If you enjoy going through 13-F filings, take look at Q1 2024, Q2 2024, Q3 2024 and Q4 2024 for the 13-F Fillers i read on regular basis.
Enjoy!!!
3rd Quarter 2024
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2nd Quarter 2024
1st Quarter 2024
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4th Quarter 2023
3rd Quarter 2023
2nd Quarter 2023
1st Quarter 2023
4th Quarter 2022
3rd Quarter 2022
2nd Quarter 2022
1st Quarter 2022
4th Quarter 2021
2nd Quarter 2021
1st Quarter 2021
4th Quarter 2020
3rd Quarter 2020
- 1 Main Capital Partners - ($LMB)
- Alger Mid Cap Focus Fund - ($PENN, $ZM, $DKNG, $VAPO, $MIDD, $VERX)
- Alger Small Cap Focus Fund - ($NTRA, $CYRX, $VEEV, $AYX, $EHTH, $PRO).
- Alger Spectra Fund
- Alphyn Capital Management
- Alta Fox Capital Management - ($CLCT)
- Andaz Private Investments
- Andvari Associates -($GLIBA, $LBRDA, $CSGP, $TYL)
- Appleseed Fund
- Argosy Investors - ($TIG, $TAP, $XPO, $HEI, $CIGI).
- Ariel Funds - ($BAP, $FLIR, $NOV, $MTN).
- Arquitos Capital
- Arisaig Partners
- Artisan Global Discovery Fund
- Artisan International Value Fund
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artisan Value Fund
- Artko Capital - ($NTIC, $PBPB, $FTK)
- Baron Asset Fund
- Baron Discovery Fund - ($PRPL, $VITL, $PACB, $BLI, $AFIB, $MEG, $AEIS).
- Baron FinTech Fund - ($SQ, $NVEI.TO).
- Baron Growth Fund - ($AMWL).
- Baron Health Care Fund
- Baron Opportunity Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Bernzott Capital Advisors - ($SSTK, INOV, $WSC, $EPAY, $SP, $CSOD)
- Bireme Capital
- Black Bear Value Partners - ($AWI, $AN, $BRK.B, $PSX, $TPL)
- Blue Tower Asset Management - ($BERY)
- Bonsai Partners - ($RDBBF, $PHPYF, $MU, $GNSS, $TSM).
- Bronte Capital
- Brown Capital Management Mid Company Fund - ($CRL, $BFAM, $JKHY, $RP)
- Brown Capital Management Small Company Fund - ($IRTC, $VEEV, $AYX, $PRO)
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Carillon Eagle Mid Cap Growth Fund
- Cartenna Capital - ($FDX, $LAD, $LEA)
- Cedar Creek Partners
- Choice Equities Fund - ($APPS, $PINS, $MGNI, $SIC).
- Compound Everyday Capital
- Comus Investments
- Cooper Investors Global Equity Fund (Hedged)
- Cooper Investors Global Equity Fund (Unhedged)
- Crestcat Capital
- Curreen Capital - ($CNDT).
- Del Principe O’Brien Financial Advisors - ($BRK.B, $ROP, $DHR, $MC, $ICE)
- Desert Lion Capital
- Distillate Capital
- DMZ Partners
- Donville Kent Asset Management
- Ensemble Fund - ($CMG, $ISRG. $NVR, $BR, $FRC, $NVR).
- Evermore Global Value Fund
- Ewing Morris - ($KAI)
- First Eagle Global Value
- FMI All Cap Equity - ($CMCSA, $DLTR).
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- FPA Capital Fund - ($NCR, $AGCO, $CNOM, $CNC)
- FPA Crescent Fund
- Goehring & Rozencwajg
- Greenhaven Road Capital - ($PAR, $KKR, $APPS, $ESTC, $ROKU, $AEYE, $APG, $NLS, $BNED)
- Greenlight Capital
- GreenWood Investors
- Greystone Capital Management - ($RICK, $RMNI, $CRAWA, $RSSS, $PW)
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($AFTPF)
- Heartland Mid Cap Value Fund - ($HLT, $SPB, $FE, $MHK)
- Heartland Opportunistic Value Fund - ($HLT, $CSCO, $BRK.B)
- Heartland Value Fund - ($TSC, $OESX ,$PLAB)
- Heartland Value Plus Fund - ($SPB, $FCFS, $RL)
- Hoisington Investment Management
- Horizon Kinetics - ($TPL)
- L1 International Capital Fund
- L1 Capital Long Short Fund
- Laughing Water Capital - ($USAT, $FREE)
- Longleaf Partners Fund
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- LRT Capital
- Luca Capital
- Madison Dividend Income Fund - ($HON)
- Madison Investors Fund - ($FB)
- Madison Mid Cap Fund - ($ANET)
- Madison Small Cap Fund
- Maran Capital Management - ($FREE, $PCYO, $CLAR)
- Massif Capital
- Mawer Mutual Funds
- McLain Capital
- Merion Road Capital - ($FERGY, $TUESQ)
- Miller/Howard Investments
- Miller Value - Deep Value Strategies - ($NBR, $BBBY, $GME, $SIG, $PBI, $ATCO)
- Miller Value - Opportunity Equity
- Mittleman Global Value Equity Fund
- Myrmikan Capital
- Nelson Roberts Investment Advisors - ($QDEL).
- Nomadic Value - ($UNH, $OHS, $IPOC).
- NZS Capital
- Oakmark Fund - ($CBRE, $KDP)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management - ($LEU)
- Palm Valley Capital Fund
- Polen Capital - Focus Growth - ($UNH, $ISRG, $CRM, $REGN).
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth - ($PINS, $AAPL, $AMZN, $EXAS, $ISRG, $ILMN, $AMT, $ADSK)
- RiverPark Long/Short Opportunity Fund
- Rowan Street Capital - ($BABA)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Selcouth Capital Management
- Sequoia Fund
- Silver Ring Partners
- Smead Value Fund
- Spree Capital - ($IAC, $ANGI, $PINS)
- St. James Investment Company
- Steel City Capital - ($LSYN, $ATEX. $SATS, $EBAY, $TCP, $TRUP, $HBI, $OLLI)
- Summers Value Fund - ($EMIS, $ELMD, $PRSC, $ASRT)
- Tao Value - ($BEKE, $WORK, $API)
- Tidefall Capital Management - ($FB, $NFLX, $MTCH)
- Third Avenue Real Estate Value Fund - ($FNMA, $CBRE, $AMH).
