Tuesday, August 6, 2024

Full Lists of Investment Letters


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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Fund Name Date Stocks Mentioned
St. James Investment Company 10/05/2024
Middle Coast Investing10/06/2024ATKR APOG ABM BOOM OMAB DALN ATRO
Vltava Fund10/06/2024BN
Palm Valley Capital Fund10/12/2024TBI RGP DOX WHGLY HELE
Akre Focus Fund10/12/2024
Frontaura Global Frontier Fund LLC 10/12/2024
Leaven Partners10/12/2024
Cove Street Capital10/12/2024OUT CLMB RDVT
Aristotle - International Equity ADR10/12/2024DEO
Aristotle - Global Equity10/12/2024BN MCHP RTOKY TCNRF MONOF
Aristotle - Value Equity10/12/2024MCHP BN VZ AIG MONOF
Headwaters Capital10/12/2024ASGTF
Madison Dividend Income Fund10/15/2024HON
Madison Investors Fund10/15/2024KEYS
Madison Mid Cap Fund10/15/2024GGG LAG ABG
Madison Small Cap Fund10/15/2024
Madison Sustainable Equity Fund10/15/2024
Fiduciary Management Inc.10/18/2024ARW BRK.B IFJPY
Claret Asset Management10/19/2024
Distillate Capital10/19/2024
Cooper Investors Global Equity Fund (Hedged)10/19/2024TKO
Cooper Investors Global Equity Fund (Unhedged)10/19/2024TKO
Patient Capital Management10/19/2024QXO PLAY BABA EXPE KOS SDRL PGEN
Blue Tower Asset Management10/19/2024WCC
Vulcan Value Partners10/19/2024
East72 Dynasty Trust10/19/2024HAL.AS BOIVF
Right Tail Capital10/20/2024CDW NSIT
Upslope Capital Management1/00/1900CME CMPO MHVYF
Third Avenue International Real Estate Value Fund10/20/2024
Third Avenue Real Estate Value Fund10/20/2024
Third Avenue Small-Cap Value Fund10/20/2024SD PBF
Third Avenue Value Fund10/20/2024FUJHF
Conestoga Capital Advisors, LLC10/20/2024MAMA COCO
Upslope Capital Management10/20/2024CME CMPO MHVYF
LVS Advisory10/26/2024MEDP
Firebird U.S. Value Fund10/26/2024TRV AIZ RCM FTI SNBR
Hoisington Investment Management10/26/2024
Pzena Investment Management10/26/2024
White Falcon Capital Management10/26/2024DAVA EPAM
The Ithaka Group10/26/2024NOW MA BX DXCM ELF ASML
Giverny Capital Asset Management10/26/2024MEDP
Wedgewood Partners Large Cap Focused Growth10/27/2024MSI
Diamond Hill Small Cap Fund10/27/2024NSP PESI IGIC PAL
Gehlen Bräutigam Capital GmbH11/01/2024
Praetorian Capital 11/01/2024AMRK JOE SII
Sohra Peak Capital Partners11/01/2024MAD.AX APR.WA DNP.WA KITW.L DURCF
Greystone Capital Management11/01/2024LEFUF
O'Keefe Stevens11/01/2024EAF FPH BGC SWX
SouthernSun Small Cap11/01/2024LPX BOOT USPH NGVT
SouthernSun SMID Cap11/01/2024APG GNRC
Curreen Capital11/01/2024AAP EHAB
Choice Equities Fund11/03/2024OEC MGNI PAR CZR GENI HAIN
Plural Investing11/03/2024SEG WOSGF TRRVF
Parnassus Growth Equity Fund11/03/2024
Palm Harbour Capital11/03/2024MDIA3.SA
Donville Kent Asset Management11/03/2024BYDGF MTYFF EHMEF VHIBF CRFQF ETOLF PRLPF
Cedar Creek Partners11/03/2024PCHM CZBS SODI ENDI ROYTL PROM
Alluvial Capital Management11/03/2024ZEG.L BAHN-B.ST NLOP MCB.L FTLF TLN
Greystone Capital Management11/03/2024LEFUF
Third Point Offshore Fund11/03/2024DSDVF CNK
The London Company - Large Cap11/04/2024CB TEL
The London Company - Mid Cap11/04/2024
The London Company - Small Cap11/04/2024
The London Company - Small-Mid Cap11/04/2024
Heartland Mid Cap Value Fund11/04/2024RHI SNN DG
Heartland Value Fund11/04/2024ALEX OR NGD
Heartland Value Plus Fund11/04/2024GTES HAYW
Whitebrook Capital Partners 11/04/2024AFYA GPRE BLDR
Merion Road Capital11/04/2024FCTP CURB UBAB



2nd Quarter 2024
Fund Name Date Stocks Mentioned
Vltava Fund7/07/2024OSBGF
St. James Investment Company 7/07/2024
Frontaura Global Frontier Fund LLC 7/07/2024
Middle Coast Investing7/13/2024LULU ATRO SJM GOGO
Palm Valley Capital Fund7/13/2024RGP DOX KELYA TBI CRI
Akre Focus Fund7/13/2024
Manole Capital Management7/13/2024
Leaven Partners7/13/2024
Headwaters Capital7/13/2024CLMB
Cove Street Capital7/14/2024AAP CLVT RDVT
Right Tail Capital7/14/2024
Alphyn Capital Management7/14/2024PROSY GOOG FRFHF KKR AMZN EXXRF KMX TRVVF
Aristotle - Value Equity7/14/2024AWK
Aristotle - International Equity ADR7/14/2024RHHBY
Gehlen Bräutigam Capital GmbH7/14/2024WOSGF
Madison Dividend Income Fund7/20/2024
Madison Investors Fund7/20/2024SBUX DE
Madison Mid Cap Fund7/20/2024TDY
Madison Small Cap Fund7/20/2024TDY
Madison Sustainable Equity Fund7/20/2024
Distillate Capital7/20/2024
Claret Asset Management7/30/2024
Cooper Investors Global Equity Fund (Hedged)7/30/2024TSM GOOG RELX GEHC RTO
The Ithaka Group7/31/2024
White Falcon Capital Management7/31/2024ATZAF RTO
Vulcan Value Partners7/31/2024PLNT QRVO KMX
Blue Tower Asset Management7/31/2024CGEO.L
Pzena Investment Management7/31/2024
Upslope Capital Management7/31/2024TDY DSFIY WIPKF
Miller Deep Value7/31/2024GCI NBR GTN UNFI
Carillon Eagle Mid Cap Growth Fund7/31/2024
Carillon Eagle Small Cap Growth Fund7/31/2024
Praetorian Capital 8/01/2024TDW VAL JOE AMRK SII
Patient Capital Management8/01/2024ILMN BIIB RPRX EVRI CVS COIN MAT
Hoisington Investment Management8/04/2024
Cedar Creek Partners8/04/2024FIEB ENDI SODI PCHM PROM ROYTL CZBS
LVS Advisory8/04/2024TLN
Choice Equities Fund8/04/2024HEES OEC PAR MGNI
The London Company - Large Cap8/04/2024TEL
The London Company - Mid Cap8/04/2024TPX
The London Company - Small Cap8/04/2024GTES DV
The London Company - Small-Mid Cap8/04/2024BRKR QLYS
Ace River Capital8/04/2024RICK VOXR HZO
Palm Harbour Capital8/05/2024PPA.AT
SouthernSun Small Cap8/06/2024BOOT DY DAR USPH
SouthernSun SMID Cap8/06/2024BOOT DY DAR USPH
Diamond Hill Small Cap Fund8/06/2024MGY THR ASTH
Fiduciary Management Inc.8/06/2024HSIC DGX RYAAY
Merion Road Capital8/06/2024VCTR LAKE
Laughing Water Capital8/06/2024CTLP XPOF APG CDMO LMB NN LFCR THRY
Plural Investing8/06/2024WOSGF
Third Avenue International Real Estate Value Fund8/06/2024
Third Avenue Real Estate Value Fund8/06/2024
Third Avenue Small-Cap Value Fund8/06/2024
Third Avenue Value Fund8/06/2024
Wedgewood Partners Large Cap Focused Growth8/18/2024AAPL
Sohra Peak Capital Partners8/18/2024
Fairlight Alpha Fund LP8/24/2024BTQNF
Conestoga Capital Advisors, LLC8/24/2024ULS MSA SPXC AGYS ERII UTI
Greystone Capital Management8/24/2024SYZLF BELFB APG LMB MFCSF
Curreen Capital8/24/2024SOLV DYNDF EHAB VFC
Baron FinTech Fund8/24/2024KKR APO
Baron Asset Fund8/25/2024X.AI VMC
Baron Discovery Fund8/25/2024INSP PCOR EXAS TEM INTG
Crestcat Capital8/25/2024
Mar Vista Focus Fund8/25/2024GOOG MSFT NKE DIS CRM AVGO
Mar Vista Global Equity Fund8/25/2024GOOG ORCL SRT.DE DIS CRM AVGO LIN
Mar Vista Strategic Growth Fund8/25/2024GOOG APH NKE DIS CRM AVGO META SBUX
180 Degree Capital Corp.8/25/2024
Alluvial Capital Management8/25/2024NLOP MCBRF TLN UBAB SENEA SUMXF HRBR
1 Main Capital Partners8/25/2024BNED
Long Cast Advisers 8/25/2024MTRX RSSS
Miller/Howard Investments8/25/2024
Third Point Offshore Fund8/25/2024AAPL CPAY ICE
Andvari Associates8/26/2024AJG MTD ORLY PM POOL UNH ZTS
Giverny Capital Asset Management8/26/2024FIVE ERFSF KMX
O'Keefe Stevens8/26/2024BABA PRGO
Baron Emerging Markets Fund8/30/2024
Baron Fifth Avenue Growth Fund8/30/2024
River Oaks Capital8/30/2024TRUX BEBE CZBS MFCSF BOC RRRUF FTLF NICK
LFRC GLXZ BFCC CRMT GFP
Weitz Large Cap Equity Fund8/31/2024
Weitz Multy Cap Equity Fund8/31/2024
Weitz Partners III Opportunity Fund8/31/2024
Greenhaven Road Capital8/31/2024PAR ALTG HGTY CLBT BUR KKR
Donville Kent Asset Management9/02/2024CRFQF CPHRF VHIBF
Voss Capital9/02/2024PRKS
Ensemble Fund9/02/2024ADI ILMN CMG VEEV
Silver Beach Capital9/06/2024BUR
Hayden Capital9/06/2024APP PDD
Rowan Street Capital9/07/2024META SPOT TTD TOITF SHOP
Atai Capital Management9/07/2024ALOT EG7.ST
Baron Growth Fund9/07/2024
Baron Health Care Fund9/07/2024TEM GKOS THC
Horizon Kinetics9/07/2024
RiverPark Large Growth9/15/2024
RiverPark Long/Short Opportunity Fund9/15/2024
RiverPark/Wedgewood Fund9/15/2024AAPL
Fundsmith Equity Fund9/15/2024
Baron Opportunity Fund9/15/2024AAPL AVGO IOT
Baron Partners Fund9/15/2024
Baron Real Estate Fund9/15/2024EQR AVB
Baron Small Cap Fund9/15/2024IBTA LOAR
Massif Capital9/15/2024ENVX ENR.DE
Maran Capital Management9/15/2024HKHC TPB
Bonhoeffer Capital Management9/15/2024BVHMF BLDR ABG TIGO FFBB
Kinsman Oak Equity Fund9/15/2024
Goehring & Rozencwajg9/15/2024
Emeth Value Capital9/15/2024BTDPY
Bonsai Partners10/05/2024UI
Saltlight Capital 10/05/2024SE BN
RGA Investment Advisors10/05/2024PLAY MTN



1st Quarter 2024
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Fund Name Date Stocks Mentioned
Palm Valley Capital Fund4/13/2024NWN
East72 Dynasty Trust4/13/2024SIETY
Artisan Mid Cap Fund4/13/2024DASH GDDY VRT XYL NVR EFX
Artisan Focus Fund4/13/2024
Frontaura Global Frontier Fund LLC 4/13/2024
St. James Investment Company 4/13/2024
Vltava Fund4/13/2024
Leaven Partners4/13/2024LSF
Fiduciary Management Inc.4/13/2024SCHW WEGRY
Headwaters Capital4/13/2024CLMB
Whitebrook Capital Partners 4/14/2024PETQ
Heartland Mid Cap Value Fund4/14/2024DCI HSY PRGO
Heartland Value Fund4/14/2024GTLS BWXT
Heartland Value Plus Fund4/14/2024MHK KMT
Cove Street Capital4/14/2024PKE TBRG RDVT
Andvari Associates4/17/2024KPGHF CSGP
Merion Road Capital4/17/2024CLH BSET
Madison Dividend Income Fund4/17/2024XOM
Madison Investors Fund4/17/2024
Madison Mid Cap Fund4/17/2024CFR BAM
Madison Small Cap Fund4/17/2024MWA HCP
Madison Sustainable Equity Fund4/17/2024
Bernzott Capital Advisors4/19/2024PCH
Distillate Capital4/19/2024
Old West Capital Management4/19/2024FIL.TO LUNMF AFMJF MLXEF ADMLF
Claret Asset Management4/19/2024
Patient Capital Management4/19/2024NVDA BIIB META C EXPE PTON SOFI
Gehlen Bräutigam Capital GmbH4/19/2024MAB.LN TPFG.LN BLV.LN GYM.LN IWB.IM
Ace River Capital4/19/2024RICK VOXR
Cooper Investors Global Equity Fund (Hedged)4/19/2024CME AER
Baron Health Care Fund4/19/2024IRTC ACLX RGEN
Baron Real Estate Fund4/19/2024VMC AMT HLT
The Ithaka Group4/21/2024NVDA AMZN MSFT LULU ADBE AAPL
Wedgewood Partners Large Cap Focused Growth4/21/2024CDW CPRT BKNG POOL SPGI V PYPL
Akre Focus Fund4/21/2024
Ensemble Fund4/21/2024RACE IEX
Vulcan Value Partners4/21/2024
White Falcon Capital Management4/21/2024DAVA LFCR FNV CTS
Giverny Capital Asset Management4/21/2024
Hoisington Investment Management4/21/2024
Pzena Investment Management4/21/2024
Blue Tower Asset Management4/21/2024SCHW BERY
SouternSun Small Cap4/27/2024DY BOOT MBUU MGPI
SouternSun SMID Cap4/27/2024DY BOOT MGPI SAM
Diamond Hill Small Cap Fund4/27/2024
Carillon Eagle Mid Cap Growth Fund4/27/2024
Carillon Eagle Small Cap Growth Fund4/27/2024
Praetorian Capital 4/27/2024JOE AMRK
Right Tail Capital4/27/2024BYDGF
LVS Advisory4/27/2024BAH CACI
Upslope Capital Management4/27/2024BYCBF HSY
Alluvial Capital Management4/27/2024PX MCB.LN SHOT.SW NLOP GTX MRC HMM-A FTLF
Laughing Water Capital4/28/2024LFCR CDMO NN PAR TACT THRY
Miller Deep Value4/28/2024TPC GTN FOSL LNC
Miller Income Fund4/28/2024STLA JXN MPW BKE
Choice Equities Fund4/28/2024CROX SHAK PAR HEES
The London Company - Large Cap4/28/2024APD
The London Company - Small Cap4/28/2024CERT
The London Company - Small-Mid Cap4/28/2024TTC
Fairlight Alpha Fund LP5/11/2024CYVIZ.OL
Weitz Large Cap Equity Fund5/11/2024
Weitz Multy Cap Equity Fund5/11/2024
Weitz Partners III Opportunity Fund5/11/2024
Plural Investing5/11/2024TRRVF CURN
Plural Investing5/11/2024TRRVF CURN
Polen Capital - Emerging Markets Growth5/11/2024
Polen Capital - Focus Growth5/11/2024
Polen Capital - Global Growth5/11/2024
Polen Capital - Global SMID Company Growth5/11/2024
Polen Capital - International Growth5/11/2024
Polen Capital - U.S. Small Company Growth5/11/2024
Polen Capital - U.S. SMID Company Growth 5/11/2024
Maran Capital Management5/11/2024APG CLAR CTTOF VTY.L
Rowan Street Capital5/11/2024CMG TTD
Atai Capital Management5/11/2024TPB
Miller/Howard Investments5/13/2024
Bronte Capital5/13/2024HIBB GOOG
Baron Asset Fund5/13/2024PCOR SPOT
Baron Discovery Fund5/13/2024MASI INTA ALGM CDNA
Cedar Creek Partners5/13/2024ENDI SODI PCHM PROM IQV ROYTL CZBS
Long Cast Advisers 5/13/2024PESI CCRD RELL
O'Keefe Stevens5/26/2024EAF BGC
Baron FinTech Fund5/26/2024INTA
Baron Emerging Markets Fund5/26/2024TME KB FTGGY
Baron Fifth Avenue Growth Fund5/26/2024CPNG
Greystone Capital Management5/26/2024IVFH NNBR
Harding Loevner Emerging Markets Equity5/26/2024
Harding Loevner Global Equity5/26/2024SAP
Harding Loevner Global Small Companies5/26/2024
Saltlight Capital 5/26/2024TCEHY PROSY TCP.JO BLU.JO
180 Degree Capital Corp.5/27/2024PBPB SNCR QBTS QMCO LTRX AREN SCOR
Donville Kent Asset Management5/27/2024TNTLF CTSDF VHIBF CRFQF
Conestoga Capital Advisors, LLC5/27/2024
Horizon Kinetics5/27/2024
Curreen Capital5/27/2024VFC
Greenlight Capital6/12/2024CEIX PENN HPQ ROIV LBTYA
Greenhaven Road Capital6/12/2024PAR CLBT KKR BUR IWG LPX ALTG
Silver Beach Capital6/12/2024WSC CROX DNTCF C
Appleseed Fund6/12/2024
Horos Funds6/12/2024
Alphyn Capital Management6/12/2024KKR FFXXF EXXRF AMZN ESAB LBRDA CCOI DSGR KFS
Voss Capital6/12/2024ALTG PAR RCM SWI RTO GENI SLCA IMXI
Massif Capital6/12/2024OCINF
Bonhoeffer Capital Management6/12/2024ARW
Third Point Offshore Fund6/14/2024VST LDNXF GOOG TSM AAP
Ariel Trust Funds6/14/2024BIO FAF GSK INTC REZI STLA
RGA Investment Advisors6/14/2024MRVI SUVPF
Moon Capital6/15/2024BTI
Mar Vista Focus Fund6/15/2024DHR
Mar Vista Global Equity Fund6/15/2024
Mar Vista Strategic Growth Fund6/15/2024EFX
Parnassus Growth Equity Fund6/15/2024
Third Avenue International Real Estate Value Fund6/15/2024
Third Avenue Real Estate Value Fund6/15/2024
Third Avenue Small-Cap Value Fund6/15/2024
Third Avenue Value Fund6/15/2024BKRIF NBRIY
RiverPark Long/Short Opportunity Fund6/16/2024NVDA META DIS SNAP APPL FIVN
RiverPark Large Growth6/16/2024NVDA META DIS UBER SNAP APPL FIVNNKE ADBE
Palm Harbour Capital6/16/2024IGT
Sohra Peak Capital Partners6/16/2024DUR.AX KIT.L
Baron Growth Fund6/16/2024
Silver Ring Value Partners6/16/2024PHIN WBD



