Saturday, January 30, 2021

  Updating with 4th quarter letters. Have fun reading.


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