- Third Avenue Small-Cap Value Fund - ($HBB)
- Third Avenue Value Fund
- Third Point
- Tollymore Investment Partners - ($TRUP, $FTCH).
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management - ($BFAM)
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- Wedgewood Partners - ($FRC, $NVDA, $V, $PYPL)
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital - ($GOOG, $GT)
- Worm Capital
2nd Quarter 2020
- 1 Main Capital Partners - ($HBI)
- Adestella Investment Management - (WSE:LVC)
- Akre Focus Fund
- Alger Mid Cap Focus Fund - ($QDEL, $DKNG, $MKTX, $INGN, $XPO, $HLIO).
- Alger Small Cap Focus
- Alger Spectra Fund
- Alluvial Capital Management - ($PIOE, $LICT, $NUVR, $RWWI, $CRAWA, $PII, $MMAC, $BUKS, $MHGU)
- Alphyn Capital Management
- Alta Fox Capital Management - ($CLCT, $NLAB)
- Andaz Private Investments
- Appleseed Fund - ($TPIC).
- Ariel Funds - ($JLL, $MSGE, $SWK).
- Arisaig Partners
- Artisan International Value Fund
- Artisan Mid Cap Fund - ($PTON, $CHGG, $IEX, $LSCC, $BURL, $ASND).
- Artisan Small Cap Fund
- Artko Capital
- Askeladden Capital
- Avory&Company
- Baron Asset Fund - ($ZI)
- Baron Discovery Fund - ($AAT, $CAKE, $FOUR, $AEIS, $CYRX, $NARI).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($SWAV, $IMMU, $CYRX).
- Baron Opportunity Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Baron Small Cap Fund - ($CCH, $AXNX, $KTOS, $AZEK)
- Bernzott Capital Advisors - ($CRNC, $CTLT, $EPAY, $PLOW, $SP, $BV, $SPSC, $TWNK)
- Blue Hawk Investment Group - ($MTCH, $EA, $SPLK, $STZ).
- Blue Tower Asset Management - ($EZPW)
- Bonhoeffer Fund - ($AM)
- Bonsai Partners - ($LKQ, $GNSS, $TSM, $PHPYF)
- Boyar Group
- Bronte Capital
- Brown Capital Management Mid Company Fund
- Brown Capital Management Small Company Fund
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Carillon Eagle Mid Cap Growth Fund
- Cedar Creek Partners
- Choice Equities Fund - ($CELH, $APPS, $PINS, $CTRN, $TAST).
- Chou Funds
- Coho Capital - ($SPOT)
- Comus Investments
- Crestcat Capital
- David Capital Partners
- Davis Financial Fund - ($COF, $BK).
- Davis Global Fund
- Davis International Fund
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- Desert Lion Capital
- DF Dent
- Diamond Hill Small Cap Fund
- Distillate Capital
- Donville Kent Asset Management
- Emeth Value Capital - ($BSM)
- Ensemble Fund - ($MASI, $NFLX)
- Evermore Global Value Fund
- First Eagle Global Value
- FMI All Cap Equity
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- Forager Fund - ($CELH)
- FPA Capital Fund
- FPA Crescent Fund
- Giverny Capital Asset Management
- Goehring & Rozencwajg
- Greenhaven Road Capital - ($GOGO, $LE, $IAC, $APPS, $KKR, $ESTC, $PAR)
- Greenlight Capital
- GreenWood Investors
- Greystone Capital Management - ($HIL, $RICK, $APG, $TRRVF, $MIXT
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($AMZN, $SE)
- Heartland Mid Cap Value Fund - ($AAP, $RJF)
- Heartland Select Value Fund - ($CNI, RJF)
- Heartland Value Fund - ($MDC, $PLAB, $NFG)
- Heartland Value Plus Fund - ($SAH, $CCRN, $PCH)
- Hoisington Investment Management
- Horizon Kinetics
- Horos Asset Management
- JDP Capital
- L1 Capital Long Short Fund
- L1 International Capital Fund Capital
- Lakewood Capital Management - ($HDS, $NSP, $ATH, $BLDP, $SLP, $SRNE)
- Laughing Water Capital
- Lightsail Capital
- Longleaf Partners Fund
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- Madison Dividend Income Fund - ($MMM)
- Madison Investors Fund - ($MMC)
- Madison Mid Cap Fund - ($IT, $LH, $MC).
- Madison Small Cap Fund
- Maran Capital Management - ($IAC)
- Mar Vista Investment Partners - ($APH)
- Massif Capital - ($HES, $RUN, $GOLD).
- Mawer Mutual Funds
- Merion Road Capital - ($TRNS)
- Miller Value Fund - ($BBBY, $NBR, $TMHC, $DXC).
- Mittleman Global Value Equity Fund - ($CRMLF, $CAR, $CCL, $REV, $CPXGF, $AZTEF)
- MPE Capital - ($WIX, $BRBOF).
- Nelson Roberts Investment Advisors - ($DOCU).
- Nomadic Value Investment Partners
- NZS Capital
- Oakmark Fund - ($RGA, $GD, $TMUS)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management - ($FLGT).
- Pabrai Funds
- Palm Valley Capital Fund
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth Fund - ($SNAP, $SHOP, $BILL, $AMZN, $TWLO, $CME, $IQV, $ZTS, $APO, $KKR, $MTN).
- RiverPark Long/Short Opportunity Fund
- RiverPark/Wedgewood Fund - ($BKNG, $BMT, $FB, $FLT)
- RLT Capital
- Rowan Street Capital - ($SPOT)
- RV Capital
- Saga Partners
- SaltLight Capital - ($COH.JO, CTK.JO)
- Sequoia Fund
- Saturna Capital - AmanaFunds
- Silver Ring Value Partners
- Smead Value Fund
- Spree Capital - ($STNE, $WIX).
- SRK Capital
- St. James Investment Company
- Summers Value Fund - ($EMIS, $BSTC)
- Tao Value - ($PDD, $YY, $AVLR, $CIH)
- TGV Partners Fund
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund - ($WASH, $CKH)
- Third Avenue Value Fund - ($BKRIF, $IFSPF, $LUNMF, $CSFFF).
