Updating with 3rd quarter letters. Have fun reading.
3rd Quarter 2021
| Fund Name | Date | Stocks Mentioned |
|---|---|---|
| East72 Holdings | 10/08/2021 | $ANSLY, $APPEF, $BOWX, $FRPH, $MAC, $LLC.AX |
| Vltava Fund | 10/08/2021 | $WLTW |
2nd Quarter 2021
1st Quarter 2021
4th Quarter 2020
3rd Quarter 2020
- 1 Main Capital Partners - ($LMB)
- Alger Mid Cap Focus Fund - ($PENN, $ZM, $DKNG, $VAPO, $MIDD, $VERX)
- Alger Small Cap Focus Fund - ($NTRA, $CYRX, $VEEV, $AYX, $EHTH, $PRO).
- Alger Spectra Fund
- Alphyn Capital Management
- Alta Fox Capital Management - ($CLCT)
- Andaz Private Investments
- Andvari Associates -($GLIBA, $LBRDA, $CSGP, $TYL)
- Appleseed Fund
- Argosy Investors - ($TIG, $TAP, $XPO, $HEI, $CIGI).
- Ariel Funds - ($BAP, $FLIR, $NOV, $MTN).
- Arquitos Capital
- Arisaig Partners
- Artisan Global Discovery Fund
- Artisan International Value Fund
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artisan Value Fund
- Artko Capital - ($NTIC, $PBPB, $FTK)
- Baron Asset Fund
- Baron Discovery Fund - ($PRPL, $VITL, $PACB, $BLI, $AFIB, $MEG, $AEIS).
- Baron FinTech Fund - ($SQ, $NVEI.TO).
- Baron Growth Fund - ($AMWL).
- Baron Health Care Fund
- Baron Opportunity Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Bernzott Capital Advisors - ($SSTK, INOV, $WSC, $EPAY, $SP, $CSOD)
- Bireme Capital
- Black Bear Value Partners - ($AWI, $AN, $BRK.B, $PSX, $TPL)
- Blue Tower Asset Management - ($BERY)
- Bonsai Partners - ($RDBBF, $PHPYF, $MU, $GNSS, $TSM).
- Bronte Capital
- Brown Capital Management Mid Company Fund - ($CRL, $BFAM, $JKHY, $RP)
- Brown Capital Management Small Company Fund - ($IRTC, $VEEV, $AYX, $PRO)
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Carillon Eagle Mid Cap Growth Fund
- Cartenna Capital - ($FDX, $LAD, $LEA)
- Cedar Creek Partners
- Choice Equities Fund - ($APPS, $PINS, $MGNI, $SIC).
- Compound Everyday Capital
- Comus Investments
- Cooper Investors Global Equity Fund (Hedged)
- Cooper Investors Global Equity Fund (Unhedged)
- Crestcat Capital
- Curreen Capital - ($CNDT).
- Del Principe O’Brien Financial Advisors - ($BRK.B, $ROP, $DHR, $MC, $ICE)
- Desert Lion Capital
- Distillate Capital
- DMZ Partners
- Donville Kent Asset Management
- Ensemble Fund - ($CMG, $ISRG. $NVR, $BR, $FRC, $NVR).
- Evermore Global Value Fund
- Ewing Morris - ($KAI)
- First Eagle Global Value
- FMI All Cap Equity - ($CMCSA, $DLTR).
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- FPA Capital Fund - ($NCR, $AGCO, $CNOM, $CNC)
- FPA Crescent Fund
- Goehring & Rozencwajg
- Greenhaven Road Capital - ($PAR, $KKR, $APPS, $ESTC, $ROKU, $AEYE, $APG, $NLS, $BNED)
- Greenlight Capital
- GreenWood Investors
- Greystone Capital Management - ($RICK, $RMNI, $CRAWA, $RSSS, $PW)
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($AFTPF)
- Heartland Mid Cap Value Fund - ($HLT, $SPB, $FE, $MHK)
- Heartland Opportunistic Value Fund - ($HLT, $CSCO, $BRK.B)
- Heartland Value Fund - ($TSC, $OESX ,$PLAB)
- Heartland Value Plus Fund - ($SPB, $FCFS, $RL)
- Hoisington Investment Management
- Horizon Kinetics - ($TPL)
- L1 International Capital Fund
- L1 Capital Long Short Fund
- Laughing Water Capital - ($USAT, $FREE)
- Longleaf Partners Fund
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- LRT Capital
- Luca Capital
- Madison Dividend Income Fund - ($HON)
- Madison Investors Fund - ($FB)
- Madison Mid Cap Fund - ($ANET)
- Madison Small Cap Fund
- Maran Capital Management - ($FREE, $PCYO, $CLAR)
- Massif Capital
- Mawer Mutual Funds
- McLain Capital
- Merion Road Capital - ($FERGY, $TUESQ)
- Miller/Howard Investments
- Miller Value - Deep Value Strategies - ($NBR, $BBBY, $GME, $SIG, $PBI, $ATCO)
- Miller Value - Opportunity Equity
- Mittleman Global Value Equity Fund
- Myrmikan Capital
- Nelson Roberts Investment Advisors - ($QDEL).
- Nomadic Value - ($UNH, $OHS, $IPOC).
- NZS Capital
- Oakmark Fund - ($CBRE, $KDP)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management - ($LEU)
- Palm Valley Capital Fund
- Polen Capital - Focus Growth - ($UNH, $ISRG, $CRM, $REGN).
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth - ($PINS, $AAPL, $AMZN, $EXAS, $ISRG, $ILMN, $AMT, $ADSK)
- RiverPark Long/Short Opportunity Fund
- Rowan Street Capital - ($BABA)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Selcouth Capital Management
- Sequoia Fund
- Silver Ring Partners
- Smead Value Fund
- Spree Capital - ($IAC, $ANGI, $PINS)
- St. James Investment Company
- Steel City Capital - ($LSYN, $ATEX. $SATS, $EBAY, $TCP, $TRUP, $HBI, $OLLI)
- Summers Value Fund - ($EMIS, $ELMD, $PRSC, $ASRT)
- Tao Value - ($BEKE, $WORK, $API)
- Tidefall Capital Management - ($FB, $NFLX, $MTCH)
- Third Avenue Real Estate Value Fund - ($FNMA, $CBRE, $AMH).
- Third Avenue Small-Cap Value Fund - ($HBB)
- Third Avenue Value Fund
- Third Point
- Tollymore Investment Partners - ($TRUP, $FTCH).