4th Quarter 2023
Fund Name Date Stocks Mentioned
St. James Investment Company 1/10/2024
East72 Dynasty Trust1/10/2024ELFIF
Palm Valley Capital Fund1/10/2024MNRO WLY
Vltava Fund1/10/2024ANCTF ABG BRK-B BUR CVS
Fiduciary Management Inc.1/10/2024BJ CARR DEO
Akre Focus Fund1/10/2024
Heartland Mid Cap Value Fund1/10/2024NTRS CNC CABO
Heartland Value Fund1/10/2024UGI WOW CGAU
Heartland Value Plus Fund1/10/2024
Right Tail Capital1/10/2024
Ace River Capital1/10/2024VOXR
Leaven Partners1/15/2024
Cove Street Capital1/15/2024LFCR HNGR CJREF SSP LTRPA DLHC OUT AVD VSAT
Oakmark Fund1/15/2024
Oakmark Global Fund1/15/2024A KR RHHVF
Oakmark Global Select Fund1/15/2024COF BAYRY RHHVF
Oakmark International Fund1/15/2024RYAAY WRDLY
Oakmark International Small Cap Fund1/15/2024KNCRY VLMTY LNXSF
Oakmark Select Fund1/15/2024AXP PAYC PSX
Sohra Peak Capital Partners1/17/2024
Upslope Capital Management1/17/2024CMGMY NVT NNWWF INTC
Smead International Value Fund1/17/2024
Smead Value Fund1/17/2024
Distillate Capital1/17/2024
Pzena Investment Management1/17/2024
Hoisington Investment Management1/17/2024
Ensemble Fund1/17/2024NFLX
Baron Health Care Fund1/20/2024SYK IMVT BSX SGRY
Baron Real Estate Fund1/20/2024AMT EQR CZR
Madison Dividend Income Fund1/20/2024
Madison Investors Fund1/20/2024
Madison Mid Cap Fund1/20/2024
Madison Small Cap Fund1/20/2024MC LZ CHRD
Madison Sustainable Equity Fund1/20/2024
Miller Deep Value1/20/2024WAL NBR GCI
Miller Income Fund1/20/2024WAL BKE JXN RILY OGN MED
Atai Capital Management1/20/2024ALOT
Comus Investments1/20/2024
Cooper Investors Global Equity Fund (Hedged)1/20/2024GEHC
Cooper Investors Global Equity Fund (Unhedged)1/20/2024
Merion Road Capital1/20/2024SUM UNTC NAPA
Bernzott Capital Advisors1/27/2024
White Falcon Capital Management1/27/2024NU
O'Keefe Stevens1/27/2024FPH AER EAF
Carillon Eagle Mid Cap Growth Fund1/27/2024
Carillon Eagle Small Cap Growth Fund1/27/2024
Praetorian Capital 1/27/2024
Weitz Partners III Opportunity Fund1/27/2024
Weitz Multy Cap Equity Fund1/27/2024
Weitz Large Cap Equity Fund1/27/2024
Curreen Capital1/27/2024
Rowan Street Capital1/27/2024ADYEY META SPOT TTD TOITF
Parnassus Growth Equity Fund1/28/2024
McIntyre Partnerships1/28/2024GTX SHC
Legacy Ridge Capital Management1/28/2024VST
Moon Capital1/28/2024MBIN
Wedgewood Partners Large Cap Focused Growth1/28/2024META GOOG AAPL TSM
Smoak Capital1/28/2024FTLF HMM-A GWOX
Old West Capital Management1/28/2024UHAL
Palm Harbour Capital1/28/2024SLVYY
Mairs & Power Growth Fund1/28/2024
Mairs & Power Small Cap Fund1/28/2024
The Ithaka Group1/28/2024
Greenlight Capital1/28/2024ALIT VTRS
Horizon Kinetics1/28/2024
Cedar Creek Partners1/28/2024PCHM SODI PDRX CZBS ROYTL UBAB SKAS
Claret Asset Management1/28/2024
Third Avenue International Real Estate Value Fund1/28/2024
Third Avenue Real Estate Value Fund1/28/2024
Third Avenue Small-Cap Value Fund1/28/2024COLL
Third Avenue Value Fund1/28/2024BMWYY BOMFX
Laughing Water Capital1/28/2024NN APG LFCR LMB THRY CDMO HGV
Vulcan Value Partners1/28/2024
Whitebrook Capital Partners 1/28/2024BLDR MOS GPRE RILY
Patient Capital Management1/28/2024CROX RPRX ILMN SDRL EXPE COIN MAT GOOSKOS
Alluvial Capital Management1/28/2024NLOP FTLF CRAWA MRC LCIT SENEA
Giverny Capital Asset Management2/02/2024ALGN IBP ASHTY
Diamond Hill Small Cap Fund2/02/2024MAMA CMT
Emeth Value Capital2/02/2024DRVN
Fairlight Alpha Fund LP2/02/2024MCCRF
Choice Equities Fund2/02/2024BXC PAR
Appleseed Fund2/02/2024DG WCC GNK
Blue Tower Asset Management2/02/2024
The London Company - Large Cap2/02/2024
The London Company - Mid Cap2/02/2024KEYS
The London Company - Small Cap2/02/2024PLUS RVLV
The London Company - Small-Mid Cap2/02/2024DAVA
Gehlen Bräutigam Capital GmbH2/02/2024BIJ.DE
Plural Investing2/04/2024KD XPEL
FPA Crescent Fund2/04/2024META GOOG FE
GreenWood Investors2/04/2024NXE BOIVF PDD RTO CTTOF MEIP FINMY
RF Capital Management2/04/2024
Greystone Capital Management2/04/2024THRY FC SYZLF BELFB LMB CURN APG
Harding Loevner Emerging Markets Equity2/04/2024BDWBY
Harding Loevner Global Equity2/04/2024NOW VERX
Harding Loevner Global Small Companies2/04/2024
Harding Loevner International Equity2/04/2024
Harding Loevner International Small Companies Equity2/04/2024
Baron Asset Fund2/04/2024BIRK
Baron Discovery Fund2/04/2024AAON
NZS Capital2/04/2024
Polen Capital - Emerging Markets Growth2/16/2024
Polen Capital - Focus Growth2/16/2024
Polen Capital - Global Growth2/16/2024
Polen Capital - Global SMID Company Growth2/16/2024NVO ABT EL ALGN NSRGY
Polen Capital - International Growth2/16/2024MDT TEP.FP HDB TMNSF
Polen Capital - U.S. Small Company Growth2/16/2024CNM MEDP GNRC LGIH MODG BWMN
Polen Capital - U.S. SMID Company Growth 2/16/2024MEDP CNM POOL TECH GNRC MKTX
SouternSun Small Cap2/16/2024LOB DY BDC SAM
SouternSun SMID Cap2/16/2024DY AWI BDC SAM FND
Greenhaven Road Capital2/16/2024PAR KKR CLBT APG BUR IWG
Crestcat Capital2/16/2024
Conestoga Capital Advisors, LLC2/16/2024CCCS MSA IRMD
Bonhoeffer Capital Management2/18/2024VTY.L ABG ASHTY UBAB FFBB NBN BLDR
River Oaks Capital2/18/2024MFCSF CZBS BFCC MFBP NICK BOC LRFC FTLF GLXZ
SRK Capital2/18/2024ISSC VASO HGBL SGMA
Silver Ring Value Partners2/18/2024BCKIF AIMFF OI QRTEA
Third Point Offshore Fund2/18/2024
Tweedy Browne2/18/2024
LVS Advisory2/18/2024CLMT
Baron Emerging Markets Fund2/18/2024PDD KAYNES.IN
Baron Fifth Avenue Growth Fund2/18/2024SQ
Headwaters Capital2/18/2024IPAR
Long Cast Advisers 2/18/2024MTRX CCRD QRHC
Miller/Howard Investments3/01/2024
Bronte Capital3/01/2024HIBB
Semper Augustus3/02/2024
Aristotle - Core Equity3/02/2024LLY VRTX
Aristotle - Focus Growth3/02/2024
Aristotle - International Equity ADR3/02/2024
Aristotle - Large Cap Growth3/02/2024DDOG
Aristotle - Small Cap Equity3/02/2024NOG
Aristotle - Small/Mid Cap Equity3/02/2024NOG LKQ
Aristotle - Value Equity3/02/2024TDY USB
Manole Capital Management3/02/2024
Silver Beach Capital3/02/2024BN ET
MCJ Capital Partners3/02/2024
Maran Capital Management3/02/2024CLAR SLGD
Saltlight Capital 3/02/2024META APP
Goehring & Rozencwajg3/02/2024



3rd Quarter 2023
Fund Name Date Stocks Mentioned
East72 Dynasty Trust10/19/2023VIRT
Cove Street Capital10/19/2023MGM SSP LFCR ECVT HNRG CNX DLHC AMSWA
Vltava Fund10/19/2023ELV
Comus Investments10/19/2023
LVS Advisory10/19/2023SENEA
Coho Relative Value Equity10/20/2023
Rowan Street Capital10/20/2023META
Heartland Mid Cap Value Fund10/20/2023FAF NOV SPB
Heartland Value Fund10/20/2023MHK NFG STC
Heartland Value Plus Fund10/20/2023CRI
Myrmikan Research10/20/2023
Fiduciary Management Inc.10/20/2023VVV SYY CCEP
Leaven Partners10/20/2023
St. James Investment Company 10/20/2023
The Ithaka Group10/20/2023
Right Tail Capital10/20/2023FERG CNSWF
Laughing Water Capital10/20/2023CDMO THRY HGV LFCR
Curreen Capital10/20/2023
Akre Focus Fund10/20/2023
Gehlen Bräutigam Capital GmbH10/20/2023ANIM.IM EG7.SW MAB1.LN PHLL.L
Old West Capital Management10/21/2023ADMLF
Merion Road Capital10/21/2023SUM DSGR KLG
Wedgewood Partners Large Cap Focused Growth10/21/2023ORLY
Claret Asset Management10/21/2023
Ace River Capital10/21/2023RICK DSHK HZO
Madison Dividend Income Fund10/21/2023
Madison Investors Fund10/21/2023TXN A
Madison Mid Cap Fund10/21/2023DLTR
Madison Small Cap Fund10/21/2023FROG HAYW
Madison Sustainable Equity Fund10/21/2023TXN
Palm Valley Capital Fund10/21/2023LSDAF MLR CRD-A AAP TBI AVA FPI SSRM
Upslope Capital Management10/21/2023BALL
Manole Capital Management10/21/2023PYPL
Patient Capital Management10/21/2023C EXPE
Smead International Value Fund10/21/2023
Smead Value Fund10/21/2023
Vulcan Value Partners10/21/2023DEO MAR TXN UNH
Oakmark Fund10/22/2023CNC CSCO CTVA CVS DHRPSX
Oakmark Global Fund10/22/2023CHTR STJPF ORCL BC CSCO
Oakmark Global Select Fund10/22/2023CHTR CNHI GOOGL CS
Oakmark International Fund10/22/2023FSNUY WWLNF IITSF BNZL.L
Oakmark International Small Cap Fund10/22/2023SCHA.NOSTJPF KNCRF NENTF 8919 ICP.L FLRAF
Oakmark Select Fund10/22/2023IQV
Frontaura Global Frontier Fund LLC 10/22/2023
Aristotle - Core Equity10/22/2023ORCL META
Aristotle - Focus Growth10/22/2023ADBE META
Aristotle - International Equity ADR10/22/2023
Aristotle - Large Cap Growth10/22/2023ADBE META
Aristotle - Small Cap Equity10/22/2023PTEN TKO
Aristotle - Small/Mid Cap Equity10/22/2023PTEN TKO
Aristotle - Value Equity10/22/2023AMGN PSX XYL MCHP
L1 Capital Long Short Fund10/22/2023
Cooper Investors CI Australian Equities Fund10/22/2023
Cooper Investors Global Equity Fund (Hedged)10/22/2023
Cooper Investors Global Equity Fund (Unhedged)10/22/2023
Third Avenue International Real Estate Value Fund10/22/2023
Third Avenue Real Estate Value Fund10/22/2023
Third Avenue Small-Cap Value Fund10/22/2023LXU
Third Avenue Value Fund10/22/2023
Carillon Eagle Mid Cap Growth Fund10/22/2023
Carillon Eagle Small Cap Growth Fund10/22/2023
White Falcon Capital Management10/22/2023ROVR
Miller/Howard Investments10/22/2023
Plural Investing10/22/2023CURN DRTGF
Cedar Creek Partners10/23/2023PROM PCHM ROYTL SODI CZBS
Miller Deep Value10/23/2023NBR CHS AXL GTN BFH FOSL
Miller Income Strategy10/23/2023T CHS JXN WAL MPW OGN MED
Alta Fox Capital Management11/03/2023FCFS
Choice Equities Fund11/03/2023MGNI CROX SHAK
Tidefall Capital Management11/03/2023
Appleseed Fund11/03/2023DG WCC GNK
Baron Asset Fund11/03/2023ONON
Baron Discovery Fund11/03/2023S LLYVA EWCZ TXG
Ensemble Fund11/03/2023ADI MA
Silver Beach Capital11/03/2023DNTCF FNF C
Whitebrook Capital Partners 11/03/2023
Fairlight Alpha Fund LP11/03/2023CZBS MFBP EC
Polen Capital - Focus Growth11/04/2023LLY NVO
Polen Capital - Global Growth11/04/2023MSCI NVO
Polen Capital - International Growth11/04/2023NVO
Polen Capital - U.S. Small Company Growth11/04/2023CWAN XPEL EXLS
Polen Capital - Global SMID Company Growth11/04/2023TSYHF MORN PGNY DOCS CCCS XPEL
Polen Capital - U.S. SMID Company Growth 11/04/2023CWAN
Hoisington Investment Management11/04/2023
Pzena Investment Management11/04/2023
Bronte Capital11/04/2023REGN SRPT
Giverny Capital Asset Management11/04/2023CIEN SSNC SCHW ASHTF FI FERG
Alluvial Capital Management11/05/2023MCEM TLNE HMM-A SENEA FTLF PX
Diamond Hill Small Cap Fund11/05/2023PRGS DCO MLR
L1 International Capital Fund11/05/2023BKNG INTU NRP
The London Company - Large Cap11/05/2023GOOG ALB MLM NSC
The London Company - Mid Cap11/05/2023LII ODFL DLTR ENTG FIS
The London Company - Small Cap11/05/2023TPX QLYS NEU ENOV LANC NGVT
The London Company - Small-Mid Cap11/05/2023BR LW CHDN LANC MTN WAT ZBRA
Weitz Partners III Opportunity Fund11/05/2023
Weitz Multy Cap Equity Fund11/05/2023
Weitz Large Cap Equity Fund11/05/2023MCHP EFX
Praetorian Capital 11/05/2023
Blue Tower Asset Management11/05/2023
Alger Spectra Fund11/05/2023VRT SLB GFL MSFT TMDX
Headwaters Capital11/10/2023ABCM INSP
Long Cast Advisers 11/10/2023PDEX SOTK RSSS
Baron Emerging Markets Fund11/10/2023MAHMF NU
Baron Fifth Avenue Growth Fund11/10/2023CPNG
Donville Kent Asset Management11/10/2023RTMNF CTSDF RDCPF
Conestoga Capital Advisors, LLC11/10/2023CSWI DH
Mairs & Power Growth Fund11/12/2023
Mairs & Power Small Cap Fund11/12/2023
MCJ Capital Partners11/12/2023CNSWF RDCPF JDG.L KSIOF
Greystone Capital Management11/12/2023BELFB MFCSF SENEA
Horos Funds11/12/2023CKNHF DALXF ONEXF
Horizon Kinetics11/12/2023
Alger Mid Cap Focus Fund11/12/2023CELH VRTV SPLK DXCM NOVT SHOP
FPA Crescent Fund11/16/2023
FPA Queens Road Small Cap Value Fund11/16/2023FN IDCC DECK AEL MTZ UNFI SFBS CNXC LTHM
FPA Queens Road Value Fund11/16/2023
FPA Source Capital11/16/2023OTEX AVGO
SouternSun Small Cap11/16/2023SAM MUSA DY DAR
SouternSun SMID Cap11/16/2023