- Third Point - ($BABA, $JD, $AMZN, $DIS, $PUK, $SPGI)
- Tidefall Capital Management
- Tollymore Investment Partners
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management - ($RBA)
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- Wedgewood Partners - ($AAPL, $BKNG, $BMY, $FB, $FLT)
- Weitz Hickory Fund - ($DLB)
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- Worm Capital
1st Quarter 2020
- 1 Main Capital Partners - ($GMS)
- Akre Focus Fund
- Alger Mid Cap Focus Fund
- Alger Small Cap Focus Fund - ($EVBG, $EHTH, $QDEL, $CMD, $HSKA, $TCMD)
- Alger Spectra Fund - ($AMZN, $NVDA, $NFLX, $CBOE, $FB, $APPL, $V, $MDB).
- Alluvial Capital Management
- Alphyn Capital Management - ($EXXRF, $BAM, $KKR, $BRFRF, $WANSF, $CDAY, $CFX, $OSSIF).
- Alta Fox Capital Management - ($MMMB, $EVVTY, $GMMNF)
- Andaz Private Investments
- Andvari Associates
- Appleseed Fund - ($HRTX, $NLY).
- Arquitos Capital - ($MMAC, $SYTE, $WEDXF)
- Ariel Funds - ($KMT, $NVST, $PGR).
- Arisaig Partners
- Artisan International Value Fund - ($BABA, $TCOM, $SLB, $TS, $SU, $SNE, $DANOY, $CNHI).
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artko Capital
- Askeladden Capital
- Baron Asset Fund
- Baron Discovery Fund - ($INGN, $QLYS, $FND, $SIEN, $PAR, $TXMD, $EVBG, $KTOS, $PENN, $AXNX).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Baron Small Cap Fund
- Bernzott Capital Advisors - ($CTLT, $MEDP, $SP, $CNK, $PLOW, $CRNC, $TREE, $SERV).
- Bireme Capital - ($HCA, $BKNG, $WFC, $RICK, $KRG)
- Blue Hawk Investment Group - ($MSFT, $MTCH, $NFLX, $EA, $INTU, $ISRG, $V, $FB, $CHTR, $FND, $STZ, $NYT, $SPLK, $LULU).
- Blue Tower Asset Management
- Bonhoeffer Fund
- Boyar Group
- Brown Capital Management Mid Company Fund - ($DXCM, $SHOP, $NCLH, $BFAM, $TDOC)
- Brown Capital Management Small Company Fund - ($QDEL, $VEEV, $MANH, $PRO, $PLAN, $DDOG, $KIDS, $INCY).
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Broyhill Asset Management
- Carillon Eagle Mid Cap Growth Fund
- Compound Everyday Capital
- Comus Investments
- Crestcat Capital
- Desert Lion Capital
- Diamond Hill Small Cap Fund
- Distillate Capital
- Donville Kent Asset Management
- Elliot Management
- Ensemble Fund
- Evermore Global Value Fund
- Ewing Morris
- Firebird Management
- First Eagle Global Fund
- First Eagle Global Value
- FMI All Cap Equity
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- FPA Capital Fund - ($NBL, $VNOM, $ISBC)
- FPA Crescent Fund
- Fundsmith Equity Fund
- Giverny Capital Asset Management - ($GOOG, $GOOGL, $KMX, $BRK.B, $PGR, $SCHW, $SSNC, $HEI, $MKL, $ANET)
- Greenhaven Road Capital - ($SHSP, $APPS, $KKR, $PAR, $KLR, $CSSE, $OPT)
- GreenWood Investors
- Goehring & Rozencwajg
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($IBKR, $CVNA)
- Heartland Mid Cap Value Fund - ($WU, $PXD, $AAP)
- Heartland Select Value Fund - ($GRC, $CALM, $JNJ)
- Heartland Value Fund - ($MDU, $MDC,$EVTC)
- Heartland Value Plus Fund - ($IDCC, $HTLD)
- Hoisington Investment Management
- Horizon Kinetics - ($BA, $ADM, $CRL, $ICE, $BTC).
- Horos Asset Management - ($TGP, $TK, $GLNG, $AER, $NPSNY).
- Huffman Prairie
- JDP Capital - ($SPOT, $STNE, $XPO)
- Laughing Water Capital
- Lightsail Capital
- Lindsell Train- ($WWE, $DIS, $DEO, $BF.A, $EBAY, $PYPL, $INTU)
- Longleaf Partners Fund - ($H, $DD, $CTL, $CNHI, $PK, $CKHUY, $MAT).
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- LRT Capital
- Madison Dividend Income Fund
- Madison Investors Fund
- Madison Mid Cap Fund - ($CSL).
- Maran Capital Management
- Massif Capital
- Mawer Mutual Funds
- Merion Road Capital - ($CPRT, $EVBG, $RMCF)
- Moneta Long Short A
- Moneta MultiCaps C
- Nelson Roberts Investment Advisors - ($GSK)
- Oakmark Fund - ($AXP, $MTCH, $PINS, $WDAY)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management
- Open Square Capital
- O’Shaughnessy Asset Management
- Palm Valley Capital Fund - ($AAP, $AGI, $BHE, $CRI, $CASS, $DKS, $EZPW, $GENC, $HCSG, $HP, $SLV, $KELYA, $OR, $SCHL, $SKX, $SP, $SYKE, $UNF, $UG, $WMK).
- Polen Capital - Focus Growth - ($ABT, $BKNG, $FB, $ORLY, $ADSK, $REGN).
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- Rhizome Partners
- RGA Investment Advisors - ($NUAN)
- RiverPark Large Growth Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT).
- RiverPark Long/Short Opportunity Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT, $COST, $APO, $KKR)
- RiverPark/Wedgewood Fund - ($FAST, $KEYS, $MSFT, $ROSS).
- Rowan Street Capital
- Saga Partners - ($AYX $CVNA $DBX $FB $LGIH $LIMAF $TTD $TRUP $VSEC $WIX)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Semper Vic Partners
- Sequoia Fund
- Smead Value Fund
- SRK Capital
- St. James Investment Company
- Steel City Capital
- Summers Value Fund
- Tao Value - ($GILD, $CACC, $ADS, $NXRT, $$BILI)
- Templeton and Phillips Capital Management
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund - ($CALM, $CET, $BATRA, $BATRK).