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management - ($BFAM)
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- Wedgewood Partners - ($FRC, $NVDA, $V, $PYPL)
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital - ($GOOG, $GT)
- Worm Capital
2nd Quarter 2020
- 1 Main Capital Partners - ($HBI)
- Adestella Investment Management - (WSE:LVC)
- Akre Focus Fund
- Alger Mid Cap Focus Fund - ($QDEL, $DKNG, $MKTX, $INGN, $XPO, $HLIO).
- Alger Small Cap Focus
- Alger Spectra Fund
- Alluvial Capital Management - ($PIOE, $LICT, $NUVR, $RWWI, $CRAWA, $PII, $MMAC, $BUKS, $MHGU)
- Alphyn Capital Management
- Alta Fox Capital Management - ($CLCT, $NLAB)
- Andaz Private Investments
- Appleseed Fund - ($TPIC).
- Ariel Funds - ($JLL, $MSGE, $SWK).
- Arisaig Partners
- Artisan International Value Fund
- Artisan Mid Cap Fund - ($PTON, $CHGG, $IEX, $LSCC, $BURL, $ASND).
- Artisan Small Cap Fund
- Artko Capital
- Askeladden Capital
- Avory&Company
- Baron Asset Fund - ($ZI)
- Baron Discovery Fund - ($AAT, $CAKE, $FOUR, $AEIS, $CYRX, $NARI).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($SWAV, $IMMU, $CYRX).
- Baron Opportunity Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Baron Small Cap Fund - ($CCH, $AXNX, $KTOS, $AZEK)
- Bernzott Capital Advisors - ($CRNC, $CTLT, $EPAY, $PLOW, $SP, $BV, $SPSC, $TWNK)
- Blue Hawk Investment Group - ($MTCH, $EA, $SPLK, $STZ).
- Blue Tower Asset Management - ($EZPW)
- Bonhoeffer Fund - ($AM)
- Bonsai Partners - ($LKQ, $GNSS, $TSM, $PHPYF)
- Boyar Group
- Bronte Capital
- Brown Capital Management Mid Company Fund
- Brown Capital Management Small Company Fund
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Carillon Eagle Mid Cap Growth Fund
- Cedar Creek Partners
- Choice Equities Fund - ($CELH, $APPS, $PINS, $CTRN, $TAST).
- Chou Funds
- Coho Capital - ($SPOT)
- Comus Investments
- Crestcat Capital
- David Capital Partners
- Davis Financial Fund - ($COF, $BK).
- Davis Global Fund
- Davis International Fund
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- Desert Lion Capital
- DF Dent
- Diamond Hill Small Cap Fund
- Distillate Capital
- Donville Kent Asset Management
- Emeth Value Capital - ($BSM)
- Ensemble Fund - ($MASI, $NFLX)
- Evermore Global Value Fund
- First Eagle Global Value
- FMI All Cap Equity
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- Forager Fund - ($CELH)
- FPA Capital Fund
- FPA Crescent Fund
- Giverny Capital Asset Management
- Goehring & Rozencwajg
- Greenhaven Road Capital - ($GOGO, $LE, $IAC, $APPS, $KKR, $ESTC, $PAR)
- Greenlight Capital
- GreenWood Investors
- Greystone Capital Management - ($HIL, $RICK, $APG, $TRRVF, $MIXT
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($AMZN, $SE)
- Heartland Mid Cap Value Fund - ($AAP, $RJF)
- Heartland Select Value Fund - ($CNI, RJF)
- Heartland Value Fund - ($MDC, $PLAB, $NFG)
- Heartland Value Plus Fund - ($SAH, $CCRN, $PCH)
- Hoisington Investment Management
- Horizon Kinetics
- Horos Asset Management
- JDP Capital
- L1 Capital Long Short Fund
- L1 International Capital Fund Capital
- Lakewood Capital Management - ($HDS, $NSP, $ATH, $BLDP, $SLP, $SRNE)
- Laughing Water Capital
- Lightsail Capital
- Longleaf Partners Fund
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- Madison Dividend Income Fund - ($MMM)
- Madison Investors Fund - ($MMC)
- Madison Mid Cap Fund - ($IT, $LH, $MC).
- Madison Small Cap Fund
- Maran Capital Management - ($IAC)
- Mar Vista Investment Partners - ($APH)
- Massif Capital - ($HES, $RUN, $GOLD).
- Mawer Mutual Funds
- Merion Road Capital - ($TRNS)
- Miller Value Fund - ($BBBY, $NBR, $TMHC, $DXC).
- Mittleman Global Value Equity Fund - ($CRMLF, $CAR, $CCL, $REV, $CPXGF, $AZTEF)
- MPE Capital - ($WIX, $BRBOF).
- Nelson Roberts Investment Advisors - ($DOCU).
- Nomadic Value Investment Partners
- NZS Capital
- Oakmark Fund - ($RGA, $GD, $TMUS)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management - ($FLGT).
- Pabrai Funds
- Palm Valley Capital Fund
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth Fund - ($SNAP, $SHOP, $BILL, $AMZN, $TWLO, $CME, $IQV, $ZTS, $APO, $KKR, $MTN).
- RiverPark Long/Short Opportunity Fund
- RiverPark/Wedgewood Fund - ($BKNG, $BMT, $FB, $FLT)
- RLT Capital
- Rowan Street Capital - ($SPOT)
- RV Capital
- Saga Partners
- SaltLight Capital - ($COH.JO, CTK.JO)
- Sequoia Fund
- Saturna Capital - AmanaFunds
- Silver Ring Value Partners
- Smead Value Fund
- Spree Capital - ($STNE, $WIX).
- SRK Capital
- St. James Investment Company
- Summers Value Fund - ($EMIS, $BSTC)
- Tao Value - ($PDD, $YY, $AVLR, $CIH)
- TGV Partners Fund
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund - ($WASH, $CKH)
- Third Avenue Value Fund - ($BKRIF, $IFSPF, $LUNMF, $CSFFF).
- Third Point - ($BABA, $JD, $AMZN, $DIS, $PUK, $SPGI)
- Tidefall Capital Management
- Tollymore Investment Partners
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management - ($RBA)
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- Wedgewood Partners - ($AAPL, $BKNG, $BMY, $FB, $FLT)
- Weitz Hickory Fund - ($DLB)
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- Worm Capital
1st Quarter 2020
- 1 Main Capital Partners - ($GMS)
- Akre Focus Fund
- Alger Mid Cap Focus Fund
- Alger Small Cap Focus Fund - ($EVBG, $EHTH, $QDEL, $CMD, $HSKA, $TCMD)
- Alger Spectra Fund - ($AMZN, $NVDA, $NFLX, $CBOE, $FB, $APPL, $V, $MDB).