2nd Quarter 2023
Fund Name Date Stocks Mentioned
East72 Dynasty Trust7/07/2023BOIVF
Alphyn Capital Management7/07/2023CCOI AMZN AHT.L
Comus Investments7/07/2023
St. James Investment Company 7/07/2023
Vltava Fund7/07/2023STLA
Palm Valley Capital Fund7/10/2023AAP TBI LSDAF
Old West Capital Management7/13/2023SMRT
Rowan Street Capital7/13/2023
Fiduciary Management Inc.7/13/2023RHI CDW RHHNY
Akre Focus Fund7/13/2023
Madison Investors Fund7/13/2023ANTM
Heartland Mid Cap Value Fund7/13/2023HAS SRCL CNC
Heartland Value Fund7/13/2023MHK BHE HCSG
Heartland Value Plus Fund7/13/2023HCSG
Myrmikan Research7/13/2023
Distillate Capital7/13/2023
Right Tail Capital7/13/2023NVR
Cove Street Capital7/14/2023SNEX DCO SCWX LTRPA LFCR IAC GLDD MPAA
Oakmark Fund7/14/2023BAX CSL CE FCNCA IQV
Oakmark Global Fund7/14/2023CRBG DHR IQV
Oakmark Global Select Fund7/14/2023GOOG BABA COP DHR
Oakmark International Fund7/14/2023BMWYY BABA BMRI.JK RCRUY
Oakmark International Small Cap Fund7/14/2023OSP2.DENENTF AHEXY SPNS
Oakmark Select Fund7/14/2023COP
Atai Capital Management7/14/2023ALOT BELFB ATVI
Madison Dividend Income Fund7/14/2023UPS
Madison Mid Cap Fund7/14/2023WAT
Madison Small Cap Fund7/14/2023CNM
Madison Sustainable Equity Fund7/14/2023
White Falcon Capital Management7/14/2023NU AMD AMZN TECK EPAM
Pzena Investment Management7/14/2023
Silver Beach Capital7/14/2023ABG PLYA GOOGL
Smead International Value Fund7/16/2023
Smead Value Fund7/16/2023
Merion Road Capital7/16/2023EDR DSGR
1 Main Capital Partners7/19/2023BSFFF DNTL.TO IWG KKR LMB
LVS Advisory7/19/2023GOGO IBKR
Ace River Capital7/19/2023DSHK
Claret Asset Management7/19/2023
Wedgewood Partners Large Cap Focused Growth7/19/2023AAPL
Bernzott Capital Advisors7/19/2023GDEN ENOV COOP PLXS
Upslope Capital Management7/19/2023GRMN JPXGY
Frontaura Global Frontier Fund LLC 7/20/2023QUINENCO.SN
The Ithaka Group7/20/2023NVDA AMZN MSFT PODD MELI PYPL
Baron Health Care Fund7/20/2023BSX VEEV EXAS LEGN ACLX
Baron Real Estate Fund7/20/2023EQIX DLR IBP
Whitebrook Capital Partners 7/20/2023U
O'Keefe Stevens7/20/2023SPHR BOWL
Coho Relative Value Equity7/20/2023CVS DG USB
Gehlen Bräutigam Capital GmbH7/20/2023
Leaven Partners7/22/2023
Baron Asset Fund7/22/2023MORN BAH
Cooper Investors CI Australian Equities Fund7/22/2023WOR.AX AZJ.AX IFT.AX EBO.NZ
Cooper Investors Global Equity Fund (Hedged)7/22/2023ULTA CDW
Cooper Investors Global Equity Fund (Unhedged)7/22/2023
Tidefall Capital Management7/22/2023FHN
Moon Capital7/22/2023FHN CNQ
Alluvial Capital Management7/22/2023LTKBF PLPC MCHB
Cedar Creek Partners7/22/2023PROM ROYTL CZBS MFBP SODI
Mindset Value Wellness Fund7/22/2023GFUSF
Hoisington Investment Management7/22/2023
Miller Deep Value7/24/2023GCI NBR QUAD WAL GTN
Miller Income Strategy7/24/2023RILY OMF MPW JXN VALE OGN
L1 Capital Long Short Fund7/24/2023
Blue Tower Asset Management7/24/2023
L1 International Capital Fund7/24/2023UNH
Deep Sail Capital7/26/2023RCMT
Aristotle - Core Equity7/26/2023SNPSNFLX
Aristotle - Focus Growth7/26/2023NFLX SPGI
Aristotle - International Equity ADR7/26/2023
Aristotle - Large Cap Growth7/26/2023NFLX SPGI
Aristotle - Small Cap Equity7/26/2023GXO CRNC
Aristotle - Small/Mid Cap Equity7/26/2023GXO POOL
Aristotle - Value Equity7/26/2023ATVI
Third Avenue International Real Estate Value Fund7/26/2023SWRBY SVAUF BOWFF
Third Avenue Real Estate Value Fund7/26/2023SUIJLL
Third Avenue Small-Cap Value Fund7/26/2023
Third Avenue Value Fund7/26/2023HRIBF
Silver Ring Value Partners7/26/2023
Ensemble Fund7/26/2023GOOG NOW
Diamond Hill Small Cap Fund7/26/2023UFPT CALM ASH
Carillon Eagle Mid Cap Growth Fund7/26/2023
Carillon Eagle Small Cap Growth Fund7/26/2023
The London Company - Large Cap7/27/2023RSG ALB
The London Company - Mid Cap7/27/2023ENTG VMC LII UNF SWKS CINF
The London Company - Small Cap7/27/2023MATX MUSA ENOV NGVT AUB CTS CABO CWST MRTN
The London Company - Small-Mid Cap7/27/2023ENTG TREX DECK THG UNF ST
Weitz Partners III Opportunity Fund7/27/2023PRM CCRD LBTYK
Weitz Partners Value Fund7/27/2023
Weitz Value Fund7/27/2023CHTR
Laughing Water Capital7/27/2023APG CDMO HGV LFCR THRY BVHMF ENZ
Headwaters Capital7/27/2023TMDX NSIT
Choice Equities Fund7/28/2023MGNI STGW PLCE
Conestoga Capital Advisors, LLC7/28/2023FSS PL
Legacy Ridge Capital Management7/29/2023ETRN
Artisan Developing World Fund7/29/2023
Artisan Focus Fund7/29/2023
Artisan Global Discovery Fund7/29/2023BJ DIM:FP 603605:CH
Artisan International Value Fund7/29/2023
Artisan Mid Cap Fund7/29/2023KEY RBLX FWONK
Artisan Small Cap Fund7/29/2023DUOL SPXC SMAR
Artisan Value Fund7/29/2023
SouternSun Small Cap7/29/2023DY USPH NGVT DORM UNVR BOOT
SouternSun SMID Cap7/29/2023DY TREX NGVT USPH MGPI
Fairlight Alpha Fund LP7/29/2023OPRA INT.ST
Curreen Capital7/29/2023
MCJ Capital Partners8/02/2023
Horizon Kinetics8/02/2023MIAX
Miller/Howard Investments8/02/2023
Praetorian Capital 8/02/2023
Polen Capital - Focus Growth8/02/2023NVDA WDAY PYPL
Polen Capital - Global Growth8/02/2023NVDA WDAY GLOB
Polen Capital - International Growth8/02/2023
Polen Capital - U.S. Small Company Growth8/02/2023LESL ALIT SITM
Polen Capital - Global SMID Company Growth8/02/2023ALIT MKL SFTTF TMRAF
Polen Capital - U.S. SMID Company Growth 8/02/2023ALIT SITM MORN
Boyar Value Group8/02/2023
Maran Capital Management8/02/2023APG CDRE CLAR CTTOF BVHMF
Broyhill Asset Management8/02/2023SCHW NTDOY PYPL
Immersion Investments8/02/2023MPAA BSFFF FC IDT PBPB
Third Point Offshore Fund8/03/2023DHR
Mairs & Power Growth Fund8/03/2023
Mairs & Power Small Cap Fund8/03/2023
Baron Discovery Fund8/03/2023RGEN STVN DH
Donville Kent Asset Management8/07/2023RTMAF TCX SANG HMDPF DE.V
Baron Fifth Avenue Growth Fund8/07/2023
Baron FinTech Fund8/07/2023NU
Vulcan Value Partners8/07/2023
Rondure Global8/07/2023
Argosy Investors8/10/2023DAVA ZROZ
Greenhaven Road Capital8/10/2023HGTY LFCR SPHR BNED APPS BUR CLBT PAR
Gator Capital Management8/10/2023OSBC HIFS
VGI Partners Global Investments8/10/2023CME AMZN GEHC DBOEY LNSTY DSFIR.AS
Crestcat Capital8/10/2023
Greenlight Capital8/15/2023NPWR ONEXF
Saltlight Capital 8/15/2023NVDA LRCX ASML APP
Giverny Capital Asset Management8/15/2023
Baron Opportunity Fund8/15/2023WWE MBLY RIVN
180 Degree Capital Corp.8/16/2023SNCR AREN SCOR IVAC PRBM CVGI QBTS PBPB
Sohra Peak Capital Partners9/08/2023




1st Quarter 2023
Fund Name Date Stocks Mentioned
East72 Dynasty Trust4/03/2023BAIN.PA VWAGY
St. James Investment Company 4/06/2023
Comus Investments4/06/20231023.HK
Palm Valley Capital Fund4/06/2023CRD-A CRD-B MLR GENC
Boyar Value Group4/07/2023
Vltava Fund4/07/2023JFBHF
Leaven Partners4/08/2023
Richie Capital Group4/11/2023PERI FIX MSCI AMT ATEN AMT
LRT Capital4/11/2023
Myrmikan Research4/11/2023
Fiduciary Management Inc.4/11/2023UNH FBIN BKNG
Gehlen Bräutigam Capital GmbH4/12/2023BSFFF GYYMF 0OPA.L SEIGY SKB.DE HLFFF KSB.DE
Rowan Street Capital4/13/2023META TTD
Akre Focus Fund4/13/2023
LVS Advisory4/13/2023ABMD-CVR NFLX BJ JYNT GOGO
Heartland Mid Cap Value Fund4/13/2023CNC INGR IBKR TDC
Heartland Value Fund4/13/2023FIBK CGAU NSA
Heartland Value Plus Fund4/13/2023AVNS
Ace River Capital4/13/2023RICK HZO
Oakmark Fund4/13/2023KR TFC
Oakmark Global Fund4/13/2023AIG CGEMY COF COP ICE NVST
Oakmark Global Select Fund4/13/2023GOOG AIG GOOG
Oakmark International Fund4/13/2023CON.DE GLCNF ERFSF BNTGF
Oakmark International Small Cap Fund4/13/2023TMVWY OSP2.DE CIGI KSANF MEDX.SW
Oakmark Select Fund4/13/2023SCHW
Cove Street Capital4/13/2023LFCR CMP SSP NUVA HNRG LGF.B CLMB GLDD
Artisan Developing World Fund4/14/2023SE
Frontaura Global Frontier Fund LLC 4/14/2023
Right Tail Capital4/14/2023LAD
Madison Dividend Income Fund4/14/2023UPS
Madison Investors Fund4/14/2023GOOG USB SCHW
Madison Mid Cap Fund4/14/2023
Madison Small Cap Fund4/14/2023GOOG
Madison Sustainable Equity Fund4/14/2023LLY DHR ORCL
1 Main Capital Partners4/14/2023DNTL LMB
Atai Capital Management4/14/2023ALOT ATVI CABO
The Ithaka Group4/14/2023NVDA CRM MSFT ISRG SNOW DXCM
Wedgewood Partners Large Cap Focused Growth4/14/2023FRC TPL UNH SPGI META AAPL TSM GOOG
Distillate Capital4/14/2023
Blue Tower Asset Management4/17/2023SCHW
Smead International Value Fund4/18/2023
Smead Value Fund4/18/2023
Upslope Capital Management4/18/2023FTT.TO
Cooper Investors Global Equity Fund (Hedged)4/18/2023BKNG
Cooper Investors Global Equity Fund (Unhedged)4/18/2023BKNG
Bernzott Capital Advisors4/19/2023GVA ATSG TCBI HLMN PTEN
Old West Capital Management4/19/2023AFM BG WLDBF
Merion Road Capital4/19/2023MWA WCC RFIL
Miller Income Strategy4/19/2023HDELY MSTR JXN VNA.DE MPW VTRS
Miller Deep Value4/19/2023MHO NBR GCI
Polen Capital - Global Growth4/19/2023ALGN MSFT SAP ABT AMZN TMO MA
Polen Capital - Global SMID Company Growth4/19/2023GSHD DAVA ALGN
Polen Capital - International Growth4/19/2023TLPFY
Polen Capital - International Small Company Growth4/19/2023FQVTF CMPUY KXSCF SVPLF MYTE DAVA JDG.L
Polen Capital - U.S. Small Company Growth4/19/2023AZTA WRBY BMBL ALIT DCGO
Polen Capital - U.S. SMID Company Growth4/19/2023TTD ETSY WRBY ALGN MPWR
Miller Opportunity Equity4/19/2023UBS EXPE
Whitebrook Capital Partners 4/20/2023GPRE RILY KAR MOS AFYA
Ensemble Fund4/20/2023FRC BKNG RACE CMG NVR GOOG
O'Keefe Stevens4/20/2023
Baron Real Estate Fund4/20/2023CBRE BN BX RRRARE
Baron Discovery Fund4/20/2023SITM DKNG CERT
Carillon Eagle Mid Cap Growth Fund4/20/2023
Carillon Eagle Small Cap Growth Fund4/20/2023
Praetorian Capital 4/21/2023JOE
Baron Health Care Fund4/21/2023RXDX COO WST DXCM EXAS
Aristotle - Core Equity4/21/2023EXPE ZTS
Aristotle - Focus Growth4/21/2023ON TSLA
Aristotle - International Equity ADR4/21/2023
Aristotle - Large Cap Growth4/21/2023ON ENPH GTLS BMRN TSLA
Aristotle - Small Cap Equity4/21/2023HASI
Aristotle - Small/Mid Cap Equity4/21/2023HASI TFX
Aristotle - Value Equity4/21/2023
Artisan Focus Fund4/22/2023
Artisan International Value Fund4/22/2023
Artisan Mid Cap Fund4/22/2023MKTX ROK BJ BSY AJG
Artisan Small Cap Fund4/22/2023CROX SAIA FOUR MKTX CWAN CDMO
Artisan Value Fund4/22/2023PNC USB BAX
L1 Capital Long Short Fund4/22/2023PDYPY NCMGY CSCCF BABA BLSFY QBIEY AAPL DOW.AX
Bronte Capital4/24/2023UBS FCNCA
Pzena Investment Management4/24/2023
Hoisington Investment Management4/24/2023
Alger Weatherbie Specialized Growth Fund4/24/2023FSV SPSC VERX CHGG MEG XMTR
Baron Asset Fund4/25/2023PWR RGEN
Baron Partners Fund4/25/2023
Polen Capital - Focus Growth4/25/2023CRM UNH NVDA AAPL GOOG ADBE AMZN
Artisan Global Discovery Fund4/25/2023WST CWAN NTOIY
L1 International Capital Fund4/25/2023
Alluvial Capital Management4/27/2023HPS-A.TO PX UD.MI EACO SKTP
Cedar Creek Partners4/27/2023PDRX BMTX CZBS MFBP SODI ROYTL
Weitz Partners III Opportunity Fund4/27/2023
Weitz Partners Value Fund4/27/2023
Weitz Value Fund4/27/2023
Giverny Capital Asset Management4/27/2023SCHW ANET META
Silver Beach Capital4/29/2023ECNCF UHAL ALLY FCNCA GRBK
RiverPark Large Growth4/29/2023LULU UNH META NVDA UBER AAPL SCHW RNG
RiverPark Long/Short Opportunity Fund4/29/2023LULU UNH META NVDA SHOP SCHW
Crestcat Capital4/29/2023SCHW
FPA Crescent Fund4/29/2023HCMLF
FPA Queens Road Small Cap Value Fund4/29/2023SFBS AX
FPA Queens Road Value Fund4/29/2023
FPA U.S. Core Equity Fund4/29/2023META
Alphyn Capital Management4/29/2023WANSF EXXRF FRFHF PROSF BUR ENOV KMX BAM
Diamond Hill Small Cap Fund4/29/2023SAMG
Curreen Capital4/29/2023
Baron Emerging Markets Fund4/29/2023000858.SZ PRNDY HINDUNILVR.NS TCS.NS 0L2T.L 051910.KS
Baron Opportunity Fund4/29/2023META MRVL DXCM GTLBTSLAAMZN INDI
Longleaf Partners Fund4/29/2023WBD GE MGM FDX PVH LUMN
Longleaf Partners Global Fund4/29/2023WBD GE TIGO FDX MGM LUMN
Longleaf Partners International Fund4/29/2023TIGO ACCYY
Longleaf Partners Small-Cap Fund4/29/2023OSCR H LUMN
The London Company - Large Cap4/30/2023CVX
The London Company - Mid Cap4/30/2023SWKS CPRT ENTG MTB UNF HAS CBRE
The London Company - Small Cap4/30/2023VNT AQUA TPX LVN MUSA WTM ENOV
The London Company - Small-Mid Cap4/30/2023CHDN LW ENTG MBI JKHY STOR MUSA
SouternSun Small Cap4/30/2023BCO TKR LOB DAR
SouternSun SMID Cap4/30/2023WSO BCO DAR WRK LPX
NZS Capital4/30/2023
Andvari Associates4/30/2023TYL
Alger Small Cap Focus Fund5/02/2023HSKA GWRE NTRA XMTR CWAN GTLB
Alger Spectra Fund5/02/2023AAPL MSFT NVDA LLY UNH ACHC
Third Avenue International Real Estate Value Fund5/09/2023
Third Avenue Real Estate Value Fund5/09/2023JLL CBRE SVS.L INGEF
Third Avenue Small-Cap Value Fund5/09/2023WEDXF FRPH MSGE BATRA
Third Avenue Value Fund5/09/2023CMA
Greystone Capital Management5/10/2023GFF BSFFF POL SYZLF
Horos Funds5/10/2023MG PSHZF EAT.WA
Arch Capital Fund5/10/2023HRBR
MCJ Capital Partners5/10/2023
Headwaters Capital5/10/2023FND EYE
Laughing Water Capital5/10/2023LFCR
Deep Sail Capital5/11/2023MELI LEAT
Nordstern Capital5/11/2023STNE ASTL ERJ
Ave Maria Funds5/11/2023
Baron Fifth Avenue Growth Fund5/15/2023TTD META TSLA NET
Rondure Global5/15/2023
Donville Kent Asset Management5/15/2023RTMNF TCX KUT.V GSY.TO CNSWF NVEI VHIBF
Vulcan Value Partners5/15/2023
Maran Capital Management5/15/2023DK RNGR
Silver Ring Value Partners5/15/2023OI GTXAP AIM.TO
Massif Capital5/15/2023LAC EQX
Saltlight Capital 5/19/2023
Kinsman Oak Equity Fund5/19/2023META
Voss Capital5/15/2023PLYA ASO ECNCF
Appleseed Fund5/15/2023MDT SWK SNV
Tweedy Browne5/19/2023
Long Cast Advisers 5/19/2023PESI MTRX
DMZ Partners5/19/2023
Palm Harbour Capital5/19/2023TKAGY
Horizon Kinetics5/19/2023PREKF TRC LAND AND.TO
Fairlight Alpha Fund LP5/19/2023MFBP CZBS OPRA
McIntyre Partnerships5/19/2023STHO MSGE SPHR
Sohra Peak Capital Partners5/19/2023DUR.AX
Greenhaven Road Capital5/19/2023PAR KKR CLBT APG BUR LFCR BNED
Gator Capital Management5/23/2023
RiverPark/Wedgewood Fund5/23/2023
Conestoga Capital Advisors, LLC5/23/2023DGII EXPO BSY PCOR
Ariel Trust Funds5/23/2023BIDU LESL MSGE SRCL
Bonsai Partners6/02/2023HWDJY
Harding Loevner Emerging Markets Equity6/02/2023KAKZF GLOB
Harding Loevner Global Equity6/02/2023ABBV NOC
Baron FinTech Fund6/02/2023IBKR APO
180 Degree Capital Corp.6/03/2023PBPB ALTG SNCR IVAC AREN QBTS
RGA Investment Advisors6/03/2023CTKB
Third Point Offshore Fund6/03/2023UBS GOOGL
Palm Capital6/03/2023GOOGL
Wedgewood Partners Focus SMID Cap6/03/2023JBHT LSTR SAIA
Baron Growth Fund6/12/2023CWAN DNUT
Baron Small Cap Fund6/12/2023CLVT
Harding Loevner Global Small Companies6/12/2023SNR.L PDX.ST
Harding Loevner International Equity6/12/2023HLN
Harding Loevner International Small Companies Equity6/12/2023SNR.L PDX.ST
Evermore Global Value Fund6/12/2023DHT
Goehring & Rozencwajg6/13/2023
Mairs & Power Growth Fund6/13/2023
Mairs & Power Small Cap Fund6/13/2023




