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Portfolio (Quarterly) Guide ↗

Tribune Investment Group LP

· CIK 0002000730
13F Portfolio $247M AUM 34 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 3 Added 10 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 125,000.0 $93.3M 37.84% +95K +316.7% $746.77 +3.1%
2 CCJ CAMECO CORP Energy 40,000.0 $4.1M 1.65% +20K +100.0% $101.86 -1.1%
3 BWXT BWX TECHNOLOGIES INC Industrials 16,000.0 $3.1M 1.26% +6K +60.0% $194.65 -19.0%

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 60.0%
Technology 23.6%
Basic Materials 5.9%
Utilities 5.0%
Energy 3.0%
Consumer Cyclical 2.5%