- Alluvial Capital Management
- Alphyn Capital Management - ($EXXRF, $BAM, $KKR, $BRFRF, $WANSF, $CDAY, $CFX, $OSSIF).
- Alta Fox Capital Management - ($MMMB, $EVVTY, $GMMNF)
- Andaz Private Investments
- Andvari Associates
- Appleseed Fund - ($HRTX, $NLY).
- Arquitos Capital - ($MMAC, $SYTE, $WEDXF)
- Ariel Funds - ($KMT, $NVST, $PGR).
- Arisaig Partners
- Artisan International Value Fund - ($BABA, $TCOM, $SLB, $TS, $SU, $SNE, $DANOY, $CNHI).
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artko Capital
- Askeladden Capital
- Baron Asset Fund
- Baron Discovery Fund - ($INGN, $QLYS, $FND, $SIEN, $PAR, $TXMD, $EVBG, $KTOS, $PENN, $AXNX).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund
- Baron Partners Fund
- Baron Real Estate Fund
- Baron Small Cap Fund
- Bernzott Capital Advisors - ($CTLT, $MEDP, $SP, $CNK, $PLOW, $CRNC, $TREE, $SERV).
- Bireme Capital - ($HCA, $BKNG, $WFC, $RICK, $KRG)
- Blue Hawk Investment Group - ($MSFT, $MTCH, $NFLX, $EA, $INTU, $ISRG, $V, $FB, $CHTR, $FND, $STZ, $NYT, $SPLK, $LULU).
- Blue Tower Asset Management
- Bonhoeffer Fund
- Boyar Group
- Brown Capital Management Mid Company Fund - ($DXCM, $SHOP, $NCLH, $BFAM, $TDOC)
- Brown Capital Management Small Company Fund - ($QDEL, $VEEV, $MANH, $PRO, $PLAN, $DDOG, $KIDS, $INCY).
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Broyhill Asset Management
- Carillon Eagle Mid Cap Growth Fund
- Compound Everyday Capital
- Comus Investments
- Crestcat Capital
- Desert Lion Capital
- Diamond Hill Small Cap Fund
- Distillate Capital
- Donville Kent Asset Management
- Elliot Management
- Ensemble Fund
- Evermore Global Value Fund
- Ewing Morris
- Firebird Management
- First Eagle Global Fund
- First Eagle Global Value
- FMI All Cap Equity
- FMI International Equity
- FMI Large Cap Equity
- FMI Small Cap Equity
- FPA Capital Fund - ($NBL, $VNOM, $ISBC)
- FPA Crescent Fund
- Fundsmith Equity Fund
- Giverny Capital Asset Management - ($GOOG, $GOOGL, $KMX, $BRK.B, $PGR, $SCHW, $SSNC, $HEI, $MKL, $ANET)
- Greenhaven Road Capital - ($SHSP, $APPS, $KKR, $PAR, $KLR, $CSSE, $OPT)
- GreenWood Investors
- Goehring & Rozencwajg
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity
- Harding Loevner Global Small Companies
- Hayden Capital - ($IBKR, $CVNA)
- Heartland Mid Cap Value Fund - ($WU, $PXD, $AAP)
- Heartland Select Value Fund - ($GRC, $CALM, $JNJ)
- Heartland Value Fund - ($MDU, $MDC,$EVTC)
- Heartland Value Plus Fund - ($IDCC, $HTLD)
- Hoisington Investment Management
- Horizon Kinetics - ($BA, $ADM, $CRL, $ICE, $BTC).
- Horos Asset Management - ($TGP, $TK, $GLNG, $AER, $NPSNY).
- Huffman Prairie
- JDP Capital - ($SPOT, $STNE, $XPO)
- Laughing Water Capital
- Lightsail Capital
- Lindsell Train- ($WWE, $DIS, $DEO, $BF.A, $EBAY, $PYPL, $INTU)
- Longleaf Partners Fund - ($H, $DD, $CTL, $CNHI, $PK, $CKHUY, $MAT).
- Longleaf Partners Global Fund
- Longleaf Partners International Fund
- Longleaf Partners Small-Cap Fund
- LRT Capital
- Madison Dividend Income Fund
- Madison Investors Fund
- Madison Mid Cap Fund - ($CSL).
- Maran Capital Management
- Massif Capital
- Mawer Mutual Funds
- Merion Road Capital - ($CPRT, $EVBG, $RMCF)
- Moneta Long Short A
- Moneta MultiCaps C
- Nelson Roberts Investment Advisors - ($GSK)
- Oakmark Fund - ($AXP, $MTCH, $PINS, $WDAY)
- Oakmark Select Fund
- Oakmark Global Fund
- Old West Investment Management
- Open Square Capital
- O’Shaughnessy Asset Management
- Palm Valley Capital Fund - ($AAP, $AGI, $BHE, $CRI, $CASS, $DKS, $EZPW, $GENC, $HCSG, $HP, $SLV, $KELYA, $OR, $SCHL, $SKX, $SP, $SYKE, $UNF, $UG, $WMK).
- Polen Capital - Focus Growth - ($ABT, $BKNG, $FB, $ORLY, $ADSK, $REGN).
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- Rhizome Partners
- RGA Investment Advisors - ($NUAN)
- RiverPark Large Growth Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT).
- RiverPark Long/Short Opportunity Fund - ($SNAP, $PINS, $UBER, $SHOP, $BILL, $DXCM, $RNG, $LMT, $COST, $APO, $KKR)
- RiverPark/Wedgewood Fund - ($FAST, $KEYS, $MSFT, $ROSS).
- Rowan Street Capital
- Saga Partners - ($AYX $CVNA $DBX $FB $LGIH $LIMAF $TTD $TRUP $VSEC $WIX)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Semper Vic Partners
- Sequoia Fund
- Smead Value Fund
- SRK Capital
- St. James Investment Company
- Steel City Capital
- Summers Value Fund
- Tao Value - ($GILD, $CACC, $ADS, $NXRT, $$BILI)
- Templeton and Phillips Capital Management
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund - ($CALM, $CET, $BATRA, $BATRK).
- Third Avenue Value Fund - ($BMWYY, $DB, $IFSPF, $HA, $ORI, $FDX, $VNO)
- Third Point
- Tidefall Capital Management
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Upslope Capital Management
- Universa Investments
- Vltava Fund
- Vulcan Value Partners
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- WCM Global Growth
- Wedgewood Partners - ($FAST, $FB, $KEYS, $MSFT, $ROSS, $NVDA, $EA, $BKNG, $EW).