4th Quarter 2022
Fund Name Date Stocks Mentioned
St. James Investment Company 1/13/2023
Vltava Fund1/16/2023ARW GOOG
Comus Investments1/16/2023
East72 Holdings1/16/2023MANU MFG.AX
Wedgewood Partners Large Cap Focused Growth1/16/2023EW META
Concentrated Compounding*1/16/2023CNSWF TDG AMZN GOOG FRC RADI CHTR
Palm Valley Capital Fund1/16/2023
Moon Capital1/16/2023GRBK DVA
Rowan Street Capital1/16/2023SPOT META
Novel Investor1/16/2023
Merion Road Capital1/16/2023FERG GOOG CPRT MWA WHG MHH UBAB
Fairlight Alpha Fund LP1/17/2023MFBP CZBS OPRA
Old West Capital Management1/17/2023AEM GOLD NG SA WDO.TO MAI.V
Greenlight Capital1/17/2023GRBK DNMR CEIX TECK THC
FMI All Cap Equity1/19/2023
FMI International Equity1/19/2023
FMI Large Cap Equity1/19/2023
FMI Small Cap Equity1/19/2023
Akre Focus Fund1/19/2023
Madison Dividend Income Fund1/19/2023CVX
Madison Investors Fund1/19/2023FERG
Madison Mid Cap Fund1/19/2023LBRDA CLVT
Madison Small Cap Fund1/19/2023HAIN SMG
L1 International Capital Fund1/19/2023AMZN
Heartland Mid Cap Value Fund1/20/2023EHC CABO UHAL RNR
Heartland Value Fund1/20/2023AJRD CCS SHYF PRMW
Heartland Value Plus Fund1/20/2023POWL
Miller/Howard Investments1/20/2023
Distillate Capital1/20/2023
Ensemble Fund1/20/2023MASI PAYX
Tidefall Capital Management1/20/2023FFXDF
LVS Advisory1/20/2023BJ BLK
Mar Vista Strategic Growth Fund1/20/2023
Smead Value Fund1/20/2023
Bernzott Capital Advisors1/20/2023
Hoisington Investment Management1/20/2023
Myrmikan Research1/20/2023
Third Avenue International Real Estate Value Fund1/20/2023
Third Avenue Real Estate Value Fund1/20/2023BAM UHAL
Third Avenue Small-Cap Value Fund1/20/2023
Third Avenue Value Fund1/20/2023
Whitebrook Capital Partners 1/23/2023GBX
Miller Income Strategy1/23/2023BKE HEI.DE VTRS RILY
Miller Opportunity Equity1/23/2023
Cove Street Capital1/23/2023LFCR IEHC LTRPA HRG CLMB VMD IAC
Upslope Capital Management1/23/2023ATS.TO BOKF GLT EMG.L
Tourlite Capital Management1/23/2023APG PRM VRRM
Blue Tower Asset Management1/24/2023
Cooper Investors Global Equity Fund (Hedged)1/26/2023HLN TKELY
Cooper Investors Global Equity Fund (Unhedged)1/26/2023
Giverny Capital Asset Management1/26/2023PGR META KMX COHR ERFSF FRC ANET GOOG
L1 Capital Long Short Fund1/26/2023
Baron Health Care Fund1/26/2023CI HCA ASND OPCH MRNA
Nordstern Capital1/27/2023
Baron Real Estate Fund1/27/2023TOL LEN FND SHW
Weitz Hickory Fund1/27/2023
Weitz Partners III Opportunity Fund1/27/2023
Weitz Partners Value Fund1/27/2023
Weitz Value Fund1/27/2023
Diamond Hill Small Cap Fund1/27/2023GHC FTAI GTES ODC
Alphyn Capital Management1/27/2023WANSF EXXRF FRFHF ALVO AMZN IAC BAM W
Cedar Creek Partners1/27/2023ROYTL MFBP CZBS PDRX MGAG
Carillon Eagle Mid Cap Growth Fund1/27/2023
Carillon Eagle Small Cap Growth Fund1/27/2023
1 Main Capital Partners1/27/2023APG
Miller Deep Value1/30/2023NBR QUAD TUP MHO
White Falcon Capital Management1/30/2023AMD
Oakmark Fund1/30/2023ADBE MGA
Oakmark Global Fund1/30/2023KKR STJ.L
Oakmark Global Select Fund1/30/2023HCA AMZN COF
Oakmark International Fund1/30/2023AKZOY SDVKY
Oakmark International Small Cap Fund1/30/2023KNCRY TOWR.JK
Oakmark Select Fund1/30/2023ORCL ICE
Wedgewood Partners Focus SMID Cap1/30/2023GIL SHOO
Praetorian Capital 1/30/2023JOE
McIntyre Partnerships1/31/2023SHC MSGE
Andvari Associates2/01/2023ADBE CNSWF CPRT CSGP DBRG MLAB SPGI TYL
Long Cast Advisers 2/01/2023ENVX RSSS
Curreen Capital2/01/2023ASAI.ST WIX.L
IP-Capital Partners2/01/2023CNSWF TMO
NZS Capital2/01/2023
Alger Spectra Fund2/01/2023NFLX ABBV TDG AMZN TSLA DDOG
VGI Partners Global Investments2/01/2023CME AMZN DBOEY CFRUY SAP DIS RNMBY
Gator Capital Management2/02/2023CG
Legacy Ridge Capital Management2/02/2023EPD NRG VST DCP SMLP
Maran Capital Management2/02/2023CLAR CTT.LS VTY.L
Worm Capital2/02/2023AMZN TSLA
Baron Asset Fund2/02/2023ICLR
Ave Maria Funds2/02/2023SITM NJDCY
Vulcan Value Partners2/02/2023
Polen Capital - Emerging Markets Growth2/02/2023
Polen Capital - Focus Growth2/02/2023TMO
Polen Capital - Global Growth2/02/2023TMO NOW EL
Polen Capital - Global SMID Company Growth2/02/2023
Polen Capital - International Growth2/02/2023HDB
Polen Capital - International Small Company Growth2/02/2023FSV TOI.V ERF.PA
Polen Capital - U.S. SMID Company Growth2/02/2023OLPX
Polen Capital - U.S. Small Company Growth2/02/2023SITM OLPX RHCCCS FSV
Alluvial Capital Management2/03/2023PX UD.MI APR.WA JOB RVIC FTLF SXP.TO
Sohra Peak Capital Partners2/03/2023
Longleaf Partners Fund2/03/2023CNX AMG GE CNHI LUMN IAC WBD
Longleaf Partners Global Fund2/03/2023
Longleaf Partners International Fund2/03/2023
Longleaf Partners Small-Cap Fund2/03/2023WTM WEST MSGS LUMN
RGA Investment Advisors2/03/2023
Arch Capital Fund2/03/2023
Frontaura Global Frontier Fund LLC 2/03/2023
Donville Kent Asset Management2/06/2023RET.V
RiverPark Large Growth2/06/2023DDOG
Alger Mid Cap Focus Fund2/06/2023PODD XPO COUP CRWD RXO GNRC
Saltlight Capital 2/06/2023RBLX BAM TCEHY BAT.JO
Greystone Capital Management2/06/2023GFF RICK BSFFF CURN IDT EDDRF POL
Lyrical Asset Management2/06/2023
Horos Funds2/07/2023PYPL BIDU ALD.PA
Pzena Investment Management2/07/2023
FPA Crescent Fund2/07/2023AIG AMZN
FPA Queens Road Small Cap Value Fund2/07/2023SJI RLI FN AEL
FPA U.S. Core Equity Fund2/07/2023AMZN DECK
Rondure Global2/09/2023
Choice Equities Fund2/09/2023CROX
Silver Ring Value Partners2/09/2023FRII.TO WINE.L
Bumbershoot Holdings2/09/2023
Alger Small Cap Focus Fund2/12/2023CHX INSP RXDX XMTR CYRX SWAV
Leaven Partners2/12/2023
Baron Opportunity Fund2/12/2023
Artisan Focus Fund2/12/2023
Greenhaven Road Capital2/12/2023PAR CLBT KKR ESTC APG PAT.DE CLAR
Third Point Offshore Fund2/13/2023AIG BBWI CL DD PCG
Mindset Value Fund2/13/2023HQI GLASF ARA.MX
Laughing Water Capital2/13/2023APG CDMO HGV THRY VTY.L LFCR
Crestcat Capital2/13/2023
Bonsai Partners2/16/2023FERG
Epoch Investment Partners2/16/2023
Artisan Global Discovery Fund2/16/2023MPWR 2734.T
Emeth Value Capital2/16/2023DESP
SRK Capital2/16/2023HROW PYCFF HGBL JOB
Baron FinTech Fund2/16/2023
Artko Capital2/17/2023CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
MCJ Capital Partners2/17/2023
Saga Partners2/17/2023RDFN CVNA
Bireme Capital2/21/2023RICK NFLX BOIVF
Baron Growth Fund2/21/2023MSCI
Baron Partners Fund2/21/2023
Headwaters Capital2/21/2023ICFI
Alger Weatherbie Specialized Growth Fund2/21/2023MEG PI CLB GDYN GKOS XMTR
Tweedy Browne2/22/2023
Baron Discovery Fund2/23/2023CDNA DH GTLS QLYS SMAR CYBR PAR
Baron Fifth Avenue Growth Fund2/23/2023
Baron Small Cap Fund2/23/2023NEOG GTLS
Semper Augustus2/24/2023
Artisan Mid Cap Fund2/24/2023BSY HALO SAIA
Artisan Small Cap Fund2/24/2023CTLT SIVB MKTX
Artisan International Value Fund2/24/2023
Artisan Value Fund2/24/2023
Massif Capital2/24/2023SMEGF ADMLF CTTZF IXRRF LAC
Nitor Capital2/26/2023
Right Tail Capital2/26/2023ROST
Ariel Trust Funds2/26/2023BOKF CG ZBRA
Richie Capital Group2/26/2023FICO PERI RELL
Bronte Capital2/26/2023HLF GMHLF
Aikya Funds2/26/2023PBLOF
RiverPark/Wedgewood Fund2/26/2023EW META
Mawer Mutual Funds2/26/2023
Davis Financial Fund.2/26/2023MKL RKT
Davis Global Fund2/26/2023PNGAY META OC
Davis International Fund2/26/2023PNGAY CPNG
Davis New York Venture Fund2/26/2023COF WFC BRK.B AMAT META
Davis Opportunity Fund2/26/2023COF WFC BRK.B AMAT META
Templeton & Phillips Capital Management2/27/2023
RV Capital2/27/2023
Deep Sail Capital3/01/2023LEAT
Plural Investing3/02/2023CURN DRTGF
Kinsman Oak Equity Fund3/03/2023
Evermore Global Value Fund3/03/2023INW.MI HOEGF CLMT AASZF
Voss Capital3/03/2023ALTG
Bonhoeffer Capital Management3/13/2023KT TIIAY SSP GTN TIGO BLDR NICE
Harding Loevner Emerging Markets Equity3/13/2023
Harding Loevner Global Equity3/13/2023
Harding Loevner Global Small Companies3/13/2023VAIAS.HE TMRAY 0QKB.L
Harding Loevner International Equity3/13/2023
Harding Loevner International Small Companies Equity3/13/2023
Appleseed Fund3/13/2023
Palm Harbour Capital3/16/2023LNA.PA
Fundsmith Equity Fund3/16/2023




