Letters and Reviews: Full Lists of Investment Letters

2nd Quarter 2023

If you enjoy going through 13-F filings, take look at Q1 2023 and Q2 2023 for the 13-F Fillers i read on regular basis.

Enjoy!!!

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

1st Quarter 2023

Fund Name	Date	Stocks Mentioned
East72 Dynasty Trust	4/03/2023	BAIN.PA VWAGY
St. James Investment Company	4/06/2023
Comus Investments	4/06/2023	1023.HK
Palm Valley Capital Fund	4/06/2023	CRD-A CRD-B MLR GENC
Boyar Value Group	4/07/2023
Vltava Fund	4/07/2023	JFBHF
Leaven Partners	4/08/2023
Richie Capital Group	4/11/2023	PERI FIX MSCI AMT ATEN AMT
LRT Capital	4/11/2023
Myrmikan Research	4/11/2023
Fiduciary Management Inc.	4/11/2023	UNH FBIN BKNG
Gehlen Bräutigam Capital GmbH	4/12/2023	BSFFF GYYMF 0OPA.L SEIGY SKB.DE HLFFF KSB.DE
Rowan Street Capital	4/13/2023	META TTD
Akre Focus Fund	4/13/2023
LVS Advisory	4/13/2023	ABMD-CVR NFLX BJ JYNT GOGO
Heartland Mid Cap Value Fund	4/13/2023	CNC INGR IBKR TDC
Heartland Value Fund	4/13/2023	FIBK CGAU NSA
Heartland Value Plus Fund	4/13/2023	AVNS
Ace River Capital	4/13/2023	RICK HZO
Oakmark Fund	4/13/2023	KR TFC
Oakmark Global Fund	4/13/2023	AIG CGEMY COF COP ICE NVST
Oakmark Global Select Fund	4/13/2023	GOOG AIG GOOG
Oakmark International Fund	4/13/2023	CON.DE GLCNF ERFSF BNTGF
Oakmark International Small Cap Fund	4/13/2023	TMVWY OSP2.DE CIGI KSANF MEDX.SW
Oakmark Select Fund	4/13/2023	SCHW
Cove Street Capital	4/13/2023	LFCR CMP SSP NUVA HNRG LGF.B CLMB GLDD
Artisan Developing World Fund	4/14/2023	SE
Frontaura Global Frontier Fund LLC	4/14/2023
Right Tail Capital	4/14/2023	LAD
Madison Dividend Income Fund	4/14/2023	UPS
Madison Investors Fund	4/14/2023	GOOG USB SCHW
Madison Mid Cap Fund	4/14/2023
Madison Small Cap Fund	4/14/2023	GOOG
Madison Sustainable Equity Fund	4/14/2023	LLY DHR ORCL
1 Main Capital Partners	4/14/2023	DNTL LMB
Atai Capital Management	4/14/2023	ALOT ATVI CABO
The Ithaka Group	4/14/2023	NVDA CRM MSFT ISRG SNOW DXCM
Wedgewood Partners Large Cap Focused Growth	4/14/2023	FRC TPL UNH SPGI META AAPL TSM GOOG
Distillate Capital	4/14/2023
Blue Tower Asset Management	4/17/2023	SCHW
Smead International Value Fund	4/18/2023
Smead Value Fund	4/18/2023
Upslope Capital Management	4/18/2023	FTT.TO
Cooper Investors Global Equity Fund (Hedged)	4/18/2023	BKNG
Cooper Investors Global Equity Fund (Unhedged)	4/18/2023	BKNG
Bernzott Capital Advisors	4/19/2023	GVA ATSG TCBI HLMN PTEN
Old West Capital Management	4/19/2023	AFM BG WLDBF
Merion Road Capital	4/19/2023	MWA WCC RFIL
Miller Income Strategy	4/19/2023	HDELY MSTR JXN VNA.DE MPW VTRS
Miller Deep Value	4/19/2023	MHO NBR GCI