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- White Crane Capital
- Wolf Hill Capital - ($HGV, $MIDD)
- Worm Capital
4th Quarter 2019
- 1 Main Capital Partners - ($ISDR, $RICK, $TSSI, $DPZ)
- 2Point2 Capital
- Admiral Capital Partners Fund - ($CVNA, $GDDY, $GTT).
- Alluvial Capital Management - ($PIOE, $CRAWA, $BUKS, $NUVR, $LICT)
- Alta Fox Capital Management
- Alphyn Capital Management
- Andaz Private Investments
- Andvari Associates
- Appleseed Fund - ($ARDX, $SAVE, $MOS, $SINA, $SNE, $RYAAY).
- Ariel Funds - ($CCL, $NLSN).
- Artisan Global Discovery Fund
- Artisan Mid Cap Fund - ($SWKS, $TW, $CMS, $UA, $ABMD, $ZS, $BURL, $AMD, $ANET, $SERV, $DXCM).
- Artisan Small Cap Fund
- Artisan Value Fund
- Artko Capital - ($MO, $REPH, $GAIA, $RSSS)
- Askeladden Capital
- Baird MidCap Fund
- Baron Asset Fund - ($DXCM, $SAGE).
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($TMO, $ZBH)
- Baron Discovery Fund - ($PGNY, $ESPR, $SIEN, $SITE, $ICHR, $TXMD, $MRCY, $FSCT, $TCMD, $SCPPF, $OLLI, $BRP, $CDNA).
- Baron Partners Fund
- Baron Small Cap Fund
- Baron Real Estate Fund
- Bernzott Capital Advisors - ($EPAY, $PLOW, $LOGM, $MG, $MIK, $CNK, $CTLT, $EPAM, $AGS).
- Bireme Capital - ($KRG, $DNKN)
- Blue Hawk Investment Group
- Blue Tower Asset Management
- Boyar Group
- Brown Capital Management Mid Company Fund
- Brown Capital Management Small Company Fund - ($VEEV, $GKOS, $TNDM, $SMAR).
- Brown Capital Management International Equity Fund
- Brown Capital Management International Small Company Fund
- Broyhill Asset Management
- Bumbershoot Holdings
- Carillon Eagle Mid Cap Growth Fund
- Citron Capital - ($RH, $PTON).
- Coho Capital
- Comus Investment
- Cooper Investors Global Equities Fund - ($YUMC, $FRRVF, $PTC)
- Curreen Capital
- Dan Wang
- Davis Financial Fund.
- Davis Global Fund
- Davis International Fund
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- DF Dent Midcap Growth - ($ODFL, $TWLO, $VEEV, $ANSS, $MCO, $CBRE, $VRSK, $VMC, $MKL).
- DF Dent Small Cap Growth
- Diamond Hill Small Cap Fund
- Donville Kent Asset Management
- East 72 Holdings
- Edgebrook Partners - ($APEUF)
- Ensemble Fund - ($PAYX, $BR)
- Evermore Global Value Fund - ($IAC, $MTCH, $ANGI, $STNG, $KRA, $ENZ).
- Ewing Morris Dark Horse - ($LQSIF)
- Ewing Morris Opportunities Fund
- FPA Capital Fund
- Fundsmith Equity Fund
- Gator Capital Management
- Giverny Capital
- GoodHaven Fund
- Greenhaven Road Capital
- Greenlight Capital - ($AER, $AGO, $ATC, $BHF, $CC, $GM, $GRBK, $NFLX, $DXC).
- GreenWood Investors
- Harding Loevner Global Equity
- Harding Loevner International Equity
- Harding Loevner International Small Companies Equity - ($GUZOF, $ALICORC1, $PGENY).
- Harding Loevner Global Small Companies
- Hayden Capital - ($SE).
- Heartland Mid Cap Value Fund - ($LEG, $EXC, $UMBF)
- Heartland Select Value Fund - ($SCHW, $GTS, $CONE).
- Heartland Value Fund - ($TBBK, $AMRC)
- Heartland Value Plus Fund - ($ASB, $PAHC)
- HGC Investment Management - ($GSAC, $DEAC).
- Hoisington Investment Management
- Horizon Kinetics
- Horos Asset Management
- Huffman Prairie - ($PKE)
- L1 Capital International Fund
- Laughing Water Capital
- Lindsell Train
- Long Cast Advisers - ($INS, $QRHC, $CTEK, $SFE, $PESI)
- Longleaf Partners Fund
- Lyrical Asset Management
- Maran Capital Management - ($CLAR, $RNGR, $SDI).
- Martin Capital Management
- Massif Capital
- Merion Road Capital - ($TTWO, $ODP)
- Miller Value Fund - ($FTCH, $ET, $CDEV).
- Moneta Long Short A
- Moneta MultiCaps C
- MPE Capital - ($CACC).
- Nelson Roberts Investment Advisors - ($IBM)
- Oakmark Global Select Fund
- Old West Investment Management - ($GOLD)
- O’Shaughnessy Asset Management
- Palm Harbour Capital
- Palm Valley Capital Fund
- Parnassus Core Equity Fund
- Parnassus Mid Cap Fund
- Polen Capital - Focus Growth - ($ALGN, $CRM, $ABT, $NOW, $ORCL).
- Polen Capital - Global Growth - ($MSFT, $BABA, $ABT)
- Polen Capital - International Growth
- Polen Capital - International Small Company Growth
- Polen Capital - U.S. Small Company Growth
- RF Capital Management
- RGA Investment Advisors - ($ANGI, $DBX, $GRUB, $TWTR)
- RiverPark Large Growth Fund - ($AAPL, $UNH, $BX, $MSFT, $ADSK, $SDC, $TWTR, $NOC, $TDC, $TWLO).
- RiverPark Long/Short Opportunity Fund
- RiverPark/Wedgewood Fund - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
- RLT Capital
- RMB Fund
- RMB Small Cap Fund
- RMB SMID Cap Fund
- Saber Capital Management
- Saga Partners - ($TTD, $LIMAF, $FB, $LGIH, $VSEC, $CVNA)
- Saturna Capital
- Saturna Capital - AmanaFunds
- Saturna Capital - Sextant Funds
- Semper Augustus
- Sequoia Fund
- Silver Ring Value Partners
- Smead Value Fund
- Social Capital
- Spree Capital - ($RST, $MTCH, $FERGY).
- Summers Value Fund - ($TARO, $EGRX, $ELMD)
- Tao Value
- TGV Rubicon Fund
- Third Avenue Real Estate Value Fund - ($GPOR.L, $HHC, $PSA, $VNO, $SRG, $FPH).