3rd Quarter 2022
Fund Name Date Stocks Mentioned
St. James Investment Company 10/16/2022
Vltava Fund10/16/2022ATD.TO BRK-B BMW.DE CVS JPM LMT MKL
Comus Investments10/16/2022
Moon Capital10/16/2022ALLY
Cooper Investors Global Equity Fund (Hedged)10/16/2022
Cooper Investors Global Equity Fund (Unhedged)10/16/2022
Blue Tower Asset Management10/16/2022ENVA
East72 Holdings10/17/2022MSGS MANU
Palm Valley Capital Fund10/18/2022KELYA MAN SNN SRM CRDAWHGLY ODC
Smead International Value Fund10/18/2022
Smead Value Fund10/18/2022
RiverPark Large Growth10/18/2022FIVN BKNGINTU V WDAY
RiverPark Long/Short Opportunity Fund10/18/2022
Old West Capital Management10/18/2022FIL.TO FLMMF
Miller/Howard Investments10/18/2022
Andvari Associates10/18/2022
Giverny Capital Asset Management10/18/2022META KMX
Curreen Capital10/18/2022
L1 Capital Long Short Fund10/20/2022
L1 International Capital Fund10/20/2022
Baron Health Care Fund10/20/2022HUM ALNY DHR RGEN ISRG
Merion Road Capital10/20/2022GOOG SIX CRMT
Myrmikan Research10/20/2022
Akre Focus Fund10/20/2022
Ensemble Fund10/20/2022NVR SCHW
FMI All Cap Equity10/20/2022AVY FERG
FMI International Equity10/20/2022BME.L HWDN.L
FMI Large Cap Equity10/20/2022AVY FERG
FMI Small Cap Equity10/20/2022SSD G
Madison Dividend Income Fund10/20/2022MS
Madison Investors Fund10/20/2022ACGL ALC
Madison Mid Cap Fund10/20/2022MKSI ROST
Madison Small Cap Fund10/20/2022
Wedgewood Partners Large Cap Focused Growth10/20/2022GOOG
Third Avenue International Real Estate Value Fund10/20/2022
Third Avenue Real Estate Value Fund10/20/2022
Third Avenue Small-Cap Value Fund10/20/2022
Third Avenue Value Fund10/20/2022EZJ.L
Heartland Mid Cap Value Fund10/21/2022CEG SWKS AAP TCBI
Heartland Value Fund10/21/2022NOV PDCO TCBI
Heartland Value Plus Fund10/21/2022PLOW
Distillate Capital10/21/2022
Baron Asset Fund10/21/2022LPLA
Baron Real Estate Fund10/21/2022PLD NTST SBAC REXR POOL
Baron Discovery Fund10/21/2022TXRH SMAR CDNA NVTS SMRT
Alphyn Capital Management10/23/2022WAND.L AHT.L LBRDA FRFHF KMX IAC
Upslope Capital Management10/23/2022CACI BOMXF
Tidefall Capital Management10/25/2022FFH.TO
Alluvial Capital Management10/25/2022PX UD.MI BFCC UBAB CBOBA HRBR JOB
Carillon Eagle Mid Cap Growth Fund10/26/2022
Carillon Eagle Small Cap Growth Fund10/26/2022
Hoisington Investment Management10/26/2022
Polen - U.S. SMID Company Growth 10/26/2022EEFT BMBL
Polen Capital - Emerging Markets Growth10/26/2022
Polen Capital - Focus Growth10/26/2022NFLX ILMN
Polen Capital - Global Growth10/26/2022ADBE OR.PA
Polen Capital - Global SMID Company Growth10/26/2022
Polen Capital - International Growth10/26/2022KER.PA SAP EVO.ST
Polen Capital - International Small Company Growth10/26/2022
Polen Capital - U.S. Small Company Growth10/26/2022
Weitz Hickory Fund10/26/2022LBRDA CHTR
Weitz Partners III Opportunity Fund10/26/2022
Weitz Partners Value Fund10/26/2022
Weitz Value Fund10/26/2022
Baron Small Cap Fund11/01/2022CAKE GDYN CLVT
Baron Opportunity Fund11/01/2022MPWR SHOP NVDA NET INDI
NZS Capital11/01/2022
O'Keefe Stevens11/01/2022LAZ SRG
Rowan Street Capital11/01/2022
Greenlight Capital11/01/2022
Nordstern Capital11/01/2022
Whitebrook Capital11/01/2022BOX
Bernzott Capital Advisors11/08/2022CHRD EHC TCBI SRC
Longleaf Partners Fund11/08/2022
Longleaf Partners Global Fund11/08/2022
Longleaf Partners International Fund11/08/2022
Longleaf Partners Small-Cap Fund11/08/2022
Ave Maria Funds11/08/2022DBRG EDR.MC AMMO
Artisan Global Discovery Fund11/08/2022
Artisan International Value Fund11/08/2022
Artisan Mid Cap Fund11/08/2022UBER SHOP
Artisan Small Cap Fund11/08/2022CWAN MTSI IRTC ETSY
Artisan Value Fund11/08/2022
Artisan Focus Fund11/08/2022
RGA Investment Advisors11/08/2022AZTA BMY CTKB MXCT REGN
Long Cast Advisers 11/08/2022
Wedgewood Partners Focus SMID Cap11/08/2022LDOS TTC
Frontaura Global Frontier Fund LLC 11/08/2022
Canterbury Tollgate11/25/2022
Palm Capital11/25/2022
Cove Street Capital11/25/2022LGF.B ECVT GBLI WSTG CMP VSAT CARG
Miller Deep Value11/25/2022NBR GCI TPC
Miller Income Strategy11/25/2022ARLP CHK BKE OGN CC VTRS
Miller Opportunity Trust11/25/2022
Headwaters Capital11/25/2022UFPT
Bireme Capital11/25/2022RICK NFLX
Epoch Investment Partners11/25/2022
Arch Capital Fund11/25/2022ADSK
Vulcan Value Partners11/25/2022
Horos Funds11/25/2022
Choice Equities Fund11/25/2022WCC CROX OEC FARM
Oakmark Fund11/25/2022FBHS UBER WBD
Oakmark Global Fund11/25/2022WBD
Oakmark Global Select Fund11/25/2022
Oakmark International Fund11/25/2022
Oakmark International Small Cap Fund11/25/2022
Oakmark Select Fund11/25/2022KKRCRM WBD WFC
Horizon Kinetics11/25/2022
Baron FinTech Fund11/26/2022SCHW FDS
Baron Growth Fund11/26/2022
Baron Fifth Avenue Growth Fund11/26/2022TEAM TTD
Blue Hawk Investment Group 11/26/2022
Diamond Hill Small Cap Fund11/26/2022
Greystone Capital Management11/26/2022POL
Leaven Partners11/26/2022
Rondure Global11/26/2022
Greenhaven Road Capital11/26/2022PAR ESTC KKR CLBT APG HGTY
LVS Advisory11/28/2022
Andaz Private Investments11/28/2022
Alger Mid Cap Focus Fund11/28/2022CEG PCTY NTRA AVTR MRCY SGEN
Alger Small Cap Focus Fund11/28/2022RBC SWAV NTRA MRCY HSKA QDEL
Alger Spectra Fund11/28/2022
Alger Weatherbie Specialized Growth Fund11/28/2022PI AMRC SPSC CLB DRQ DH
Cedar Creek Partners11/28/2022BMTX CZBS MFBP BFCC
Donville Kent Asset Management11/28/2022
Ariel Trust Funds11/28/2022KMX GNRC SJM AD.AS
DMZ Partners11/28/2022




2nd Quarter 2022
Fund Name Date Stocks Mentioned
Andvari Associates7/09/2022ADBE
Comus Investments7/09/2022
St. James Investment Company 7/09/2022
Vltava Fund7/09/2022CVE
Palm Valley Capital Fund7/11/2022CRI ORI HOFT LSDAF NATH
Moon Capital7/11/2022META
East72 Holdings7/15/2022LBRDA UHAL
FMI All Cap Equity7/15/2022
FMI International Equity7/15/2022
FMI Large Cap Equity7/15/2022
FMI Small Cap Equity7/15/2022
Akre Focus Fund7/15/2022
Cooper Investors Global Equity Fund (Hedged)7/15/2022LNSTY
Cooper Investors Global Equity Fund (Unhedged)7/15/2022LNSTY
Wedgewood Partners Large Cap Focused Growth7/15/2022FRC POOL SBUX
Madison Dividend Income Fund7/15/2022
Madison Investors Fund7/15/2022
Madison Mid Cap Fund7/15/2022FND TTWO FWONA
Madison Small Cap Fund7/15/2022HAIN MODN
O'Keefe Stevens7/16/2022
Merion Road Capital7/16/2022GOOG WHG
Smead International Value Fund7/16/2022
Smead Value Fund7/16/2022
L1 Capital Long Short Fund7/16/2022CVE SHOP BLSFF CSCCF MALRF
L1 International Capital Fund7/16/2022GOOG AMZN BKNG EXP LPX GPK IQV
Blue Tower Asset Management7/16/2022
RiverPark Large Growth7/17/2022UBER RNG TWLO KKR NKE ADYEY
RiverPark Long/Short Opportunity Fund7/17/2022AMZN BX GOOG META
NZS Capital7/17/2022
Worm Capital7/17/2022TSLA SPOT
Old West Capital Management7/20/2022LMT
Distillate Capital7/20/2022
Heartland Mid Cap Value Fund7/20/2022COLD FIBK SNA G THO
Heartland Value Fund7/20/2022CSV STKL DINO NWPX CECE
Heartland Value Plus Fund7/20/2022POWL
Curreen Capital7/20/2022
Alphyn Capital Management7/20/2022PROSY BUR CRSS EXXRF W AMZN
Miller/Howard Investments7/20/2022
Nordstern Capital7/20/2022ARCH ERJ IPMLF EVVTY STNE
Baron Health Care Fund7/20/2022BMY VRTX NVO ILMN
Third Avenue International Real Estate Value Fund7/21/2022INGEF VESTF
Third Avenue Real Estate Value Fund7/21/2022DHI CBRE
Third Avenue Small-Cap Value Fund7/21/2022SUPN CCF
Third Avenue Value Fund7/21/2022THYCF AJMPF SCPPF
Whitebrook Capital7/21/2022ITRI AFYA
Rowan Street Capital7/21/2022SPOT META PTON
Baron Discovery Fund7/22/2022GWRE ASGN CDAY GTLB ESTA
Baron Real Estate Fund7/21/2022AVB SITE FBHS DLR BX
Ensemble Fund7/22/2022ILMN NOW MASI NFLX NVR FAF HD
Bernzott Capital Advisors7/22/2022CADE HHC TRNO
Upslope Capital Management7/22/2022BALL
Carillon Eagle Mid Cap Growth Fund7/23/2022
Carillon Eagle Small Cap Growth Fund7/23/2022
Hoisington Investment Management7/23/2022
Horizon Kinetics7/23/2022WPM ATUSF ATRWF CME PREKF
Oakmark Fund7/23/2022DIS ETSY MAS ORCL PH
Oakmark Global Fund7/23/2022
Oakmark Global Select Fund7/23/2022PROSY GOOG AMZN
Oakmark International Fund7/23/2022PROSY CS PPRUY
Oakmark International Small Cap Fund7/23/2022ELEEF ATEAY FLUIF NEXXY XPG.F
Oakmark Select Fund7/23/2022
Alluvial Capital Management7/23/2022PX UD.MI GTXAP TIMB BSND CUSI
Giverny Capital Asset Management7/23/2022ASHTF ADI FND
Diamond Hill Small Cap Fund7/23/2022FA ECOM CCS ESAB ENOV
Pzena Investment Management7/23/2022
Myrmikan Research7/23/2022
Alger Small Cap Focus Fund7/23/2022EVH CYRX GO HRI ATRC INSP
Alger Spectra Fund7/23/2022BABA RIVN META AMZN APPL MSFT
Miller Deep Value7/23/2022CHS AXL GCI QUAD NBR FTI
Longleaf Partners Fund7/24/2022WMB WBD MGM GE
Longleaf Partners Global Fund7/24/2022PROSY WBD TIGO EXXRF MGM
Longleaf Partners International Fund7/24/2022WHGLY PROSY DPZ TIGO EXXRF
Longleaf Partners Small-Cap Fund7/24/2022WTM OSCR VMEO HOUS ESRT WEST
Cove Street Capital7/24/2022HNRG WTM VSAT CMP LGF.B INFU
Ave Maria Funds7/24/2022APG BAMR GPRE CHK CLB MIR STNE
Mawer Mutual Funds7/24/2022
IP-Capital Partners7/24/2022NFLX CHTR SCHW AMZN
Weitz Hickory Fund7/25/2022
Weitz Partners III Opportunity Fund7/25/2022
Weitz Partners Value Fund7/25/2022
Weitz Value Fund7/25/2022
Bronte Capital7/31/2022META
1 Main Capital Partners7/31/2022KKR
Emeth Value Capital7/31/2022DECPF
Saltlight Capital 8/01/2022PROSY BAM
Praetorian Capital 8/01/2022JOE
Greystone Capital Management8/01/2022BSFFF RICK IDT GOED EDDRF
Leaven Partners8/01/2022
Maran Capital Management8/01/2022
Polen - U.S. SMID Company Growth 8/05/2022
Polen Capital - Emerging Markets Growth8/05/2022
Polen Capital - Focus Growth8/05/2022ADBE ABNB AMZN NFLX
Polen Capital - Global Growth8/05/2022
Polen Capital - International Growth8/05/2022
Polen Capital - International Small Company Growth8/05/2022
Polen Capital - U.S. Small Company Growth8/05/2022
Miller Income Strategy8/05/2022HRB ARLP HMPT JXN
Miller Opportunity Trust8/05/2022EXPE UAL BABA KRTX NCLH COIN BHC
Bireme Capital8/05/2022HCA
Epoch Investment Partners8/05/2022
Cedar Creek Partners8/05/2022NNUP HRBR WCRS ROYTL BMTX
Headwaters Capital8/05/2022QLYS
Rondure Global8/05/2022
Tidefall Capital Management8/06/2022ONEXF
Arch Capital Fund8/08/2022IAC
Andaz Private Investments8/08/2022
Vulcan Value Partners8/08/2022GE CBRE SNBR
Voss Capital8/08/2022EXTR
FPA Crescent Fund8/08/2022
FPA Queens Road Small Cap Value Fund8/08/2022
FPA U.S. Core Equity Fund8/08/2022
Laughing Water Capital8/08/2022CDMO AIMFF CSPLF LNDC THRY FREE TACT
RGA Investment Advisors8/08/2022META ALGN CTKB MXCT
Horos Funds8/08/2022
Choice Equities Fund8/08/2022CROX SITE FARM OEC
Baron Asset Fund8/10/2022ICLR FND
Baron FinTech Fund8/10/2022PGR
Baron Growth Fund8/10/2022
Summers Value Fund8/15/2022
Wedgewood Partners Focus SMID Cap8/15/2022FRC POOL
Frontaura Global Frontier Fund LLC 8/15/2022
Harding Loevner Emerging Markets Equity8/15/2022
Harding Loevner Global Equity8/15/2022ILMN META NFLX SIVB ADYEY
Harding Loevner Global Small Companies8/15/2022
Harding Loevner International Equity8/15/2022
Harding Loevner International Small Companies Equity8/15/2022
Alta Fox Capital Management8/15/2022EVBG XPEL NGMS
Argosy Investors8/15/2022META DFH AMOT CURV FTV VNT WBD
Baron Partners Fund8/15/2022
Baron Small Cap Fund8/15/2022GTLS SPT
Artko Capital8/16/2022NTIC CURN PBPB ACFN HQI
Long Cast Advisers 8/16/2022CCRN CCRD QRHC DAIO
Palm Capital8/17/2022
Bonsai Partners8/17/2022RDBBF XPEL
Mindset Value Fund8/17/2022MRMD HQI NNI CNRFF
RV Capital8/17/2022CACC PROSY META CRM CVNA
GreenWood Investors8/29/2022CTTPY KOD MEIP LTRPA RH
River Oak Capital8/29/2022QTGPF SINCH.ST NFLX
Artisan Global Discovery Fund8/29/2022COO MAREL.AS VEEV ON
Artisan International Value Fund8/29/2022
Artisan Mid Cap Fund8/29/2022VEEV ON RYAN RGEN ETSY
Artisan Small Cap Fund8/29/2022NVST ETSY JBT RGEN SPT DV
Artisan Value Fund8/29/2022BAC
GoodHaven Fund8/29/2022
Steel City Capital8/29/2022TRUP CVNA SCI ETRN UNTC ATEX
Greenhaven Road Capital8/31/2022ESTC PAR KKR CLBT APPS




