|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
23,449
|
$282.21
|
$6.6M
|
1,397,698
|
1.7% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
18,196
|
$281.29
|
$5.1M
|
1,444,072
|
1.3% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
INSM
|
Healthcare |
Sell
|
Brennan David RDir
|
25,000
|
$124.00
|
$3.1M
|
39,238
|
38.9% |
$23.5B
|
$129.41
|
-3.2%
|
-4.3%
|
+2.2%
|
+1.1%
|
-3.2%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
10,883
|
$280.48
|
$3.1M
|
1,425,876
|
0.8% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
10,117
|
$283.89
|
$2.9M
|
1,407,815
|
0.7% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
8,059
|
$281.68
|
$2.3M
|
1,374,249
|
0.6% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
USLM
|
Basic Materials |
Sell
|
DOUMET ANTOINE MDir
|
20,000
|
$110.00
|
$2.2M
|
90,000
|
18.2% |
$3.2B
|
$117.82
|
-1.2%
|
+1.2%
|
-3.1%
|
+0.3%
|
-0.8%
|
|
USLM
|
Basic Materials |
Buy
|
Candou Holdings Ltd.10%
|
20,000
|
$110.00
|
$2.2M
|
17,673,780
|
0.1% |
$3.2B
|
$117.82
|
-1.2%
|
+1.2%
|
-3.1%
|
+0.3%
|
-0.8%
|
|
ANGX
|
Communication Services |
Buy
|
Sarowitz Steven IDir
|
355,998
|
$5.28
|
$1.9M
|
1,240,841
|
40.2% |
$719M
|
$5.45
|
+0.6%
|
-3.8%
|
+0.6%
|
-7.5%
|
+7.0%
|
|
AFL
|
Financial Services |
Sell
|
Japan Post Holdings Co., Ltd.10%
|
13,600
|
$114.82
|
$1.6M
|
50,625,490
|
0.0% |
$56.6B
|
$115.28
|
+1.5%
|
+0.5%
|
-0.6%
|
-0.2%
|
-0.2%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
5,000
|
$279.38
|
$1.4M
|
1,414,993
|
0.4% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
MKTX
|
Financial Services |
Sell
|
Cruger William Frank Jr.
|
6,164
|
$163.20
|
$1.0M
|
4,033
|
60.5% |
$5.8B
|
$163.00
|
+0.1%
|
+0.2%
|
-0.0%
|
-0.0%
|
+0.1%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
3,550
|
$280.06
|
$994K
|
1,366,190
|
0.3% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|
|
TVTX
|
Healthcare |
Sell
|
Meckler Jeffrey A
|
14,000
|
$67.46
|
$944K
|
94,600
|
12.9% |
$5.3B
|
$66.17
|
-0.6%
|
-5.0%
|
+1.6%
|
+2.0%
|
-3.1%
|
|
MGNI
|
Communication Services |
Sell
|
Saltz AaronOff
|
40,000
|
$23.41
|
$936K
|
224,389
|
15.1% |
$3.6B
|
$23.77
|
+0.3%
|
-0.5%
|
+0.3%
|
+7.8%
|
-1.9%
|
|
PARR
|
Energy |
Sell
|
Clossey TimothyDir
|
10,970
|
$84.00
|
$921K
|
51,526
|
17.5% |
$4.3B
|
$84.65
|
-3.5%
|
+2.3%
|
+1.6%
|
+1.9%
|
-2.5%
|
|
PHIN
|
Consumer Cyclical |
Sell
|
Gropp Chris POff
|
13,500
|
$66.71
|
$901K
|
43,823
|
23.5% |
$2.2B
|
$66.24
|
-5.2%
|
-2.1%
|
-0.6%
|
+1.4%
|
-0.9%
|
|
ATEX
|
Communication Services |
Sell
|
Martin HeatherOff
|
8,064
|
$84.20
|
$679K
|
26,743
|
23.2% |
$1.6B
|
$82.18
|
-5.6%
|
-2.1%
|
+0.3%
|
+1.6%
|
-0.6%
|
|
ANGX
|
Communication Services |
Buy
|
Sarowitz Steven IDir
|
132,639
|
$4.95
|
$657K
|
884,843
|
17.6% |
$719M
|
$5.45
|
+0.6%
|
-3.8%
|
+0.6%
|
-7.5%
|
+7.0%
|
|
GPI
|
Consumer Cyclical |
Buy
|
Conifer Management, L.L.C.
|
2,146
|
$282.11
|
$605K
|
1,446,218
|
0.1% |
$3.1B
|
$278.27
|
+2.1%
|
-3.0%
|
-4.8%
|
-2.8%
|
-3.3%
|