- Third Avenue Small-Cap Value Fund
- Third Avenue Value Fund - ($BMWYY, $DB, $MAC).
- Third Point
- Turtle Creek Equity Fund
- Tweedy, Browne Funds
- Tyro Capital Management - ($MO, $REPH, $SKY, $SMCI, $MTCH, $UBSFF, $BXC, $MYOV)
- Upslope Capital Management - ($FOCS, $DLTR)
- Vilas Fund
- Vltava Fund
- Wasatch Core Growth Fund
- Wasatch Micro Cap Fund
- Wasatch Micro Cap Value Fund
- Wasatch Small Cap Growth Fund
- Wasatch Small Cap Value Fund
- Wasatch Ultra Growth Fund
- WCM Global Growth
- Wedgewood Partners - ($GOOG\$GOOGL, $BKNG, $CPRT, $FLT, $SPGI, $TSCO).
- Weitz Hickory Fund
- Weitz Partners III Opportunity Fund - ($SIRI, $LSXMB, $EVREF).
- Weitz Partners Value Fund
- Weitz Value Fund
- White Brook Capital
- White Crane Capital
- Wolf Hill Capital - ($CNR, $REGI, $WTSHF)
- Worm Capital
3rd Quarter 2019
- Alluvial Capital Management - ($SYCRF, $LICT, $NUVR, $APTL, $NORSA, $PIOE, $MHGU, $ITD.IM, $EDAC.IM, $SIO.IM)
- Alphyn Capital Management
- Alta Fox Capital Management - ($KRMD, $KYYWF, $STKS)
- Andaz Private Investments - (CBS.B, $VIAB)
- Andvari Associates
- Appleseed Fund - ($SINA, $WB, $MOS, $SAVE, $ARDX, $SNE, $RYAAY)
- Arquitos Capital - ($MMAC, $WEDXF)
- Ariel Funds - ($BX, $BWA, $DIFTY, $ZBH)
- Artisan Mid Cap Fund - ($ALXN, $EXAS, $GDI, $GWRE, $CTLT, $BURL, $PAGS, $LHX, $ANET, $ASND)
- Artisan Small Cap Fund
- Artko Capital - ($FTK, $LEAF, $SKY, $USAT, $EEI, $SPAR)
- Askeladden Capital
- Baron Asset Fund - ($CCC)
- Baron Focused Growth
- Baron Growth Fund
- Baron Health Care Fund - ($TMO, $ZBH)
- Baron Discovery Fund - ($TXMD, $FND, $TREX, $MRCY, $KNSL $VRAY, $SILK, $BE, $CDNA, $TPIC, $MDLA, $PING, $WMS, $VRNS, $INGN)
- Baron Partners Fund
- Baron Small Cap Fund - ($CDAY, $CCC, $COLD)
- Bernzott Capital Advisors - ($MINI, $SP, $PLOW, $OI, $AGS, $QUOT,$ CTLT, $EPAM, $KN, $CLDR, $AGS, $GNRC)
- Bireme Capital - ($HCA, $COKE)
- Blue Hawk Investment Group - ($SFIX, $GRUB, $MTCH, $NFLX)
- Blue Tower Asset Management - ($EZPW)
- Bonhoeffer Capital Management - ($TOO, $CAMB.LN)
- Brown Capital Management Small Company Fund - ($TYL, $MANH, $ABMD, $INGN)
- BrownCapitalManagement Mid CompanyFund - ($EW, $TYL, $ALGN, $ULTA, $MKTX, $CRL, $JBHT)
- BrownCapitalManagement International Equity Fund - ($CZMWF, $ESLOY, $QGEN, $IPSEF, $MONOY)
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund ($RUBI, $BXC, $HOME, $QMCO)
- Compound Everyday Capital
- Compound Money Fund
- Comus Investment
- Cooper Investors Global Equities Fund - ($IPGLF, $NVST, $A, $FRC)
- Curreen Capital - ($GTX, $KTB, $MFGP, $BLD)
- Davis Financial Fund
- Davis Global Fund - ($JD, $AMAT)
- Davis New York Venture Fund
- Del Principe O’Brien Financial Advisors
- Desert Lion Capital
- Diamond Hill Small Cap Fund
- East 72 Holdings - ($ECVTF, $DTLA, $FFXDF, $VULC, $PICO)
- Ensemble Fund - ($MA, $TIF)
- Evermore Global Value Fund
- Ewing Morris
- Fiduciary Management FMI Large Cap - ($HDS)
- Firebird Management - ($LNC, $GES)
- Focused Compounding Capital Management - ($NC, $CSVI, $TPHS, $KEWL, $MLP)
- Forager Fund
- FPA Crescent Fund
- FPA Capital Fund - ($AMBA, $NBL, $DAN, $IDCC)
- Gator Capital Management
- Greenhaven Road Capital - ($NTDOY, $CSSE, $KKR, $BXC, $APPS, $PAR, $SHSP, $GIGRT, $GIGWS)
- Greenlight Capital - ($NFLX, $TSLA, $CC)
- GreenWood Investors
- Goehring & Rozencwajg
- Hayden Capital - ($CACC)
- Heartland Mid Cap Value Fund
- Heartland Select Value Fund - ($SAFM, $MHK, $CVS)
- Heartland Value Fund - ($VST, $LNDC)
- Heartland Value Plus Fund
- Heller House Opportunity Fund - ($SHOP $WORK $ROKU)
- Horizon Kinetics
- Lightsail Capital Management
- Lindsell Train
- Long Cast Advisers - ($QRHC, $PSSR, $SIFY, $INS, $CTEK, $TBTC)
- Longleaf Partners Fund - ($CTL, $GOOG, $GOOGL, $CMCSA, $GE, $FDX, $FRFHF)
- Maran Capital Management - ($CLAR, $RCMT)
- Massif Capital - ($DO, $TOO, $EAF, $DE, $UNP, $CSX, $NCLH)
- Merion Road Capital - ($HXL, $IAA, $TRNS)
- Meson Capital
- Mittleman Brothers
- Nelson Roberts Investment Advisors - ($SIVB, $SCHW, $AKAM, $PFE, $DLR)
- Oakmark Global Select Fund - ($GOOG, $CHTR, $DDAIF, $APA)
- Old West Investment Management
- Palm Valley Capital Fund - ($CRD.B, $CRD/B, $GENC)
- Polen Capital - Focus Growth - ($ALGN, $IT, $MSCI)
- Polen Capital - Global Growth - ($ALGN, $ABT, $SGSOY)
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth - ($TREX, $FND, $LMAT, $FOXF, $OLLI, $TREE, $APPF, $ALTR)
- Polen Capital - International Small Company Growth