- Third Avenue Value Fund - ($BMWYY, $DB, $IFSPF, $HA, $ORI, $FDX, $VNO)
- Third Point
- Tidefall Capital Management
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management
- Universa Investments
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- WCM Global Growth
- Wedgewood Partners - ($FAST, $FB, $KEYS, $MSFT, $ROSS, $NVDA, $EA, $BKNG, $EW).
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- White Crane Capital
- Wolf Hill Capital - ($HGV, $MIDD)
- Worm Capital
4th Quarter 2019
- 1 Main Capital Partners - ($ISDR, $RICK, $TSSI, $DPZ)
- 2Point2 Capital
- Admiral Capital Partners Fund - ($CVNA, $GDDY, $GTT).
- Alluvial Capital Management - ($PIOE, $CRAWA, $BUKS, $NUVR, $LICT)
- Alta Fox Capital Management
- Alphyn Capital Management
- Andaz Private Investments
- Andvari Associates
- Appleseed Fund - ($ARDX, $SAVE, $MOS, $SINA, $SNE, $RYAAY).
- Ariel Funds - ($CCL, $NLSN).
- Artisan Global Discovery Fund
- Artisan Mid Cap Fund - ($SWKS, $TW, $CMS, $UA, $ABMD, $ZS, $BURL, $AMD, $ANET, $SERV, $DXCM).
- Artisan Small Cap Fund
- Artisan Value Fund
- Artko Capital - ($MO, $REPH, $GAIA, $RSSS)
- Askeladden Capital
- Baird MidCap Fund
- Baron Asset Fund - ($DXCM, $SAGE).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($TMO, $ZBH)
- Baron Discovery Fund - ($PGNY, $ESPR, $SIEN, $SITE, $ICHR, $TXMD, $MRCY, $FSCT, $TCMD, $SCPPF, $OLLI, $BRP, $CDNA).
- Baron Partners Fund
- Baron Small Cap Fund
- Baron Real Estate Fund
- Bernzott Capital Advisors - ($EPAY, $PLOW, $LOGM, $MG, $MIK, $CNK, $CTLT, $EPAM, $AGS).
- Bireme Capital - ($KRG, $DNKN)
- Blue Hawk Investment Group
- Blue Tower Asset Management
- Boyar Group
- Brown Capital Management Mid Company Fund
- Brown Capital Management Small Company Fund - ($VEEV, $GKOS, $TNDM, $SMAR).
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Broyhill Asset Management
- Bumbershoot Holdings
- Carillon Eagle Mid Cap Growth Fund
- Citron Capital - ($RH, $PTON).
- Coho Capital
- Comus Investment
- Cooper Investors Global Equities Fund - ($YUMC, $FRRVF, $PTC)
- Curreen Capital
- Dan Wang
- Davis Financial Fund.
- Davis Global Fund
- Davis International Fund
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- DF Dent Midcap Growth - ($ODFL, $TWLO, $VEEV, $ANSS, $MCO, $CBRE, $VRSK, $VMC, $MKL).
- DF Dent Small Cap Growth
- Diamond Hill Small Cap Fund
- Donville Kent Asset Management
- East 72 Holdings
- Edgebrook Partners - ($APEUF)
- Ensemble Fund - ($PAYX, $BR)
- Evermore Global Value Fund - ($IAC, $MTCH, $ANGI, $STNG, $KRA, $ENZ).
- Ewing Morris Dark Horse - ($LQSIF)
- Ewing Morris Opportunities Fund
- FPA Capital Fund
- Fundsmith Equity Fund
- Gator Capital Management
- Giverny Capital
- GoodHaven Fund
- Greenhaven Road Capital
- Greenlight Capital - ($AER, $AGO, $ATC, $BHF, $CC, $GM, $GRBK, $NFLX, $DXC).
- GreenWood Investors
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity - ($GUZOF, $ALICORC1, $PGENY).
- Harding Loevner Global Small Companies
- Hayden Capital - ($SE).
- Heartland Mid Cap Value Fund - ($LEG, $EXC, $UMBF)
- Heartland Select Value Fund - ($SCHW, $GTS, $CONE).
- Heartland Value Fund - ($TBBK, $AMRC)
- Heartland Value Plus Fund - ($ASB, $PAHC)
- HGC Investment Management - ($GSAC, $DEAC).
- Hoisington Investment Management
- Horizon Kinetics
- Horos Asset Management
- Huffman Prairie - ($PKE)
- L1 Capital International Fund
- Laughing Water Capital
- Lindsell Train
- Long Cast Advisers - ($INS, $QRHC, $CTEK, $SFE, $PESI)
- Longleaf Partners Fund
- Lyrical Asset Management
- Maran Capital Management - ($CLAR, $RNGR, $SDI).
- Martin Capital Management
- Massif Capital
- Merion Road Capital - ($TTWO, $ODP)
- Miller Value Fund - ($FTCH, $ET, $CDEV).
- Moneta Long Short A
- Moneta MultiCaps C
- MPE Capital - ($CACC).
- Nelson Roberts Investment Advisors - ($IBM)
- Oakmark Global Select Fund
- Old West Investment Management - ($GOLD)
- O’Shaughnessy Asset Management
- Palm Harbour Capital
- Palm Valley Capital Fund
- Parnassus Core Equity Fund
- Parnassus Mid Cap Fund
- Polen Capital - Focus Growth - ($ALGN, $CRM, $ABT, $NOW, $ORCL).
- Polen Capital - Global Growth - ($MSFT, $BABA, $ABT)
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- RGA Investment Advisors - ($ANGI, $DBX, $GRUB, $TWTR)
- RiverPark Large Growth Fund - ($AAPL, $UNH, $BX, $MSFT, $ADSK, $SDC, $TWTR, $NOC, $TDC, $TWLO).
- RiverPark Long/Short Opportunity Fund
- RiverPark/Wedgewood Fund - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
- RLT Capital
- RMB Fund
- RMB Small Cap Fund
- RMB SMID Cap Fund
- Saber Capital Management
- Saga Partners - ($TTD, $LIMAF, $FB, $LGIH, $VSEC, $CVNA)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Semper Augustus
- Sequoia Fund
- Silver Ring Value Partners
- Smead Value Fund
- Social Capital
- Spree Capital - ($RST, $MTCH, $FERGY).