1st Quarter 2022
Fund Name Date Stocks Mentioned
St. James Investment Company 4/08/2022
East72 Holdings4/07/2022VWAGY AU1.AX
Vltava Fund4/08/2022ABG CE KLAC
Comus Investments4/10/2022
Palm Valley Capital Fund4/10/2022HTLD PLPC MLR
Moon Capital4/10/2022GOOG MLNK LGIH GRBK
Richie Capital Group4/11/2022CCRD NXST SEDG
Merion Road Capital4/11/2022FERG PTON SPWH
Leaven Partners4/15/2022
Cooper Investors Global Equity Fund (Hedged)4/15/2022CTAS SMCYY HOCPY
Cooper Investors Global Equity Fund (Unhedged)4/15/2022CTAS SMCYY HOCPY
Wedgewood Partners Large Cap Focused Growth4/15/2022FB PYPL
Worm Capital4/15/2022TSLA SPOT
FMI All Cap Equity4/15/2022CSL KMX
FMI International Equity4/15/2022SDXAY GRG.L
FMI Large Cap Equity4/15/2022CSL KMX
FMI Small Cap Equity4/15/2022SKX NVT
Madison Dividend Income Fund4/16/2022BKR EOG ADM NUE
Madison Investors Fund4/16/2022
Madison Mid Cap Fund4/16/2022THO
Madison Small Cap Fund4/16/2022
Heartland Mid Cap Value Fund4/16/2022NXST ABC PPG
Heartland Value Fund4/16/2022RDN CCS COLD
Heartland Value Plus Fund4/16/2022
Blue Tower Asset Management4/16/2022
Smead Value Fund4/16/2022
Miller/Howard Investments4/17/2022
Distillate Capital4/17/2022
Wasatch Core Growth Fund4/18/2022
Wasatch Micro Cap Fund4/18/2022GDYN KRNT PRPL ITCI HLLY SLP
Wasatch Micro Cap Value Fund4/18/2022
Wasatch Small Cap Growth Fund4/18/2022KRNT MEDP GDYN HQY ITCI EEFT
Wasatch Small Cap Value Fund4/18/2022
Wasatch Ultra Growth Fund4/18/2022
LRT Capital4/18/2022PSA
L1 Capital Long Short Fund4/18/2022
L1 International Capital Fund4/18/2022
Oakmark Fund4/18/2022AMZN EFX GPN PINS PHM CRM
Oakmark Global Fund4/18/2022BAYRY GLNCY PROSY GM CS
Oakmark Global Select Fund4/18/2022
Oakmark International Fund4/18/2022
Oakmark Select Fund4/18/2022
Oakmark International Small Cap Fund4/18/2022
Old West Capital Management4/19/2022BG
Laughing Water Capital4/19/2022CSPLF HMHC THRY TACT
Headwaters Capital4/19/2022NOTV
Third Avenue International Real Estate Value Fund4/19/2022
Third Avenue Real Estate Value Fund4/19/2022APTS UHAL GRI.LDHI
Third Avenue Small-Cap Value Fund4/19/2022
Third Avenue Value Fund4/19/2022
Upslope Capital Management4/19/2022BWXT NSKFF CMGMF SLGN
Akre Focus Fund4/20/2022
Alger Mid Cap Focus Fund4/20/2022PLAN BKR SITE NEOG CFLT
Alger Small Cap Focus Fund4/20/2022HQY CHX PDCE NTRA CRYX SMAR
Alger Spectra Fund4/20/2022ABBV CRWD BKR SHOP AMD NTRA
Alger Weatherbie Specialized Growth Fund4/20/2022CLB APR CHGG NTRA FSV SWIM
Whitebrook Capital4/20/2022
Rowan Street Capital4/20/2022SPOT FB TTD DOCU SHOP NFLX
RiverPark Large Growth4/21/2022NFLX NVDA TDOC
RiverPark Long/Short Opportunity Fund4/21/2022NFLX NVDA TDOC
Longleaf Partners Fund4/21/2022
Longleaf Partners Global Fund4/21/2022
Longleaf Partners International Fund4/21/2022
Longleaf Partners Small-Cap Fund4/21/2022
Baron Health Care Fund4/21/2022COO ANTM ABBV NVO RHHBY
Baron Real Estate Fund4/21/2022MTN PSA BX GDS LVS MSGE
Pzena Investment Management4/21/2022
Diamond Hill Small Cap Fund4/21/2022RHP ERII JOUT RCKY
Baron Discovery Fund4/23/2022ACC AXON GTLS GTLB
Ensemble Fund4/23/2022GOOGL CMG
Hoisington Investment Management4/23/2022
Carillon Eagle Mid Cap Growth Fund4/23/2022
Carillon Eagle Small Cap Growth Fund4/23/2022
Greenlight Capital4/23/2022GRBK BHF INSW RYAAY SNX SWN WFRD
NZS Capital4/23/2022
Bernzott Capital Advisors4/23/2022HALO HCI MP LPRO VNOM CMP
Bronte Capital4/23/2022HLF
Arch Capital Fund4/23/2022SPOT WIX
O'Keefe Stevens4/23/2022EAF NMRK INTC DFIN
Nelson Capital4/23/2022
Artisan International Value Fund4/23/2022INGVF DANOY ACGL ST GRMN
Artisan Mid Cap Fund4/23/2022ON WMS ZI CNHI NVST COO
Crestcat Capital4/24/2022
Alphyn Capital Management4/24/2022FRFHF AMZN EXXRF KKR LBRDA NPSNY W
Curreen Capital4/24/2022
Giverny Capital Asset Management4/24/2022FB KMX FIVE ERFSF AMZN IBP
Andvari Associates4/30/2022TOITF
Nordstern Capital4/30/2022THQQF IPMLF EVVTY STNE ARCH
Miller Income Strategy4/30/2022VALE QUAD HRB SDIG
Miller Opportunity Trust4/30/2022FTCH OVV FANG CLF FB HLF
Weitz Hickory Fund4/30/2022LBRDA KMX MKL AZO
Weitz Partners III Opportunity Fund4/30/2022
Weitz Partners Value Fund4/30/2022
Weitz Value Fund4/30/2022
Polen Capital - Focus Growth5/01/2022NFLX PYPL FB
Polen Capital - Global Growth5/01/2022NFLX PYPL SAP AMZN ALGN
Polen Capital - International Growth5/01/2022
Harding Loevner Emerging Markets Equity5/01/2022
Harding Loevner Global Equity5/01/2022ROK SBGSY DE
Harding Loevner Global Small Companies5/01/2022TCHBF KWS.L
Harding Loevner International Equity5/01/2022
Harding Loevner International Small Companies Equity5/01/2022
Epoch Investment Partners5/01/2022
Baron Asset Fund5/01/2022EPAM TFX CSGP FICO
Alta Fox Capital Management5/02/2022NGMS DSKE XPEL
Baron Small Cap Fund5/02/2022PGNY
Greystone Capital Management5/02/2022HMHC GOED CURN
Long Cast Advisers 5/06/2022CCRD DAIO
1 Main Capital Partners5/06/2022FIGS
Wedgewood Partners Focus SMID Cap5/06/2022AYI MMS TPL
Greenhaven Road Capital5/06/2022KKR PAR ESTC TDOC APPS
Polen Capital - Emerging Markets Growth5/06/2022TSM WZZAF
Polen Capital - International Small Company Growth5/06/2022
Polen Capital - U.S. Small Company Growth5/06/2022
Polen U.S. SMID Company Growth 5/06/2022BMBL FTCH HLNE
Cedar Creek Partners5/06/2022QUCT
Horizon Kinetics5/06/2022
Baron FinTech Fund5/06/2022EFX GLOB
Frontaura Global Frontier Fund LLC 5/06/2022
Tweedy Browne5/06/2022BZZUY KOYJF THO
Steel City Capital5/07/2022CVNA SCI ATEX LILA LSYN APM
Praetorian Capital 5/07/2022JOE
FPA Crescent Fund5/07/2022
FPA Queens Road Small Cap Value Fund5/07/2022
Aikya Funds5/07/2022
Tidefall Capital Management5/07/2022NFLX
Rondure Global5/18/2022
Saltlight Capital 5/18/2022
Bonsai Partners5/18/2022ESTC
Goehring & Rozencwajg5/25/2022
Saga Partners5/25/2022CVNA RDFN
Andaz Private Investments5/25/2022
Donville Kent Asset Management5/25/2022EHMEF GIVX.TO VHIBF CTSDF
Hayden Capital5/25/2022
FPA U.S. Core Equity Fund5/25/2022
Maran Capital Management5/25/2022
Bireme Capital5/25/2022NFLX CGEAF FB
Massif Capital5/26/2022CTTZF SMNEY LUCRF IVPAF AOIFF
Argosy Investors5/26/2022FB VZIO FSV STNE IS
Artko Capital5/26/2022GOED WS




4th Quarter 2021
Fund Name Date Stocks Mentioned
East72 Holdings1/07/2022ARKK YBRHF
Vltava Fund1/07/2022SBRCY BMWYY LH
Comus Investments1/07/2022
St. James Investment Company 1/07/2022
Palm Valley Capital Fund1/09/2022AGI DRQ CRD-A WHGLY
Wedgewood Partners Focus SMID Cap1/12/2022
FMI All Cap Equity1/13/2022
FMI International Equity1/13/2022
FMI Large Cap Equity1/13/2022
FMI Small Cap Equity1/13/2022
Akre Focus Fund1/13/2022
Cooper Investors Global Equity Fund (Hedged)1/14/2022TFX
Cooper Investors Global Equity Fund (Unhedged)1/14/2022TFX
Andvari Associates1/15/2022MA V NOVT
Baron Asset Fund1/15/2022RIVN
Baron Discovery Fund1/15/2022BYD ENFN BASE
Wedgewood Partners Large Cap Focused Growth1/15/2022AAPL TPL TSCO
Baron Real Estate Fund1/16/2022
Baron Health Care Fund1/16/2022AZN MCK ASND
Curreen Capital1/16/2022
Alger Mid Cap Focus Fund1/16/2022AMD VCRA BILL TASK BSY
Alger Spectra Fund1/16/2022PYPL UPST MQ
Alger Weatherbie Specialized Growth Fund1/16/2022SITE SBNY MEG CHGG NTRA EVBG
Alphyn Capital Management1/19/2022GOOG EXXRF FRFHF IAC OACB WANSF W
Oakmark Fund1/19/2022BWA TTWO WTW
Oakmark Global Fund1/19/2022
Oakmark Global Select Fund1/19/2022
Oakmark International Fund1/19/2022CNHI BABA
Oakmark Select Fund1/19/2022
Tollymore Investment Partners1/20/2022
Blue Tower Asset Management1/20/2022
Heartland Mid Cap Value Fund1/20/2022PPG EHC DLTR
Heartland Value Fund1/20/2022CCBG PRGO BRY
Heartland Value Plus Fund1/20/2022TRS KN
Madison Dividend Income Fund1/21/2022CVS
Madison Investors Fund1/21/2022LOW BDX NVS FISV V BKI PH
Madison Mid Cap Fund1/21/2022BKI MKSI DLTR
Madison Small Cap Fund1/21/2022HAIN ENTG NEWR
Ensemble Fund1/21/2022BL COST
NZS Capital1/21/2022
Miller/Howard Investments1/21/2022
Third Avenue International Real Estate Value Fund1/21/2022
Third Avenue Real Estate Value Fund1/21/2022INV CTT
Third Avenue Small-Cap Value Fund1/21/2022BATRA MSGE FRPH FPH IVT
Third Avenue Value Fund1/21/2022
Distillate Capital1/21/2022
Old West Capital Management1/21/2022
RiverPark Large Growth1/21/2022PINS TWTR RNG SQ FTCH ILMN SOFI
RiverPark Long/Short Opportunity Fund1/21/2022
Upslope Capital Management1/21/2022MKTX CASY
Alluvial Capital Management1/21/2022PX LICT CRAWA GTX UD.MI TIM.WSE
Bernzott Capital Advisors1/21/2022WSC HI UPLD CMP JRVR
Smead Value Fund1/22/2022
Carillon Eagle Mid Cap Growth Fund1/22/2022
Carillon Eagle Small Cap Growth Fund1/22/2022
Alger Small Cap Focus Fund1/22/2022TREX CPRI SMAR EVBG GENI HSKA
Massif Capital1/22/2022GSL
L1 Capital Long Short Fund1/22/2022
L1 International Capital Fund1/22/2022LPRO CRH
Baron Small Cap Fund1/24/2022SG
Baron Growth Fund1/24/2022MIR SG WRBY
Rowan Street Capital1/24/2022SPOT FB TTD DOCU
Hoisington Investment Management1/24/2022
Whitebrook Capital1/24/2022
Merion Road Capital1/26/2022FERG ATVI LEAT LNSR RCKY
Nordstern Capital1/26/2022IPMLF STNE
Polen Capital - Focus Growth1/26/2022AMZN DOCU
Polen Capital - Global Growth1/26/2022ALGN ADSK V
Polen Capital - International Growth1/26/2022
Artisan International Value Fund1/26/2022WTW ASBFY
Artisan Mid Cap Fund1/26/2022AZTA ON SPOT
Artisan Small Cap Fund1/26/2022AZTA CDMO IRTC ASND WK BIGC
Artisan Value Fund1/26/2022V DIS
Pzena Investment Management1/26/2022
Giverny Capital Asset Management1/26/2022
Diamond Hill Small Cap Fund1/26/2022RHP ERII JOUT RCKY
Miller Deep Value1/27/2022CHS ENDP NBR GCI CNDT
Miller Income Strategy1/27/2022APTS CC APO SCU SBRCY OMF
Miller Opportunity Equity1/27/2022TMHC MTTR FANG SFIX SPLK NCLH
Summers Value Fund1/28/2022NOTV UFPT UTMD
Myrmikan Research1/28/2022
Weitz Hickory Fund1/28/2022LBRDA
Weitz Partners III Opportunity Fund1/28/2022
Weitz Partners Value Fund1/28/2022
Weitz Value Fund1/28/2022
Greenlight Capital1/28/2022BHF TECK DNMR GPN CPRI GLPG ODP
Longleaf Partners Fund1/29/2022AMG LUMN MGM CNHI BIIB FRFHF H
Longleaf Partners Global Fund1/29/2022WMB LUMN FRFHF BIIB MGM TIGO PROSY
Longleaf Partners International Fund1/29/2022CFRUY DPZ FRFHF EXXRF BABA TIGO PROSY
Longleaf Partners Small-Cap Fund1/29/2022CNX RLGY MAT RNR IDRSF LNXSF KODK
Bronte Capital1/29/2022
Long Cast Advisers 1/29/2022AIMFF SNES SOTK
Harding Loevner Emerging Markets Equity1/29/2022CCHGY MGLUY XP
Harding Loevner Global Equity1/29/2022EW ALGN MELI
Harding Loevner Global Small Companies1/29/2022SLP ALTR NEMTF ABMD
Harding Loevner International Equity1/29/2022
Harding Loevner International Small Companies Equity1/29/2022MHSDFLZRFY VACNY
LRT Capital1/29/2022WSO
Arch Capital Fund1/29/2022SPOT SFM NNI TTWO HRBR
Richie Capital Group1/29/2022PAR FREE AVGO TTD ABT
Fundsmith Equity Fund1/29/2022
Wasatch Core Growth Fund1/29/2022MORN TREX LPRO OLLI
Wasatch Micro Cap Fund1/29/2022TRNS NPTN CCXI MSGM CSTL LPRO
Wasatch Micro Cap Value Fund1/29/2022RDVT BWMN PI ASPU LPRO TCDM
Wasatch Small Cap Growth Fund1/29/2022FND BOOT ITCI MEDP FRPT LPRO HQY
Wasatch Small Cap Value Fund1/29/2022
Wasatch Ultra Growth Fund1/29/2022ITCI CCXI NVMI FRPT LPRO CSTL
Rondure Global1/30/2022
Frontaura Global Frontier Fund LLC 1/30/2022
Saturna Capital - Amana Funds1/30/2022
Turtle Creek1/30/2022
Argosy Investors1/30/2022LESL AGIL CURV
Nitor Capital1/30/2022VST CF JOE
Greenhaven Road Capital1/30/2022APPS PAR KKR ESTC TDOC CLBT
Alta Fox Capital Management2/02/2022IDT
Cedar Creek Partners2/02/2022SODI PCHM NNUP BMTX PDRX PX WCRS
Bireme Capital2/02/2022AFRM TME
Headwaters Capital2/04/2022CRNC
Polen Capital - Emerging Markets Growth2/04/2022TME
Polen Capital - International Small Company Growth2/04/2022
Polen Capital - U.S. Small Company Growth2/04/2022
Polen U.S. SMID Company Growth 2/04/2022
Aikya Funds2/04/2022
First Eagle Global Value2/04/2022
Palm Capital2/04/2022CNSWF CRM
Andaz Private Investments2/04/2022RKT XLNX
Saga Partners2/04/2022RDFN
Canterbury Tollgate2/04/2022
Donville Kent Asset Management2/04/2022NGMS GIVX.TO
Greystone Capital Management2/07/2022RICK GOED ID HMHC IDT
Leaven Partners2/07/2022
1 Main Capital Partners2/08/2022BSFFF
Maran Capital Management2/08/2022CSPLF CDRE
Baron FinTech Fund2/08/2022LPLA EXFY
Baron Partners Fund2/08/2022
Tidefall Capital Management2/08/2022FFXDF
Evermore Global Value Fund2/10/2022
Palm Harbour Capital2/10/2022OCINF GEAHF
Laughing Water Capital2/10/2022CSPLF THRY HMHC TACT
Steel City Capital2/10/2022GDOT LSYN SXC
Tweedy Browne2/10/2022VRTX RBSFY
MPE Capital2/11/2022SQSP
Emeth Value Capital2/12/2022BUR
SRK Capital2/12/2022HROW TTSH NNUP PYCFF RTMAF
Mindset Value Cannabis Fund2/13/2022VRNOF
Davis Financial Fund.2/13/2022
Davis Global Fund2/13/2022
Davis International Fund2/13/2022
Davis New York Venture Fund2/13/2022
Davis Opportunity Fund2/13/2022
Praetorian Capital 2/13/2022LEE JOE
Horizon Kinetics2/13/2022
Baron Opportunity Fund2/13/2022RIVN MRTX CTV FIGS SHOP
Saltlight Capital 2/13/2022
FPA Crescent Fund2/15/2022
Epoch Investment Partners2/15/2022
Luca Capital2/15/2022
Hayden Capital2/15/2022SE
Lyrical Asset Management2/15/2022
Artko Capital2/18/2022CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
RGA Investment Advisors2/18/2022SFIX ROKU PYPL DBX TWTR
Bumbershoot Holdings2/18/2022
Broyhill Asset Management2/18/2022CAR DLTR MCK ABEV BUD MSGE
Worm Capital2/18/2022
FPA Queens Road Small Cap Value Fund2/25/2022
Tao Value2/25/2022
RiverPark/Wedgewood Fund2/25/2022AAPL TPL TSCO
Ariel Trust Funds3/01/2022KKR MANU REZI
Voss Capital3/01/2022AVYA OLN ABG MT
Rhizome Partners3/01/2022FRP HHC INDT CLPR
Vulcan Value Partners3/01/2022
Goehring & Rozencwajg3/01/2022