- Rangeley Capital - ($CHTR)
- RF Capital Management - ($FL, $GAPFF, $ZAGG, $GME, $GTX)
- RGA Investment Advisors
- RiverPark Large Growth Fund - ($GOOG, $BX, $AAPL, $NOC, $EQIX, $EXAS, $ALGN, $AMZN, $SDC, $ULTA, $TWLO)
- RMB Core Equity Fund
- Rockvue Capital - ($UAA, $FOX)
- Saber Capital Management
- Saga Partners - ($VSEC)
- Seven Canyons World Innovators
- Spree Capital - ($CFX, $CARS)
- SRK Capital
- Summers Value Fund - ($SLGD, $BSTC, $ELMD)
- Tao Value
- Third Avenue Real Estate Value Fund - ($CLNY, $GWW, $HNGKY)
- Third Avenue Small-Cap Value Fund - ($CTB, $SAFM)
- Third Avenue Value Fund
- Third Point Offshore Fund - ($ESLOY, $SNE)
- Tollymore Investment Partners - ($GRUB)
- Tweedy, Browne Fund - ($KRNTY, $FOX $FOXA, $TBABF, $BIDU)
- Upslope Capital Management - ($IT)
- Vilas Capital
- Vltava Fund - ($BRK.A, $BRK.B, $SBRCY, $BMWYY)
- Wedgewood Partners - ($CDW, BRK.B, $NVDA, $ULTA)
- Weitz Value Fund
- White Brook Capital - ($BOX, $GRPN)
- Worm Capital
- Alluvial Capital Management - ($SYCRF, $NUVR, $MMAC, $RAMPF, $CLWY, $CMLS, $FTR)
- Alphyn Capital Management
- Alta Fox Capital Management - ($PAYS, $KWS, $NTDOY)
- Andvari Associates - ($MLAB, $UPLD, $APPN, $BL, $WDAY, $TYL)
- Appleseed Fund - ($CRTO, $SINA)
- Ariel Funds - ($LAZ, $TAP, $MTSC)
- Arquitos Capital - ($SYTE, $MMAC)
- Artisan Mid Cap Fund
- Artisan Small Cap Fund
- Artko Capital - ($CCNI, $JYNT, $WFCW, $FLL, $NRCGW)
- Askeladden Capital - ($FC, $AER, $DLTH, $LGIH, $SFM, LQDT)
- Baron Growth Fund - ($CSGP, $MSCI, $IDXX, $SSNC, $BNFT, $IRDM, $FDS, $ACGL, $RRR, $TWOU, $CVET, $ADPT, $ALEC)
- Baron Focused Growth - ($CSGP, $FDS, $ACGL, $CHH, TSLA, $BNFT, $MANU)
- Baron Small Cap Fund - ($IDXX, $JBT, $SITE, $TTD, $BFAM, $GTT, $RRR, $CISN, $PRA, $CVET, $TREX)
- Bernzott Capital Advisors - ($CTLT, $GNRC, $BV, $CLDR, $SSTK, $MIK, $EPAM, $SNPS, $LOGM, $INOV, $CARB, $MINI)
- Bireme Capital
- Blue Hawk Investment Group - ($MTCH, $GRUB, $TRIP)
- Blue Tower Asset Management - ($CNR)
- Bonhoeffer Capital Management - ($TOO, $GTN)
- Brown Capital Management Small Company Fund
- BrownCapitalManagement Mid CompanyFund
- BrownCapitalManagement International Equity Fund
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund - ($DEST, $BXC, $PAR)
- Coho Capital - ($GDDY)
- Comus Investment
- Cooper Investors Global Equities Fund - ($FISV, $FRRVY, $FRRVF, $TTNDY)
- Curreen Capital - ($KTB)
- Desert Lion Capital
- East 72 Holdings - ($AFTPF, $ADS)
- Ensemble Fund - ($BR, $SBUX, $FAST, $FRC, $GOOG)
- Evermore Global Value Fund - ($DIS, $BORR, $STING)
- Ewing Morris
- Fiduciary Management FMI Large Cap
- Firebird Management - ($BV, $KSS)
- Focused Compounding Capital Management - ($NC, $CSVI)
- FPA Crescent Fund - ($ALGT, $XEC, $MKSI)
- FPA Capital Fund - ($ALGT, $XEC, $MKSI)
- Greenhaven Road Capital - ($KKR, $APPS, $PAR, $SHSP, $ETSY, $NTDOY)
- Greenlight Capital
- GreenWood Investors
- Hayden Capital - ($CMPR, $JD)
- Heartland Value Fund - ($RDN, $VST, $CALX)
- Lightsail Capital Management
- Long Cast Advisers - ($QRHC, $DAIO, $SIFY, $INS, $CTEK, $TBTC)
- Longleaf Partners Fund - ($CMCSA, $GE, $AMG, $CTL, $HCMLY\$HCMLF, $CHKGF, $CNHI, $FDX, $MAT, $CNX) - ($CBLLF, $DE)
- Maran Capital Management - ($CLAR, $WLK, $BXC, $SVIN, $BH)
- Mar Vista Investment Partners
- Massif Capital - ($CBLLF, $DE)
- Merion Road Capital - ($IAA, $KAR, $MHH)
- Mittleman Brothers
- MPE Capital
- Nelson Roberts Investment Advisors - ($ROP, $DLR, $PFE)
- Palm Valley Capital Fund - ($CRD.A\$CRD.B, $CWGL, $NGS, $WMK, $UG, PTVCA\PTVCB, $AE, $DOX, $SCHL, $GENC)
- Pershing Square Holdings
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- Polen Capital - International Small Company Growth
- RGA Investment Advisors
- Rhizome Partners
- RiverPark Large Growth Fund - ($ADBE, $AMZN, $FIVE, $ISRG, $GOOG\$GOOGL, $FB, $AAPL, $BX, $EXAS, $MSFT, $DIS, $PANW, $TDC, $ADSK, $COG)
- Rockvue Capital - ($EAF, $TH, $UAA)
- RV Capital
- Saber Capital Management - ($FB, $WFC)
- Saga Partners - ($TTD, $LIMAF, $FB, $TRUP, $UA)
- Spree Capital - ($CVET, $BB, $QCOM)
- Stanphyl Capital Management - ($TSLA, $AVNW, $WSTL)
- Summers Value Fund - ($EGRX, $BSTC, $ELMD)
- Third Avenue Real Estate Value Fund
- Third Avenue Small-Cap Value Fund
- Third Avenue Value Fund
- Tollymore Investment Partners - ($BID)
- Upslope Capital Management - ($FLIR, $HGV, $COKE, $PACK)
- Vltava Fund - ($AN)
- Wedgewood Partners - ($ALC, $BRK.B, $SCHW, $CTSH, $EA, $MSI, $ODFL)