- Summers Value Fund - ($TARO, $EGRX, $ELMD)
- Tao Value
- TGV Rubicon Fund
- Third Avenue Real Estate Value Fund - ($GPOR.L, $HHC, $PSA, $VNO, $SRG, $FPH).
- Third Avenue Small-Cap Value Fund
- Third Avenue Value Fund - ($BMWYY, $DB, $MAC).
- Third Point
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Tyro Capital Management - ($MO, $REPH, $SKY, $SMCI, $MTCH, $UBSFF, $BXC, $MYOV)
- Upslope Capital Management - ($FOCS, $DLTR)
- Vilas Fund
- Vltava Fund
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- WCM Global Growth
- Wedgewood Partners - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund - ($SIRI, $LSXMB, $EVREF).
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- White Crane Capital
- Wolf Hill Capital - ($CNR, $REGI, $WTSHF)
- Worm Capital
3rd Quarter 2019
- Alluvial Capital Management - ($SYCRF, $LICT, $NUVR, $APTL, $NORSA, $PIOE, $MHGU, $ITD.IM, $EDAC.IM, $SIO.IM)
- Alphyn Capital Management
- Alta Fox Capital Management - ($KRMD, $KYYWF, $STKS)
- Andaz Private Investments - (CBS.B, $VIAB)
- Andvari Associates
- Appleseed Fund - ($SINA, $WB, $MOS, $SAVE, $ARDX, $SNE, $RYAAY)
- Arquitos Capital - ($MMAC, $WEDXF)
- Ariel Funds - ($BX, $BWA, $DIFTY, $ZBH)
- Artisan Mid Cap Fund - ($ALXN, $EXAS, $GDI, $GWRE, $CTLT, $BURL, $PAGS, $LHX, $ANET, $ASND)
- Artisan Small Cap Fund
- Artko Capital - ($FTK, $LEAF, $SKY, $USAT, $EEI, $SPAR)
- Askeladden Capital
- Baron Asset Fund - ($CCC)
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($TMO, $ZBH)
- Baron Discovery Fund - ($TXMD, $FND, $TREX, $MRCY, $KNSL $VRAY, $SILK, $BE, $CDNA, $TPIC, $MDLA, $PING, $WMS, $VRNS, $INGN)
- Baron Partners Fund
- Baron Small Cap Fund - ($CDAY, $CCC, $COLD)
- Bernzott Capital Advisors - ($MINI, $SP, $PLOW, $OI, $AGS, $QUOT,$ CTLT, $EPAM, $KN, $CLDR, $AGS, $GNRC)
- Bireme Capital - ($HCA, $COKE)
- Blue Hawk Investment Group - ($SFIX, $GRUB, $MTCH, $NFLX)
- Blue Tower Asset Management - ($EZPW)
- Bonhoeffer Capital Management - ($TOO, $CAMB.LN)
- Brown Capital Management Small Company Fund - ($TYL, $MANH, $ABMD, $INGN)
- BrownCapitalManagement Mid CompanyFund - ($EW, $TYL, $ALGN, $ULTA, $MKTX, $CRL, $JBHT)
- BrownCapitalManagement International Equity Fund - ($CZMWF, $ESLOY, $QGEN, $IPSEF, $MONOY)
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund ($RUBI, $BXC, $HOME, $QMCO)
- Compound Everyday Capital
- Compound Money Fund
- Comus Investment
- Cooper Investors Global Equities Fund - ($IPGLF, $NVST, $A, $FRC)
- Curreen Capital - ($GTX, $KTB, $MFGP, $BLD)
- Davis Financial Fund
- Davis Global Fund - ($JD, $AMAT)
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- Desert Lion Capital
- Diamond Hill Small Cap Fund
- East 72 Holdings - ($ECVTF, $DTLA, $FFXDF, $VULC, $PICO)
- Ensemble Fund - ($MA, $TIF)
- Evermore Global Value Fund
- Ewing Morris
- Fiduciary Management FMI Large Cap - ($HDS)
- Firebird Management - ($LNC, $GES)
- Focused Compounding Capital Management - ($NC, $CSVI, $TPHS, $KEWL, $MLP)
- Forager Fund
- FPA Crescent Fund
- FPA Capital Fund - ($AMBA, $NBL, $DAN, $IDCC)
- Gator Capital Management
- Greenhaven Road Capital - ($NTDOY, $CSSE, $KKR, $BXC, $APPS, $PAR, $SHSP, $GIGRT, $GIGWS)
- Greenlight Capital - ($NFLX, $TSLA, $CC)
- GreenWood Investors
- Goehring & Rozencwajg
- Hayden Capital - ($CACC)
- Heartland Mid Cap Value Fund
- Heartland Select Value Fund - ($SAFM, $MHK, $CVS)
- Heartland Value Fund - ($VST, $LNDC)
- Heartland Value Plus Fund
- Heller House Opportunity Fund - ($SHOP $WORK $ROKU)
- Horizon Kinetics
- Lightsail Capital Management
- Lindsell Train
- Long Cast Advisers - ($QRHC, $PSSR, $SIFY, $INS, $CTEK, $TBTC)
- Longleaf Partners Fund - ($CTL, $GOOG, $GOOGL, $CMCSA, $GE, $FDX, $FRFHF)
- Maran Capital Management - ($CLAR, $RCMT)
- Massif Capital - ($DO, $TOO, $EAF, $DE, $UNP, $CSX, $NCLH)
- Merion Road Capital - ($HXL, $IAA, $TRNS)
- Meson Capital
- Mittleman Brothers
- Nelson Roberts Investment Advisors - ($SIVB, $SCHW, $AKAM, $PFE, $DLR)
- Oakmark Global Select Fund - ($GOOG, $CHTR, $DDAIF, $APA)
- Old West Investment Management
- Palm Valley Capital Fund - ($CRD.B, $CRD/B, $GENC)
- Polen Capital - Focus Growth - ($ALGN, $IT, $MSCI)
- Polen Capital - Global Growth - ($ALGN, $ABT, $SGSOY)
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth - ($TREX, $FND, $LMAT, $FOXF, $OLLI, $TREE, $APPF, $ALTR)
- Polen Capital - International Small Company Growth