3rd Quarter 2021



Fund Name Date Stocks Mentioned
East72 Holdings10/08/2021$ANSLY, $APPEF, $BOWX, $FRPH, $MAC, $LLC.AX
Vltava Fund10/08/2021$WLTW
Massif Capital10/08/2021$SBLK
Headwaters Capital10/08/2021$SPSC, $FICO, $TRNS
Palm Valley Capital Fund10/09/2021$THS, $TRFPF, $AMRK, $WHGLY
St. James Investment Company 10/09/2021
Richie Capital Group10/11/2021$FICO, $FREE, $INS, $MSCI
Comus Investments10/11/2021
Blue Tower Asset Management10/12/2021$3723.T
Wedgewood Partners10/13/2021$MSI, $UNH
DMZ Partners10/14/2021
FMI All Cap Equity10/14/2021
FMI International Equity10/14/2021$RXLSF, $4403.T
FMI Large Cap Equity10/14/2021
FMI Small Cap Equity10/14/2021$PCAR, $BRKB
Curreen Capital10/15/2021$JXN, $MIC
Cooper Investors Global Equity Fund (Hedged)10/15/2021$RYAN, $CSGP
Cooper Investors Global Equity Fund (Unhedged)10/15/2021
Madison Dividend Income Fund10/15/2021$BKR, $EOG
Madison Investors Fund10/15/2021$AMZN, $ADI, $PPG, $TEL
Madison Mid Cap Fund10/15/2021
Madison Small Cap Fund10/15/2021
Worm Capital10/16/2021
Merion Road Capital10/16/2021$BLDR, $RCKY
Heartland Mid Cap Value Fund10/16/2021$CBOE, $EXC, $SPB
Heartland Value Fund10/16/2021$CVLG, $BBBY, $BRY
Heartland Value Plus Fund10/16/2021$POR, $FCFS, $HAE
Alger Mid Cap Focus Fund10/16/2021$INMD, $GXO, $UPST, $RNLX, $GENI, $PINS
Alger Small Cap Focus Fund10/16/2021$RGEN, $MPWR, $PAYC, $CDNA, $SHAK, $NVRO
Alger Spectra Fund10/16/2021$UPST, $GOOG, $MSFT, $ROKU, $PINS, $PYPL
Alger Weatherbie Specialized Growth Fund10/16/2021$UPST, $PCTY, $GLOB, $OLLI, $NVRO, $CLB
Summers Value Fund10/16/2021$NTOV, $ELMD
Baron Growth Fund10/17/2021$VLD, $DNUT, $SMRT
Baron Real Estate Fund10/17/2021
Baron Health Care Fund10/17/2021$NTRA, $GDRX, $MRTX, $STVN
Oakmark Fund10/17/2021
Oakmark Global Fund10/17/2021
Oakmark Global Select Fund10/17/2021
Oakmark International Fund10/17/2021
Oakmark International Small Cap Fund10/17/2021
Oakmark Select Fund10/17/2021
Miller/Howard Investments10/17/2021
NZS Capital10/17/2021
Third Avenue International Real Estate Value Fund10/19/2021
Third Avenue Real Estate Value Fund10/19/2021$APTS, $WARFY, $
Third Avenue Small-Cap Value Fund10/19/2021$MSGE
Third Avenue Value Fund10/19/2021$BMWYY, $DDAIF, $BKRIF, $DB, $CSFFF, $LUNMF
Upslope Capital Management10/19/2021$TCHBF, $BWXT
Carillon Eagle Mid Cap Growth Fund10/19/2021
Carillon Eagle Small Cap Growth Fund10/19/2021
Rowan Street Capital10/19/2021
Old West Capital Management10/19/2021$FLGT
Distillate Capital10/19/2021
Alphyn Capital Management10/19/2021$PSTH, $CSPLF, $CRSS, $CFX, $NPSNY, $PROSY, $TCEHY
Ensemble Fund10/20/2021$BKNG, $LSTR
Smead Value Fund10/20/2021
Bernzott Capital Advisors10/20/2021$ATIP, $VNOM
Greenlight Capital10/20/2021$GRBK, $BHF, $CSPLF $SONO
Longleaf Partners Fund10/21/2021$DISCK
Longleaf Partners International Fund10/21/2021
Longleaf Partners Global Fund10/21/2021
Longleaf Partners Small-Cap Fund10/21/2021$RNR
Hoisington Investment Management10/21/2021
Whitebrook Capital10/21/2021$QRTEA
L1 International Capital Fund10/21/2021$TXN
L1 Capital Long Short Fund10/21/2021
Horizon Kinetics10/23/2021$LNG, $TPL
Baron Discovery Fund10/23/2021$BASE, $SMRT, $MCG, $FORG, $QLYS
Baron Asset Fund10/23/2021$HUBS
Arisaig Partners10/23/2021
Kinsman Oak Equity Fund10/23/2021$RICK
Polen Capital - Focus Growth10/23/2021$ABNB
Polen Capital - Global Growth10/23/2021
Polen Capital - International Growth10/23/2021
Bronte Capital10/23/2021
Aikya Funds10/23/2021
Myrmikan Research10/23/2021
Crestcat Capital10/23/2021
Pzena Investment Management10/23/2021
Diamond Hill Small Cap Fund10/23/2021
Akre Focus Fund10/23/2021
Rondure Global10/23/2021
Artisan Mid Cap Fund10/24/2021NEO MQ ASND CDAY ENTG
Artisan International Value Fund10/24/2021
Weitz Hickory Fund10/24/2021
Weitz Partners III Opportunity Fund10/24/2021
Weitz Partners Value Fund10/24/2021
Weitz Value Fund10/24/2021
Giverny Capital Asset Management10/24/2021IIVI
Argosy Investors10/25/2021DFH GO RRTS
Tidefall Capital Management10/25/2021FRFHF
Polen Capital - U.S. Small Company Growth10/26/2021
Polen U.S. SMID Company Growth 10/26/2021OLO
Tao Value10/29/2021FB RBLX
Alta Fox Capital Management10/29/2021
First Eagle Global Value10/29/2021
Vulcan Value Partners10/29/2021LRCX UPST AMAT
FPA Crescent Fund10/29/2021
Miller Opportunity Equity10/29/2021BABA GM FTCH MTTR WW VRM
Miller Income Strategy10/29/2021APTS VALE CHS CC
LRT Capital10/30/2021TSCO
Luca Capital10/30/2021TDOC
Greystone Capital Management10/30/2021LSYN RSSS BSFFF EDDRF
Epoch Investment Partners10/30/2021
RiverPark Large Growth10/31/2021DXCM SNOW TWLO RNG EXAS ZG SOFI
RiverPark Long/Short Opportunity Fund10/31/2021
Maran Capital Management10/31/2021CLAR TPB CRSS AOUT
Bireme Capital10/31/2021RICK BOIVF ORI IMBBY
1 Main Capital Partners10/31/2021LMB ATIP GREE
Mindset Value Fund10/31/2021
Andvari Associates10/31/2021CHE
Baron FinTech Fund10/31/2021WPLCF CWAN TOST
Baron Partners Fund10/31/2021
Harding Loevner Emerging Markets Equity10/31/2021
Harding Loevner Global Equity10/31/2021
Harding Loevner Global Small Companies10/31/2021BWA STAEF ST
Harding Loevner International Equity10/31/2021
Harding Loevner International Small Companies Equity10/31/2021
Alluvial Capital Management11/02/2021PX CRAWA LICT NUVR WHLR
Greenhaven Road Capital11/02/2021APPS MKTW
RGA Investment Advisors11/02/2021KW
Davis Financial Fund.11/02/2021
Davis Global Fund11/02/2021
Davis International Fund11/02/2021
Davis New York Venture Fund11/02/2021
Davis Opportunity Fund11/02/2021
Donville Kent Asset Management11/02/2021PRL.TO
Tollymore Investment Partners11/02/2021NXGPY HLFFF RDBBF
Steel City Capital11/02/2021ATEX LSYN SIGA
Polen Capital - International Small Company Growth11/02/2021
RiverPark/Wedgewood Fund11/04/2021MSI UNH
Artisan Global Discovery Fund11/06/2021
Artisan Small Cap Fund11/06/2021COMP SI TWOU BTRS OLO
Artisan Value Fund11/06/2021
Saturna Capital11/06/2021
Saturna Capital - Amana Funds11/06/2021
Saturna Capital - Sextant Funds11/06/2021
Cedar Creek Partners11/08/2021BMTX PCHM NNUP DBMG
Baron Opportunity Fund11/08/2021NTRA NRDY TOST CDAY
Baron Small Cap Fund11/08/2021MCG SMRT HLLY
Artko Capital11/17/2021HQI
Hayden Capital11/17/2021COIN ZLPSF
Tweedy Browne11/17/2021
Canterbury Tollgate11/17/2021
Andaz Private Investments11/17/2021
River Oak Capital11/17/2021
Palm Capital11/17/2021
Long Cast Advisers 11/22/2021SANW PDEX CTEK
FPA Queens Road Small Cap Value Fund11/22/2021
Choice Equities Fund11/29/2021FARM INVE GMS
Ariel Trust Funds11/29/2021BIDU BWA CBRE GNTX
GreenWood Investors11/29/2021
Horos Funds11/29/2021
Goehring & Rozencwajg11/29/2021
Saltlight Capital 11/29/2021
Voss Capital12/14/2021SWIR
Turtle Creek12/14/2021




2nd Quarter 2021


Fund Name Date Stocks Mentioned
St. James Investment Company 7/14/2021
East72 Holdings7/14/2021$NAM.AX, $SZL.AX
Vltava Fund7/14/2021
Headwaters Capital7/14/2021$ABCM
Alphyn Capital Management7/14/2021$CRSS, $VMEO
Comus Investments7/14/2021
FMI All Cap Equity7/14/2021
FMI International Equity7/14/2021
FMI Large Cap Equity7/14/2021
FMI Small Cap Equity7/14/2021
Wedgewood Partners7/14/2021$CDW, $CPRT, $TSM
Longleaf Partners Fund7/15/2021
Longleaf Partners Global Fund7/15/2021
Longleaf Partners International Fund7/15/2021$PROSY, $0200.HK
Longleaf Partners Small-Cap Fund7/15/2021
Palm Valley Capital Fund7/15/2021$COG, $VWTR
MPE Capital7/17/2021
Worm Capital7/17/2021$ABNB, $SHOP, $TSLA
Richie Capital Group7/17/2021$INS, $MKTX, $VMD, $TTD, $ADBE
Cooper Investors Global Equity Fund (Hedged)7/17/2021
Cooper Investors Global Equity Fund (Unhedged)7/17/2021
Andvari Associates7/17/2021
RiverPark Large Growth7/17/2021
RiverPark Long/Short Opportunity Fund7/17/2021
Alger Mid Cap Focus Fund7/17/2021$NET, $BSY, $HUBS, $DKNG, $MGNI, $DISCK
Alger Small Cap Focus Fund7/17/2021
Alger Spectra Fund7/17/2021
Alger Weatherbie Specialized Growth Fund7/17/2021$PGNY, $CLB, $FSV, $EAR, $CHGG, $NEO
Third Avenue International Real Estate Value Fund7/17/2021
Third Avenue Real Estate Value Fund7/17/2021$STRS, $FNMA
Third Avenue Small-Cap Value Fund7/17/2021
Third Avenue Value Fund7/17/2021
Smead Value Fund7/17/2021
Old West Capital Management7/17/2021$RFL, $URPTF
Distillate Capital7/17/2021
Nelson Capital7/18/2021$BKNG
Baron Health Care Fund7/18/2021
Baron Real Estate Fund7/18/2021
Heartland Mid Cap Value Fund7/18/2021$PPG, $FCFS, $DGX
Heartland Value Fund7/18/2021$MNR, $PDCO, $BBBY
Heartland Value Plus Fund7/18/2021$DRQ, $AVNS, $FCFS
NZS Capital7/18/2021
Massif Capital7/18/2021$ADMLF, $EQX, $AOIFF, $EQNR
Miller/Howard Investments7/18/2021
Madison Dividend Income Fund7/20/2021$AFL
Madison Investors Fund7/20/2021$BD, $DLTR, $PCAR, $PGR
Madison Mid Cap Fund7/20/2021$CNNE, $PCAR
Madison Small Cap Fund7/20/2021
Bernzott Capital Advisors7/20/2021$ADTN, $ATSG, $GVA, $JRVR
Whitebrook Capital7/20/2021
Merion Road Capital7/20/2021$FLXS
Arisaig Partners7/20/2021$ARCE
Hoisington Investment Management7/20/2021
L1 International Capital Fund7/20/2021$GPK
Blue Tower Asset Management7/20/2021$CNR, $TCS.L
Tidefall Capital Management7/20/2021$FB
Cedar Creek Partners7/22/2021$CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP
Kinsman Oak Equity Fund7/22/2021
Vulcan Value Partners7/22/2021
Polen Capital - Focus Growth7/22/2021
Polen Capital - Global Growth7/22/2021
Polen Capital - International Growth7/22/2021
Steel City Capital7/22/2021$ATEX, $NEWSA, $LSYN, $SIGA, $TRUP
Ensemble Fund7/22/2021$NTDOY, $ILMN
Spree Capital7/22/2021
Oakmark Fund7/22/2021
Oakmark Global Fund7/22/2021$THC, $INCZY
Oakmark Global Select Fund7/22/2021
Oakmark International Fund7/22/2021
Oakmark Select Fund7/22/2021$ALSN
Horizon Kinetics7/24/2021
Maran Capital Management7/24/2021$CRSS, $CTT.PT, $CLAR, $PCYO
Bronte Capital7/24/2021
Baron Asset Fund7/24/2021$AVLR
Baron Growth Fund7/24/2021$ZY
Baron Small Cap Fund7/24/2021$JBI, $FA
Laughing Water Capital7/25/2021$AIMFF, $TACT, $THRY
1 Main Capital Partners7/25/2021$MHH, $ATIP.WS, $LMB
Voss Capital7/25/2021$IMXI, $ECNCF
Greystone Capital Management7/25/2021$HOME, $THBRF
Emeth Value Capital7/25/2021
Summers Value Fund7/27/2021
Artisan International Value Fund7/27/2021
Artisan Mid Cap Fund7/27/2021$LPLA, $ENTG, $WMS, $HUBS, $GMAB
Artisan Small Cap Fund7/27/2021$OLO, $WK, $EB, $WMS, $VMI, $BIGC
Baron Opportunity Fund7/27/2021$EDR, $INDI, $RNG, $TEAM, $SOFI
Baron Partners Fund7/27/2021
Baron FinTech Fund7/27/2021$DLO, $MQ, $SOFI
Baron Discovery Fund7/27/2021$JBGS, $DV, $INDI, $ALKT, $PING, $ZY, $OLK, $RXRX
Akre Focus Fund7/27/2021
Epoch Investment Partners7/27/2021
Greenlight Capital7/27/2021
Polen Capital - International Small Company Growth7/27/2021
Polen Capital - U.S. Small Company Growth7/27/2021
Polen U.S. SMID Company Growth 7/27/2021
Diamond Hill Small Cap Fund7/27/2021
Alluvial Capital Management7/28/2021$GTX, $PIOE, $CRSS, $TPRP
Argosy Investors7/28/2021$FERG, $ARLO, $VZIO
JDP Capital Management7/29/2021$SPOT, $ROKU, $DRTT, $INVVY, $STNE
Boyar Value Group7/29/2021
Long Cast Advisers 7/29/2021$QRHC
Weitz Hickory Fund7/31/2021$MKTX, $DNB
Weitz Partners III Opportunity Fund7/31/2021
Weitz Partners Value Fund7/31/2021
Weitz Value Fund7/31/2021$ROP
Giverny Capital Asset Management7/31/2021$ACOPF, $ATHM, $KMX
Alta Fox Capital Management7/31/2021
Donville Kent Asset Management7/31/2021$PLCKF, $NOW.V
First Eagle Global Value7/31/2021
Rowan Street Capital7/31/2021$SPOT, $FB
FPA Crescent Fund7/31/2021
Carillon Eagle Mid Cap Growth Fund8/02/2021
Carillon Eagle Small Cap Growth Fund8/02/2021
Wasatch Core Growth Fund8/02/2021
Wasatch Micro Cap Fund8/02/2021
Wasatch Micro Cap Value Fund8/02/2021
Wasatch Small Cap Growth Fund8/02/2021
Wasatch Small Cap Value Fund8/02/2021
Wasatch Ultra Growth Fund8/02/2021
Myrmikan Research8/02/2021
L1 Capital Long Short Fund8/10/2021
Aikya Funds8/10/2021
Horos Funds8/10/2021$SUHJY, $MBI
Tweedy Browne8/10/2021
Upslope Capital Management8/10/2021$MKTX, $ENV
Crestcat Capital8/10/2021
Pzena Investment Management8/10/2021
Tao Value8/10/2021
Third Point8/10/2021$RH, $DIS
RGA Investment Advisors8/10/2021$SFIX
Luca Capital8/11/2021
Miller Income Strategy8/11/2021
Miller Opportunity Equity8/11/2021
Goehring & Rozencwajg8/23/2021
Artisan Global Discovery Fund8/23/2021
Artisan Value Fund8/23/2021
Artko Capital8/23/2021$GLBI, $CURN
Choice Equities Fund8/23/2021$INVE
LRT Capital8/23/2021$DPZ, $SCL, $MAR, $NVO, $RGEN, $HXL, $WSO, $TPL, $CIGI, $TFII
Saga Partners8/23/2021$GDRX
Harding Loevner Emerging Markets Equity8/28/2021
Harding Loevner Global Equity8/28/2021
Harding Loevner Global Small Companies8/28/2021
Harding Loevner International Equity8/28/2021
Harding Loevner International Small Companies Equity8/28/2021
Appleseed Fund8/28/2021$HLF, $BOWFF, $ALL, $NPSNY
Ariel Trust Funds8/28/2021$ADT, $BOKF, $MDP
Rondure Global8/28/2021
RiverPark/Wedgewood Fund8/28/2021$CDW, $CPRT, $TSM
Fundsmith Equity Fund8/28/2021
Greenhaven Road Capital8/28/2021$MKTW
GoodHaven Fund8/28/2021
Hayden Capital8/28/2021
Arquitos Capital8/28/2021
Evermore Global Value Fund8/28/2021
Andaz Private Investments8/28/2021
WertArt Capital8/28/2021$SUPN, $GOE.PA, $NTDOY, $HSCNF
Rhizome Partners8/28/2021$FRPH
Palm Capital8/28/2021