- Weitz Value Fund
1st Quarter 2019
- Alluvial Capital Management - ($NUVR, $LICT, $APTL, $IEHC, $HICKA)
- Alta Fox Capital Management - ($TPNL - $PAYS, $JYNT, $RMBL, $STKS). Full Pitch on $STKS)
- Andvari Associates - ($UPLD, $TLRA, $WDAY, $V, $MA, $TYL, $MKL)
- Appleseed Fund - ($SKM, $ERJ)
- Ariel Funds - ($AXE, $KMX, $ZBRA)
- Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
- Artko Capital - ($REPH, $NRCGW, $GAIA, $EEI, $LEAF)
- Baron Funds
- Baron Growth Fund - ($CSGP, $MSCI, $SSNC, $IRDM, $ANSS, $NEOG)
- Baron Focused Growth - ($CSGP, $FDS, $H, $IRDM, $GWRE, $TSLA, $BNFT, $CHH)
- Baron Small Cap Fund - ($TTD, $TDG, $FND, $GWRE, $HUD, $OEC, $PRTY, $BJRI, $CCC, $OSW, $CCX.U)
- Bernzott Capital Advisors - ($EPAM, $SSTK,$VRNT, $MIK, $QUOT, $MG, $BV)
- Bluehawk Investors - ($MTCH, $FND)
- Bireme Capital - ($AAPL, $BKNG)
- Brown Capital Management Small Company Fund
- BrownCapitalManagement Mid CompanyFund
- BrownCapitalManagement International Equity Fund
- BrownCapitalManagement International Small Company Fund
- Choice Equities Fund - ($RUBI, $USX)
- Compound Everyday Capital
- Comus Investment
- Cooper Investors Global Equities Fund - ($SHMZF, $APH, $FRRVY, $FRRVF, $DHR, BAM, $SAPIF)
- East 72 Holdings - ($ING, $MKL, $Y)
- Ensemble Fund - ($LSTR, $GOOG, $GOOGL)
- Evermore Global Value Fund - ($BDRBF, $KRA)
- Ewing Morris
- FPA Crescent Fund
- FPA Capital Fund
- Greenhaven Road Capital - ($PAR, $APPS, $KKR, $ETSY, $SHSP, $BOX, $EVI, $FCAU, $CSSE)
- Greenlight Capital
- GreenWood Investors
- Harding Loevner Global Small Cap Equities
- Harding Loevner Global Equities - ($KHC, $NSRGY, $LYFT, $WBC, $VRTX)
- Heartland Value Fund - ($BRY, $ARAY, $NWPX, $CCS, $FSLR)
- Hayden Capital - ($SE, $ZLPSF)
- Horan Capital Management - ($MTN, $ATVI, $BKNG, $AAPL, $THO, $TCEHY, $GOOG, $FB)
- Horizon Kinetics - ($K, $PEP, $NFLX, $AMZN, $TPL)
- JDP Capital Management - ($XPO, $TK, $SPOT)
- Laughing Water Capital
- Lightsail Capital Management - ($DRTTF)
- Long Cast Advisers - ($INS, $QRHC, $EVI, $CTEK)
- Longleaf Partners Fund - ($GE, $MAT, $WYNN, $CTL, $HCMLY, $CHKGF)
- Maran Capital Management
- Massif Capital
- Merion Road Capital - ($FCPT, $SLGG)
- Midwood Capital Partners - ($NXST, $DRTTF, $RCM, $LMB, $REPH)
- Miller Value Partners
- Nelson Roberts Investment Advisors - ($HD)
- Platinum Asset Management
- Pershing Square Holdings - ($ADP, $QSR, $LOW, $SBUX, $HLT, $UTX, $HHC, $FNMA, $FMCC)
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- Polen Capital - International Small Company Growth
- RGA Investment Advisors - ($GRUB)
- Saber Capital Management - ($AAPL. $FB, $TCEHY)
- Saga Partners - ($TRUP)
- Spree Capital - ($ROKU, $FTDR, $EBAY, $ALRM, $ZAYO)
- Summers Value Fund - ($EGRX, $CVET, $SLGD, $ELAN, $KHTRF)
- Templeton and Phillips Capital Management - ($FFXDF, $HDB)
- Tollymore Investment Partners - ($TRIP, $SE)
- Third Avenue Real Estate Value Fund - ($INTU.L, $NWHM, $JBGS)
- Third Avenue Small-Cap Value Fund - ($AGX)
- Third Avenue Value Fund - ($HCC, $TDW, $EXP, $MHK)
- Upslope Capital Management - ($ATR, $YETI, $BLD)
- WCM Global Growth
- Weitz Investment - An Introduction to CarMax, Inc. - $KMX
4th Quarter 2018
- Alta Fox Capital Management - ($TPNL)
- Alluvial Capital Management - ($NUVR, $MMAC, $RAMPF, $AMNF)
- Andvari Associates - ($MA, $TYL)
- Ariel Funds - ($ATGE, $AMG, $KN)
- Arquitos Capital - ($SYTE, $MMAC, $WEDXF)
- Artko Capital - ($JYNT, $SMED, $AFCN, $USAT, $PRIXQ, $SPAR)
- Baron Funds
- Bernzott Capital Advisors - ($HRC, $TRS, $CLH, $SSTK, $CMP, $CTLT, $EPAY, $MEDP, $ELY, $MIK, $MG, $SRCL)
- Choice Equities Fund - ($RUBI, $DEST, $UA, $CMG)
- Comus Investment
- Cooper Investors Global Equities Fund - ($BAM, $PTC, $SIRI, $PYPL, $HEI)
- East 72 Holdings - ($AER, $EXXRF, $VIRT)
- Ensemble Fund - ($SCHW, $ST)
- Evans and Partners International Fund - ($SKFOF, $RELX, $MMM, $GOOG, $V, $ADDYY, $AON)
- FPA Capital Fund - Annual Report
- FPA Crescent Fund
- Fundsmith Equity Funds - ($PM, $FB, $SBUX, $MSFT) - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
- Goodwood Funds - ($GCGMF, $WEDXF, $RAMPF, $PDDPF)
- Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $KKR, $YELP, $BOX)
- Greenlight Capital
- GreenWood Investors
- Hayden Capital - ($MPNGF, $CVNA, $JD)
- Heartland Value Fund - ($CCS, $NWPX, $ARAY)
- Lightsail Capital management - ($DRTTF)
- Mittleman Brothers
- MPE Capital
- Nelson Roberts Investment Advisors - ($ZTS)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($ROKU, $CGNX)
