.47% +3.47 CW Curtiss-Wright Corp. Add +78.6% 6.01% +3.47 CEG Constellation Energy New 3.34% +3.34 NVT Nvent Electric PLC New 3.25% +3.25 GXO Gxo Logistics Inc. New 3.24% +3.24 AL Sumisho Air Lease Corp. New 3.17% +3.17 HWM Howmet Aerospace Inc. New 2.29% +2.29 VSTS Vestis Corp. New 2.26% +2.26 BKR Baker Hughes Co. New 2.17% +2.17 GPC Genuine Parts Co. New 2.15% +2.15 DTM DT Midstream Inc. Add +65.4% 4.65% +1.78 WWD Woodward Inc. Add +2.1% 5.79% +0.87 CBRE CBRE Group Inc. Class A Add +30.0% 4.48% +0.73 UNF Unifirst Corp. Add +17.6% 5.56% +0.47
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US call Sold out 45,000 $25.2Mbefore exit MDY State Street SPDR S&P Midcap call Sold out 40,000 $21.3Mbefore exit IWM iShares Russell 2000 ETF call Sold out 60,000 $12.0Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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