- Rangeley Capital - ($CHTR)
- RF Capital Management - ($FL, $GAPFF, $ZAGG, $GME, $GTX)
- RGA Investment Advisors
- RiverPark Large Growth Fund - ($GOOG, $BX, $AAPL, $NOC, $EQIX, $EXAS, $ALGN, $AMZN, $SDC, $ULTA, $TWLO)
- RMB Core Equity Fund
- Rockvue Capital - ($UAA, $FOX)
- Saber Capital Management
- Saga Partners - ($VSEC)
- Seven Canyons World Innovators
- Spree Capital - ($CFX, $CARS)
- SRK Capital
- Summers Value Fund - ($SLGD, $BSTC, $ELMD)
- Tao Value
- Third Avenue Real Estate Value Fund - ($CLNY, $GWW, $HNGKY)
- Third Avenue Small-Cap Value Fund - ($CTB, $SAFM)
- Third Avenue Value Fund
- Third Point Offshore Fund - ($ESLOY, $SNE)
- Tollymore Investment Partners - ($GRUB)
- Tweedy, Browne Fund - ($KRNTY, $FOX $FOXA, $TBABF, $BIDU)
- Upslope Capital Management - ($IT)
- Vilas Capital
- Vltava Fund - ($BRK.A, $BRK.B, $SBRCY, $BMWYY)
- Wedgewood Partners - ($CDW, BRK.B, $NVDA, $ULTA)
- Weitz Value Fund
- White Brook Capital - ($BOX, $GRPN)
- Worm Capital
- Alluvial Capital Management - ($SYCRF, $NUVR, $MMAC, $RAMPF, $CLWY, $CMLS, $FTR)
- Alphyn Capital Management
- Alta Fox Capital Management - ($PAYS, $KWS, $NTDOY)
- Andvari Associates - ($MLAB, $UPLD, $APPN, $BL, $WDAY, $TYL)
- Appleseed Fund - ($CRTO, $SINA)
- Ariel Funds - ($LAZ, $TAP, $MTSC)
- Arquitos Capital - ($SYTE, $MMAC)
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artko Capital - ($CCNI, $JYNT, $WFCW, $FLL, $NRCGW)
- Askeladden Capital - ($FC, $AER, $DLTH, $LGIH, $SFM, LQDT)
- Baron Growth Fund - ($CSGP, $MSCI, $IDXX, $SSNC, $BNFT, $IRDM, $FDS, $ACGL, $RRR, $TWOU, $CVET, $ADPT, $ALEC)
- Baron Focused Growth - ($CSGP, $FDS, $ACGL, $CHH, TSLA, $BNFT, $MANU)
- Baron Small Cap Fund - ($IDXX, $JBT, $SITE, $TTD, $BFAM, $GTT, $RRR, $CISN, $PRA, $CVET, $TREX)
- Bernzott Capital Advisors - ($CTLT, $GNRC, $BV, $CLDR, $SSTK, $MIK, $EPAM, $SNPS, $LOGM, $INOV, $CARB, $MINI)
- Bireme Capital
- Blue Hawk Investment Group - ($MTCH, $GRUB, $TRIP)
- Blue Tower Asset Management - ($CNR)
- Bonhoeffer Capital Management - ($TOO, $GTN)
- Brown Capital Management Small Company Fund
- BrownCapitalManagement Mid CompanyFund
- BrownCapitalManagement International Equity Fund
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund - ($DEST, $BXC, $PAR)
- Coho Capital - ($GDDY)
- Comus Investment
- Cooper Investors Global Equities Fund - ($FISV, $FRRVY, $FRRVF, $TTNDY)
- Curreen Capital - ($KTB)
- Desert Lion Capital
- East 72 Holdings - ($AFTPF, $ADS)
- Ensemble Fund - ($BR, $SBUX, $FAST, $FRC, $GOOG)
- Evermore Global Value Fund - ($DIS, $BORR, $STING)
- Ewing Morris
- Fiduciary Management FMI Large Cap
- Firebird Management - ($BV, $KSS)
- Focused Compounding Capital Management - ($NC, $CSVI)
- FPA Crescent Fund - ($ALGT, $XEC, $MKSI)
- FPA Capital Fund - ($ALGT, $XEC, $MKSI)
- Greenhaven Road Capital - ($KKR, $APPS, $PAR, $SHSP, $ETSY, $NTDOY)
- Greenlight Capital
- GreenWood Investors
- Hayden Capital - ($CMPR, $JD)
- Heartland Value Fund - ($RDN, $VST, $CALX)
- Lightsail Capital Management
- Long Cast Advisers - ($QRHC, $DAIO, $SIFY, $INS, $CTEK, $TBTC)
- Longleaf Partners Fund - ($CMCSA, $GE, $AMG, $CTL, $HCMLY\$HCMLF, $CHKGF, $CNHI, $FDX, $MAT, $CNX) - ($CBLLF, $DE)
- Maran Capital Management - ($CLAR, $WLK, $BXC, $SVIN, $BH)
- Mar Vista Investment Partners
- Massif Capital - ($CBLLF, $DE)
- Merion Road Capital - ($IAA, $KAR, $MHH)
- Mittleman Brothers
- MPE Capital
- Nelson Roberts Investment Advisors - ($ROP, $DLR, $PFE)
- Palm Valley Capital Fund - ($CRD.A\$CRD.B, $CWGL, $NGS, $WMK, $UG, PTVCA\PTVCB, $AE, $DOX, $SCHL, $GENC)
- Pershing Square Holdings
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- Polen Capital - International Small Company Growth
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth Fund - ($ADBE, $AMZN, $FIVE, $ISRG, $GOOG\$GOOGL, $FB, $AAPL, $BX, $EXAS, $MSFT, $DIS, $PANW, $TDC, $ADSK, $COG)
- Rockvue Capital - ($EAF, $TH, $UAA)
- RV Capital
- Saber Capital Management - ($FB, $WFC)
- Saga Partners - ($TTD, $LIMAF, $FB, $TRUP, $UA)
- Spree Capital - ($CVET, $BB, $QCOM)
- Stanphyl Capital Management - ($TSLA, $AVNW, $WSTL)
- Summers Value Fund - ($EGRX, $BSTC, $ELMD)
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund
- Third Avenue Value Fund
- Tollymore Investment Partners - ($BID)
- Upslope Capital Management - ($FLIR, $HGV, $COKE, $PACK)
- Vltava Fund - ($AN)
- Wedgewood Partners - ($ALC, $BRK.B, $SCHW, $CTSH, $EA, $MSI, $ODFL)