1st Quarter 2021


Fund Name Date Stocks Mentioned
St. James Investment Company 4/05/2021
Headwaters Capital4/05/2021$AFG, $TREE
Comus Investments4/05/2021
Del Principe O’Brien Financial Advisors4/05/2021$AVGO, $DISCA, $BIIB
East72 Holdings4/06/2021$VHI, $HALFF
Vltava Fund4/07/2021
Palm Valley Capital Fund4/08/2021$PHYS, $CRI, $WHGLY, $DOX
Merion Road Capital4/08/2021$FNF, $RCKY
Oakmark Fund4/08/2021$MO, $COP
Oakmark Select Fund4/08/2021
Oakmark Global Fund4/08/2021$CGEMY, $FISV, $GD, $HUM, $SAP
Oakmark Global Select Fund4/08/2021$DDAIF, $CS
Worm Capital4/09/2021
Alphyn Capital Management4/11/2021$CFX
Argosy Investors4/12/2021$KAR, $GO, $CNSWF, $RRTS, $DFH, $RGLD
Richie Capital Group4/12/2021
Wedgewood Partners4/14/2021$BKNG, $EW, $ODFL, $SBUX
Alger Mid Cap Focus Fund4/14/2021$MSTR, $DKNG, $MGNI, $EH, $CHPT, $PLAN
Alger Small Cap Focus Fund4/14/2021$SHAK, $CTRX, $TECH, $BLI, $BIGC, $AVLR
Alger Spectra Fund4/14/2021
Alger Weatherbie Specialized Growth Fund4/14/2021
FMI All Cap Equity4/14/2021
FMI International Equity4/14/2021
FMI Large Cap Equity4/14/2021
FMI Small Cap Equity4/14/2021
RiverPark Large Growth4/15/2021$UNH, $BKNG, $SCHW, $SQ, ZG, $SNOW, $FTCH
RiverPark Long/Short Opportunity Fund4/15/2021$UNH, $BKNG, $SCHW, $SQ, ZG, $SNOW, $FTCH
Bronte Capital4/15/2021
Upslope Capital Management4/15/2021$FCV, $TMXXF, $CBOE
NZS Capital4/15/2021
Longleaf Partners Fund4/15/2021$LUMN, $AMG, $CNX, $GE, $MGM, $FRFHF, $CNHI
Longleaf Partners Global Fund4/15/2021
Longleaf Partners International Fund4/15/2021
Longleaf Partners Small-Cap Fund4/15/2021$LUMN,$CNX, $ESRT, $RLGY, $MAT
Cooper Investors Global Equity Fund (Hedged)4/15/2021$TOITF, $ATVI
Cooper Investors Global Equity Fund (Unhedged)4/15/2021$TOITF, $ATVI
Hoisington Investment Management4/15/2021
Madison Dividend Income Fund4/15/2021
Madison Investors Fund4/15/2021$FISV
Madison Small Cap Fund4/15/2021
Andvari Associates4/15/2021$CSGP
Old West Capital Management4/16/2021$RFL
Summers Value Fund4/16/2021$ELMD
Baron Asset Fund4/16/2021$TRIP, $EPAM
Baron Discovery Fund4/16/2021$TRIP, $VSPR, $MRCY, $DSP, $SAIL
Baron Health Care Fund4/16/2021$ICLR, $TECH
Baron Opportunity Fund4/16/2021
Carillon Eagle Mid Cap Growth Fund4/16/2021
Carillon Eagle Small Cap Growth Fund4/16/2021
Ensemble Fund4/16/2021$$FAST, $HD
Massif Capital4/16/2021$LAC, $IVN, $TRQ
Greenlight Capital4/16/2021
Spree Capital4/16/2021$ICE
Miller/Howard Investments4/16/2021
Smead Value Fund4/17/2021
Bernzott Capital Advisors4/17/2021$UPLD, $ORBC, $JIH
Artisan Mid Cap Fund4/17/2021
Whitebrook Capital4/17/2021$DISCA, $CNDT
Blue Tower Asset Management4/17/2021$CGEO.L
L1 International Capital Fund4/17/2021
Harding Loevner Global Equity4/17/2021
Harding Loevner International Equity4/17/2021
Harding Loevner Emerging Markets Equity4/17/2021$HNHPF, $WEGZY, $6415.TW
Nelson Capital4/17/2021$DNMR
Distillate Capital4/18/2021
Akre Focus Fund4/18/2021
Wasatch Core Growth Fund4/18/2021
Wasatch Micro Cap Fund4/18/2021
Wasatch Micro Cap Value Fund4/18/2021$VREOF, $SKY, $MX, $NLS, $ASPU, $STRL, $ROAD
Wasatch Small Cap Growth Fund4/18/2021
Wasatch Small Cap Value Fund4/18/2021
Wasatch Ultra Growth Fund4/18/2021
Arisaig Partners4/20/2021
Third Avenue International Real Estate Value Fund4/20/2021
Third Avenue Real Estate Value Fund4/20/2021$LEN, $BAM, $CBRE, $JBGS, $PLD
Third Avenue Small-Cap Value Fund4/20/2021$BSIG
Third Avenue Value Fund4/20/2021
Baron Growth Fund4/20/2021$ACVA
Baron Partners Fund4/20/2021
Baron Real Estate Fund4/20/2021
Tidefall Capital Management4/22/2021$BRK.B
Giverny Capital Asset Management4/22/2021
Heartland Mid Cap Value Fund4/22/2021$UHAL, $RGA, $PSB
Heartland Value Fund4/22/2021$CCBG, $NFG, $CGAU
Heartland Value Plus Fund4/22/2021$PAHC, $MEI
Greystone Capital Management4/25/2021$PW, $SHSP, $HIL, $THRY, $RMNI, $LSYN, $PLBY
1 Main Capital Partners4/25/2021$GOOG, $KKR, $LMB, $PSH, $RICK, $LGIH, $W, $WINE.LN
Polen Capital - Focus Growth4/25/2021$AMZN, $NFLX, $CRM
Polen Capital - Global Growth4/25/2021
Polen Capital - International Growth4/25/2021$TCRHY, $AON, $SGPYY, $EDU, $ADDYY, $CSLLY, $EVVTY
Horizon Kinetics4/25/2021$TPL
Kinsman Oak Equity Fund4/25/2021$BWXT
Baron FinTech Fund4/27/2021
Baron Small Cap Fund4/27/2021$DRVN, $ETWO, $SHLS
Horos Funds4/27/2021
Laughing Water Capital4/27/2021$RMNI, $ITI
Artisan International Value Fund4/27/2021
Artisan Small Cap Fund4/27/2021
First Eagle Global Value4/27/2021
Vulcan Value Partners4/27/2021
Weitz Hickory Fund4/27/2021
Weitz Partners III Opportunity Fund4/27/2021
Weitz Partners Value Fund4/27/2021
Weitz Value Fund4/27/2021
L1 Capital Long Short Fund4/27/2021
Aikya Funds4/27/2021
Alluvial Capital Management4/28/2021$PIOE, $CRAWA, $LGNC, $WHLR, $MMAC
Diamond Hill Small Cap Fund4/28/2021
RGA Investment Advisors4/28/2021
FPA Crescent Fund4/28/2021
Maran Capital Management5/02/2021
Alta Fox Capital Management5/02/2021$VQSLF
Epoch Investment Partners5/03/2021
Donville Kent Asset Management5/03/2021
Polen Capital - International Small Company Growth5/03/2021
Polen Capital - U.S. Small Company Growth5/03/2021
Polen U.S. SMID Company Growth 5/03/2021
Tao Value5/03/2021$TAL, $FUTU
Cedar Creek Partners5/04/2021$SODI $PCOA $DBMG $PCHM $PDRX $RILY $SBNC
Palm Harbour Capital5/06/2021$SEOAY, $
Andaz Private Investments5/06/2021
Tweedy Browne5/06/2021
Blue Hawk Investment Group 5/06/2021
Miller Income Strategy5/06/2021$PBI, $CHS, $VTRS, $GEO
Miller Opportunity Equity5/06/2021
Harding Loevner Global Small Companies5/06/2021
Harding Loevner International Small Companies Equity5/06/2021
Third Point5/07/2021$UPST, $GRAB, $CSGP
Steel City Capital5/10/2021$NWSA, $SIGA, $ATEX, $LSYN, $TRUP, $WDFC
Goehring & Rozencwajg5/13/2021
Crestcat Capital5/13/2021
Myrmikan Research5/13/2021
Pzena Investment Management5/13/2021
Bonhoeffer Capital Management5/13/2021
Appleseed Fund5/13/2021
Saturna Capital5/13/2021
Saturna Capital - Amana Funds5/13/2021
Saturna Capital - Sextant Funds5/13/2021
Choice Equities Fund5/13/2021$BNED, $FARM
Artko Capital5/23/2021$HQI
LRT Capital5/23/2021
Ariel Trust Funds5/23/2021$AXTA, $SNA, $SRCL
Artisan Global Discovery Fund5/23/2021
Artisan Value Fund5/23/2021
Bonsai Partners5/23/2021$RDBBF, $MU, TSYHY, $PHPYF, $LKQ, $TSM, $ILMN




4th Quarter 2020


Fund Name Date Stocks Mentioned
Alger Mid Cap Focus Fund1/14/2021$NET, $ROKU, $FTCH, $QDEL, $STMP, $ZM
Alger Small Cap Focus Fund1/14/2021$CDNA, $NTRA, $CMD, $STMP, $TNDM, $QDEL
Alger Spectra Fund1/14/2021
Alger Weatherbie Specialized Growth Fund1/14/2021
Alphyn Capital Management1/24/2021
Alta Fox Capital Management1/26/2021
Andaz Private Investments1/04/2021
Andvari Associates1/07/2021
Argosy Investors1/12/2021$PINS, $JD, $RP, $SPB, $FTV, $WFC
Arisaig Partners1/13/2021
Artisan Global Discovery Fund1/25/2021
Artisan International Value Fund1/25/2021
Artisan Mid Cap Fund1/25/2021
Artisan Small Cap Fund1/25/2021$SMMC ($BTRS), $DNLI, $ZNGA, $FROG.
Artisan Value Fund1/25/2021
Avory & Company1/14/2021
Baron Asset Fund1/17/2021$SFIX, $FTCH.
Baron Discovery Fund1/17/2021$CDNA, $TPIC, $ALGM, $ESPR, $EBS, $SILK, $FQVTF, $MDEVF, $RRR, $EAR.
Baron FinTech Fund1/25/2021$SHOP, $MELI
Baron Growth Fund1/25/2021$DM
Baron Health Care Fund1/17/2021
Baron Opportunity Fund1/17/2021$OPEN, $SFIX, $FTCH
Baron Partners Fund1/25/2021
Baron Real Estate Fund1/17/2021
Bernzott Capital Advisors1/21/2021
Blue Tower Asset Management1/27/2021$EZPW
Bronte Capital1/15/2021
Carillon Eagle Mid Cap Growth Fund1/21/2021
Carillon Eagle Small Cap Growth Fund1/25/2021
Comus Investments1/05/2021
Concentrated Compounding*1/05/2021
Cooper Investors Global Equity Fund (Hedged)1/20/2021$TKAYY, $WMG, $WDAY, $OCPNY.
Cooper Investors Global Equity Fund (Unhedged)1/20/2021
Distillate Capital1/02/2021
Donville Kent Asset Management1/20/2021
Edgebrook Partners1/29/2021
Epoch Investment Partners1/26/2021
First Eagle Global Value1/22/2021
FMI All Cap Equity1/15/2021
FMI International Equity1/15/2021
FMI Large Cap Equity1/15/2021
FMI Small Cap Equity1/15/2021
Forager Funds1/20/2021
Fundsmith Equity Fund1/22/2021
Giverny Capital Asset Management1/20/2021
GoodHaven Fund1/29/2021
Greenlight Capital1/25/2021
Greystone Capital Management1/16/2021$CHRM, $TRRVF, $LSYN, $USAT, $FREE
Headwaters Capital1/10/2021$ENTG, $FICO, $INSP
Heartland Mid Cap Value Fund1/15/2021$FCX, $RJF, $BG, $AAP
Heartland Select Value Fund1/15/2021
Heartland Value Fund1/15/2021$THO, $NVT, $CAGDF
Heartland Value Plus Fund1/15/2021$PAHC, $RILY.
Hoisington Investment Management1/19/2021
L1 Capital Long Short Fund1/25/2021
Laughing Water Capital1/24/2021$AIMFF, $CDMO, $PAR, $USAT
Longleaf Partners Fund1/17/2021
Longleaf Partners Global Fund1/17/2021
Longleaf Partners International Fund1/17/2021
Longleaf Partners Small-Cap Fund1/17/2021
LRT Capital1/15/2021
Madison Dividend Income Fund1/18/2021
Madison Investors Fund1/18/2021
Madison Mid Cap Fund1/18/2021
Madison Small Cap Fund1/18/2021
Massif Capital1/21/2021
Merion Road Capital1/12/2021$PINS, $FCPT, $FERGY, $MHH, $RMCF, $LNSR
Miller/Howard Investments1/27/2021
MPE Capital1/13/2021
Myrmikan Research1/15/2021
NZS Capital1/17/2021
Oakmark Fund1/11/2021$FISV, $KKR
Oakmark Select Fund1/11/2021
Oakmark Global Fund1/11/2021$NVS, $KDP, $LYV, $PINS
Oakmark Global Select Fund1/11/2021
Old West Capital Management1/11/2021$WLDBF.
Palm Valley Capital Fund1/05/2021
Polen Capital - Focus Growth1/22/2021$ILMN, $CRM.
Polen Capital - Global Growth1/22/2021
Polen Capital - International Growth1/22/2021
Pzena Investment Management1/21/2021
Richie Capital Group1/10/2021
RiverPark Large Growth1/14/2021$SNAP, $PINS, $BX, $UBER, $EXAS, $LMT, $DXCM.
RiverPark Long/Short Opportunity Fund1/14/2021
RV Capital1/15/2021$WORK
Smead Value Fund1/26/2021
Spree Capital1/18/2021$CDLX, $UPWK.
St. James Investment Company 1/10/2021
Steel City Capital1/25/2021$LSYN, $ATEX, $EBAY, $TRUP, $WDFC
Summers Value Fund1/21/2021$BASI, $ELMD, $MODV
Tao Value1/21/2021
Third Avenue Real Estate Value Fund1/20/2021$FNMA, $AMH
Third Avenue Small-Cap Value Fund1/20/2021
Third Avenue Value Fund1/20/2021$LAZ, $SVNDY.
Upslope Capital Management1/15/2021
Vltava Fund1/05/2021
Vulcan Value Partners1/26/2021
Wedgewood Partners1/13/2021$PGR, $SPGI, $TSCI
Weitz Hickory Fund1/27/2021
Weitz Partners III Opportunity Fund1/27/2021
Weitz Partners Value Fund1/27/2021
Weitz Value Fund1/27/2021
Whitebrook Capital1/26/2021
Horizon Kinetics1/30/2021
Harding Loevner Global Equity1/30/2021
Harding Loevner International Equity1/30/2021
Harding Loevner International Small Companies Equity1/30/2021
Harding Loevner Global Small Companies1/30/2021
Davis Financial Fund.1/30/2021
Davis Global Fund1/30/2021
Davis International Fund1/30/2021
Davis New York Venture Fund1/30/2021
Davis Opportunity Fund1/30/2021
Crestcat Capital1/30/2021
Polen Capital - International Small Company Growth1/30/2021
Polen Capital - U.S. Small Company Growth1/30/2021
Ensemble Fund1/30/2021$RACE, $NVR




3rd Quarter 2020


2nd Quarter 2020




1st Quarter 2020



4th Quarter 2019




3rd Quarter 2019



2nd Quarter 2019



1st Quarter 2019



4th Quarter 2018



3rd Quarter 2018



2nd Quarter 2018



1st Quarter 2018