- RV Capital
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LGIH, $FB)
- Sebids Capital
- Third Avenue Real Estate Value Fund - ($DLN.L, $WY, $ZION, $PNC Warrants)
- Third Avenue Small-Cap Value Fund - ($CUBI, $MYRG, $ATNI)
- Third Avenue Value Fund - ($DWDP, $DDAIF, $ANFGF)
- Tollymore Investment Partners - ($UHAL, $GYM.LN, $ITEGY, $TRIP, $TRUP)
- Upslope Capital Management - ($EVR, $BLD, $JE.LN, $DLTR, $KWR, $YETI, $MKTX, $TSLA)
- WCM Global
- Weitz Investment
- Wiedower Capital - ($TRUP, $JD, $ISDR)
- Willow Oak Select Fund - ($BEL)
3rd Quarter 2018
- Alta Fox Capital Management - ($XPEL, $TPNL, $UWN)
- Alluvial Capital Management - ($NUVR, $LICT, $OTEL, $MMAC, $CTRA, $BXC, $RAMPF)
- Artko Capital - ($TWNKW, $RSSS)
- Baron Funds
- Bernzott Capital Advisors - ($EPAY, $ELY, $SSTK, $MIK, $PLOW, $GNTX, $OI, $APAM, $QUOT)
- Choice Equities Fund - ($LAWS, $BECN, $BXC, $YELP, $DEST)
- Comus Investment
- Cooper Investors Global Equities Fund - ($FTV, $FERGY, $CCF, $ROP, $FRC, $AMADY, $CMCSA, $SIRI, $AON)
- Ensemble Fund - ($TRUP, $BKNG)
- Greenhaven Road Capital - ($FCAU, $ETSY, $SHSP, $TRIP, $YELP, $EVI, $BOX)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $TRIP, $TI)
- Hayden Capital - ($MKL, $JD)
- Heartland Value Fund - ($TLRY, $BRY, $SRCI, $AXAS, $CCS)
- Longleaf Partners Fund - ($CTL, $BEL, $OCINF)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($PYPL, $WBA)
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
- Third Avenue Real Estate Value Fund - ($BKG.L, $JBGS, $CHKGF)
- Third Avenue Small-Cap Value Fund - ($ATNI, $ASIX, $MYRG)
- Third Avenue Value Fund - ($TDW, $CHKGF, $BZZFF, $DB)
- Upslope Capital Management - ($CWH, $TSLA, $MKTX)
2nd Quarter 2018
- Alta Fox Capital Management - (T$PNL, $XPLT)
- Alluvial Capital Management - ($SYCRF, $SCOO, $NUVR, $MMAC)
- Andvari Associates - ($TTD, $APPN, $TCEHY, $MKTX, $GOOG)
- Ariel Funds - ($LAKE, $TISI, $TGNA)
- Artko Capital - ($EEI, $ROSEW/ROSEU, $WFCF, $FRD)
- Baron Funds
- Bernzott Capital Advisors - ($EPAY, $ELY, $KN, $OI, $APAM, $CNK, $PLOW, $MIK, $CSOD, $EXLS)
- Bonhoeffer Capital Management - ($KT)
- Choice Equities Fund - ($CMG, $REED, $BECN)
- Comus Investment
- Cooper Investors Global Equities Fund - ($SAPIF, $TTNDY, $MKSI, $CMCSA, $PNR, $CIGI, $BAX, $SPGI)
- East 72 Holdings - ($ECVTF, $UCPLF, $ELFIF)
- Ensemble Fund - ($LB, $PBH)
- FPA Capital Fund
- Gator Capital Management - ($AMP)
- Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $YELP, $CSSE)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $TI)
- Heartland Value Fund - ($CCS)
- Laughing Water Capital - ($EZPW, $FCAU, $CDMO, $CWH, $RMNI/$RMNIW)
- Maran Capital Management - ($BH, $CLAR, $SVIN, $LOV)
- MPE Capital
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($EQIX)
- RV Capital - (AddLife, PSG Group)
- Saga Partners - ($TTD, $ESI, $UA, $LIMAF, $LILAK)
- Third Avenue Real Estate Value Fund - ($FPH, $LEN)
- Third Avenue Small-Cap Value Fund - ($ATNI, $SAFM)
- Third Avenue Value Fund - ($HCTPF, $KKWFF, $BCAUY, $HA
- Wiedower Capital - ($JD)
1st Quarter 2018
- Alluvial Capital Management - ($SYCRF, $OTEL, $LICT, $MMAC $BXC)
- Arquitos Capital Management - ($SYTE, $WEDXF)
- Artko Capital - ($HTM, $GAIA, $HDSN, $SKY)
- Ariel Funds - ($KEYS, $MHK, $OAK)
- Bernzott Capital Advisors - ($MINI, $ELY, $EPAY, $CMP, $MIK, $MG)
- Bonhoeffer Capital Management - ($TI, $TOO)
- Comus Investment
- Cooper Investors Global Equities Fund - ($SPGI, $CME, $CMCSA, $SPB)
- Dane Capital Management - ($DSKE, $IEA, $LAZY, $LMB, $YTRA, $EVI)
- Ensemble Fund - ($NFLX, $DNOW)
- FPA Capital Fund - ($WDC, $TEN, $ALGT)
- FPA Crescent Fund
- Greenhaven Road Capital - ($FCAU $ETSY, $TRIP, $EVI, $AINC, $BXC)
- Greenlight Capital
- GreenWood Investors - ($EXXRF, $RYCEY, $VIVHY)
- Laughing Water Capital - ($BXC, $OCN, $TRC, $GHL, $ITI, $GAIA)
- Longleaf Partners
- Maran Capital Management - ($BH, $CLAR, $SVIN, $IAC, $ATTO)
- Platinum Asset Management
- Polen Capital - Focus Growth
- Polen Capital - Global Growth
- Polen Capital - International Growth
- Polen Capital - U.S. Small Company Growth
- RGA Investment Advisors - ($DIS, $RAMP)
- RiverPark Large Growth Fund
- RiverPark Focused Value Fund
- Saga Partners - ($ESI, $LILAK)
- Third Avenue Real Estate Value Fund - ($AKR, $SRG)
- Third Avenue Small-Cap Value Fund - ($FRPH, $WEDXF. $SMHI)
- Third Avenue Value Fund - ($BDRLF, $KKWFF, $BMWYY)
- Vulcan Value Partners