- Weitz Value Fund
1st Quarter 2019
- Alluvial Capital Management - ($NUVR, $LICT, $APTL, $IEHC, $HICKA)
- Alta Fox Capital Management - ($TPNL - $PAYS, $JYNT, $RMBL, $STKS). Full Pitch on $STKS)
- Andvari Associates - ($UPLD, $TLRA, $WDAY, $V, $MA, $TYL, $MKL)
- Appleseed Fund - ($SKM, $ERJ)
- Ariel Funds - ($AXE, $KMX, $ZBRA)
- Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
- Artko Capital - ($REPH, $NRCGW, $GAIA, $EEI, $LEAF)
- Baron Funds
- Baron Growth Fund - ($CSGP, $MSCI, $SSNC, $IRDM, $ANSS, $NEOG)
- Baron Focused Growth - ($CSGP, $FDS, $H, $IRDM, $GWRE, $TSLA, $BNFT, $CHH)
- Baron Small Cap Fund - ($TTD, $TDG, $FND, $GWRE, $HUD, $OEC, $PRTY, $BJRI, $CCC, $OSW, $CCX.U)
- Bernzott Capital Advisors - ($EPAM, $SSTK,$VRNT, $MIK, $QUOT, $MG, $BV)
- Bluehawk Investors - ($MTCH, $FND)
- Bireme Capital - ($AAPL, $BKNG)
- Brown Capital Management Small Company Fund
- BrownCapitalManagement Mid CompanyFund
- BrownCapitalManagement International Equity Fund
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund - ($RUBI, $USX)
- Compound Everyday Capital
- Comus Investment
- Cooper Investors Global Equities Fund - ($SHMZF, $APH, $FRRVY, $FRRVF, $DHR, BAM, $SAPIF)
- East 72 Holdings - ($ING, $MKL, $Y)
- Ensemble Fund - ($LSTR, $GOOG, $GOOGL)
- Evermore Global Value Fund - ($BDRBF, $KRA)
- Ewing Morris
- FPA Crescent Fund
- FPA Capital Fund
- Greenhaven Road Capital - ($PAR, $APPS, $KKR, $ETSY, $SHSP, $BOX, $EVI, $FCAU, $CSSE)
- Greenlight Capital
- GreenWood Investors
- Harding Loevner Global Small Cap Equities
- Harding Loevner Global Equities - ($KHC, $NSRGY, $LYFT, $WBC, $VRTX)
- Heartland Value Fund - ($BRY, $ARAY, $NWPX, $CCS, $FSLR)
- Hayden Capital - ($SE, $ZLPSF)
- Horan Capital Management - ($MTN, $ATVI, $BKNG, $AAPL, $THO, $TCEHY, $GOOG, $FB)
- Horizon Kinetics - ($K, $PEP, $NFLX, $AMZN, $TPL)
- JDP Capital Management - ($XPO, $TK, $SPOT)
- Laughing Water Capital
- Lightsail Capital Management - ($DRTTF)
- Long Cast Advisers - ($INS, $QRHC, $EVI, $CTEK)
- Longleaf Partners Fund - ($GE, $MAT, $WYNN, $CTL, $HCMLY, $CHKGF)
- Maran Capital Management
- Massif Capital
- Merion Road Capital - ($FCPT, $SLGG)
- Midwood Capital Partners - ($NXST, $DRTTF, $RCM, $LMB, $REPH)
- Miller Value Partners
- Nelson Roberts Investment Advisors - ($HD)
- Platinum Asset Management
- Pershing Square Holdings - ($ADP, $QSR, $LOW, $SBUX, $HLT, $UTX, $HHC, $FNMA, $FMCC)
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- Polen Capital - International Small Company Growth
- RGA Investment Advisors - ($GRUB)
- Saber Capital Management - ($AAPL. $FB, $TCEHY)
- Saga Partners - ($TRUP)
- Spree Capital - ($ROKU, $FTDR, $EBAY, $ALRM, $ZAYO)
- Summers Value Fund - ($EGRX, $CVET, $SLGD, $ELAN, $KHTRF)
- Templeton and Phillips Capital Management - ($FFXDF, $HDB)
- Tollymore Investment Partners - ($TRIP, $SE)
- Third Avenue Real Estate Value Fund - ($INTU.L, $NWHM, $JBGS)
- Third Avenue Small-Cap Value Fund - ($AGX)
- Third Avenue Value Fund - ($HCC, $TDW, $EXP, $MHK)
- Upslope Capital Management - ($ATR, $YETI, $BLD)
- WCM Global Growth
- Weitz Investment - An Introduction to CarMax, Inc. - $KMX
4th Quarter 2018
- Alta Fox Capital Management - ($TPNL)
- Alluvial Capital Management - ($NUVR, $MMAC, $RAMPF, $AMNF)
- Andvari Associates - ($MA, $TYL)
- Ariel Funds - ($ATGE, $AMG, $KN)
- Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
- Artko Capital - ($JYNT, $SMED, $AFCN, $USAT, $PRIXQ, $SPAR)
- Baron Funds
- Bernzott Capital Advisors - ($HRC, $TRS, $CLH, $SSTK, $CMP, $CTLT, $EPAY, $MEDP, $ELY, $MIK, $MG, $SRCL)
- Choice Equities Fund - ($RUBI, $DEST, $UA, $CMG)
- Comus Investment
- Cooper Investors Global Equities Fund - ($BAM, $PTC, $SIRI, $PYPL, $HEI)
- East 72 Holdings - ($AER, $EXXRF, $VIRT)
- Ensemble Fund - ($SCHW, $ST)
- Evans and Partners International Fund - ($SKFOF, $RELX, $MMM, $GOOG, $V, $ADDYY, $AON)
- FPA Capital Fund - Annual Report
- FPA Crescent Fund
- Fundsmith Equity Funds - ($PM, $FB, $SBUX, $MSFT) - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
- Goodwood Funds - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
- Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $KKR, $YELP, $BOX)
- Greenlight Capital
- GreenWood Investors
- Hayden Capital - ($MPNGF, $CVNA, $JD)
- Heartland Value Fund - ($CCS, $NWPX, $ARAY)
- Lightsail Capital management - ($DRTTF)
- Mittleman Brothers
- MPE Capital
- Nelson Roberts Investment Advisors - ($ZTS)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($ROKU, $CGNX)
- RV Capital
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LGIH, $FB)
- Sebids Capital
- Third Avenue Real Estate Value Fund - ($DLN.L, $WY, $ZION, $PNC Warrants)
- Third Avenue Small-Cap Value Fund - ($CUBI, $MYRG, $ATNI)
- Third Avenue Value Fund - ($DWDP, $DDAIF, $ANFGF)
- Tollymore Investment Partners - ($UHAL, $GYM.LN, $ITEGY, $TRIP, $TRUP)
- Upslope Capital Management - ($EVR, $BLD, $JE.LN, $DLTR, $KWR, $YETI, $MKTX, $TSLA)
- WCM Global
- Weitz Investment
- Wiedower Capital - ($TRUP, $JD, $ISDR)
- Willow Oak Select Fund - ($BEL)
3rd Quarter 2018
- Alta Fox Capital Management - ($XPEL, $TPNL, $UWN)
- Alluvial Capital Management - ($NUVR, $LICT, $OTEL, $MMAC, $CTRA, $BXC, $RAMPF)
- Artko Capital - ($TWNKW, $RSSS)
- Baron Funds
- Bernzott Capital Advisors - ($EPAY, $ELY, $SSTK, $MIK, $PLOW, $GNTX, $OI, $APAM, $QUOT)
- Choice Equities Fund - ($LAWS, $BECN, $BXC, $YELP, $DEST)
- Comus Investment
- Cooper Investors Global Equities Fund - ($FTV, $FERGY, $CCF, $ROP, $FRC, $AMADY, $CMCSA, $SIRI, $AON)
- Ensemble Fund - ($TRUP, $BKNG)
- Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $TRIP, $YELP, $EVI, $BOX)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $TRIP, $TI)
- Hayden Capital - ($MKL, $JD)
- Heartland Value Fund - ($TLRY, $BRY, $SRCI, $AXAS, $CCS)
- Longleaf Partners Fund - ($CTL, $BEL, $OCINF)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($PYPL, $WBA)
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
- Third Avenue Real Estate Value Fund - ($BKG.L, $JBGS, $CHKGF)
- Third Avenue Small-Cap Value Fund - ($ATNI, $ASIX, $MYRG)
- Third Avenue Value Fund - ($TDW, $CHKGF, $BZZFF, $DB)
- Upslope Capital Management - ($CWH, $TSLA, $MKTX)
2nd Quarter 2018
- Alta Fox Capital Management - (T$PNL, $XPLT)
- Alluvial Capital Management - ($SYCRF, $SCOO, $NUVR, $MMAC)
- Andvari Associates - ($TTD, $APPN, $TCEHY, $MKTX, $GOOG)
- Ariel Funds - ($LAKE, $TISI, $TGNA)
- Artko Capital - ($EEI, $ROSEW/ROSEU, $WFCF, $FRD)
- Baron Funds
- Bernzott Capital Advisors - ($EPAY, $ELY, $KN, $OI, $APAM, $CNK, $PLOW, $MIK, $CSOD, $EXLS)
- Bonhoeffer Capital Management - ($KT)
- Choice Equities Fund - ($CMG, $REED, $BECN)
- Comus Investment
- Cooper Investors Global Equities Fund - ($SAPIF, $TTNDY, $MKSI, $CMCSA, $PNR, $CIGI, $BAX, $SPGI)
- East 72 Holdings - ($ECVTF, $UCPLF, $ELFIF)
- Ensemble Fund - ($LB, $PBH)
- FPA Capital Fund
- Gator Capital Management - ($AMP)
- Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $YELP, $CSSE)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $TI)
- Heartland Value Fund - ($CCS)
- Laughing Water Capital - ($EZPW, $FCAU, $CDMO, $CWH, $RMNI/$RMNIW)
- Maran Capital Management - ($BH, $CLAR, $SVIN, $LOV)
- MPE Capital
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($EQIX)
- RV Capital - (AddLife, PSG Group)
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
- Third Avenue Real Estate Value Fund - ($FPH, $LEN)
- Third Avenue Small-Cap Value Fund - ($ATNI, $SAFM)
- Third Avenue Value Fund - ($HCTPF, $KKWFF, $BCAUY, $HA
- Wiedower Capital - ($JD)
1st Quarter 2018
- Alluvial Capital Management - ($SYCRF, $OTEL, $LICT, $MMAC $BXC)
- Arquitos Capital Management - ($SYTE, $WEDXF)
- Artko Capital - ($HTM, $GAIA, $HDSN, $SKY)
- Ariel Funds - ($KEYS, $MHK, $OAK)
- Bernzott Capital Advisors - ($MINI, $ELY, $EPAY, $CMP, $MIK, $MG)
- Bonhoeffer Capital Management - ($TI, $TOO)
- Comus Investment
- Cooper Investors Global Equities Fund - ($SPGI, $CME, $CMCSA, $SPB)
- Dane Capital Management - ($DSKE, $IEA, $LAZY, $LMB, $YTRA, $EVI)
- Ensemble Fund - ($NFLX, $DNOW)
- FPA Capital Fund - ($WDC, $TEN, $ALGT)
- FPA Crescent Fund
- Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $BXC)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $RYCEY, $VIVHY)
- Laughing Water Capital - ($BXC, $OCN, $TRC, $GHL, $ITI, $GAIA)
- Longleaf Partners
- Maran Capital Management - ($BH, $CLAR, $SVIN, $IAC, $ATTO)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($DIS, $RAMP)
- RiverPark Large Growth Fund
- RiverPark Focused Value Fund
- Saga Partners - ($ESI, $LILAK)
- Third Avenue Real Estate Value Fund - ($AKR, $SRG)
- Third Avenue Small-Cap Value Fund - ($FRPH, $WEDXF. $SMHI)
- Third Avenue Value Fund - ($BDRLF, $KKWFF, $BMWYY)
- Vulcan Value Partners