Polen Capital - Global Growth	4/19/2023	ALGN MSFT SAP ABT AMZN TMO MA
Polen Capital - Global SMID Company Growth	4/19/2023	GSHD DAVA ALGN
Polen Capital - International Growth	4/19/2023	TLPFY
Polen Capital - International Small Company Growth	4/19/2023	FQVTF CMPUY KXSCF SVPLF MYTE DAVA JDG.L
Polen Capital - U.S. Small Company Growth	4/19/2023	AZTA WRBY BMBL ALIT DCGO
Polen Capital - U.S. SMID Company Growth	4/19/2023	TTD ETSY WRBY ALGN MPWR
Miller Opportunity Equity	4/19/2023	UBS EXPE
Whitebrook Capital Partners	4/20/2023	GPRE RILY KAR MOS AFYA
Ensemble Fund	4/20/2023	FRC BKNG RACE CMG NVR GOOG
O'Keefe Stevens	4/20/2023
Baron Real Estate Fund	4/20/2023	CBRE BN BX RRR ARE
Baron Discovery Fund	4/20/2023	SITM DKNG CERT
Carillon Eagle Mid Cap Growth Fund	4/20/2023
Carillon Eagle Small Cap Growth Fund	4/20/2023
Praetorian Capital	4/21/2023	JOE
Baron Health Care Fund	4/21/2023	RXDX COO WST DXCM EXAS
Aristotle - Core Equity	4/21/2023	EXPE ZTS
Aristotle - Focus Growth	4/21/2023	ON TSLA
Aristotle - International Equity ADR	4/21/2023
Aristotle - Large Cap Growth	4/21/2023	ON ENPH GTLS BMRN TSLA
Aristotle - Small Cap Equity	4/21/2023	HASI
Aristotle - Small/Mid Cap Equity	4/21/2023	HASI TFX
Aristotle - Value Equity	4/21/2023
Artisan Focus Fund	4/22/2023
Artisan International Value Fund	4/22/2023
Artisan Mid Cap Fund	4/22/2023	MKTX ROK BJ BSY AJG
Artisan Small Cap Fund	4/22/2023	CROX SAIA FOUR MKTX CWAN CDMO
Artisan Value Fund	4/22/2023	PNC USB BAX
L1 Capital Long Short Fund	4/22/2023	PDYPY NCMGY CSCCF BABA BLSFY QBIEY AAPL DOW.AX
Bronte Capital	4/24/2023	UBS FCNCA
Pzena Investment Management	4/24/2023
Hoisington Investment Management	4/24/2023
Alger Weatherbie Specialized Growth Fund	4/24/2023	FSV SPSC VERX CHGG MEG XMTR
Baron Asset Fund	4/25/2023	PWR RGEN
Baron Partners Fund	4/25/2023
Polen Capital - Focus Growth	4/25/2023	CRM UNH NVDA AAPL GOOG ADBE AMZN
Artisan Global Discovery Fund	4/25/2023	WST CWAN NTOIY
L1 International Capital Fund	4/25/2023
Alluvial Capital Management	4/27/2023	HPS-A.TO PX UD.MI EACO SKTP
Cedar Creek Partners	4/27/2023	PDRX BMTX CZBS MFBP SODI ROYTL
Weitz Partners III Opportunity Fund	4/27/2023
Weitz Partners Value Fund	4/27/2023
Weitz Value Fund	4/27/2023
Giverny Capital Asset Management	4/27/2023	SCHW ANET META
Silver Beach Capital	4/29/2023	ECNCF UHAL ALLY FCNCA GRBK
RiverPark Large Growth	4/29/2023	LULU UNH META NVDA UBER AAPL SCHW RNG
RiverPark Long/Short Opportunity Fund	4/29/2023	LULU UNH META NVDA SHOP SCHW
Crestcat Capital	4/29/2023	SCHW
FPA Crescent Fund	4/29/2023	HCMLF
FPA Queens Road Small Cap Value Fund	4/29/2023	SFBS AX
FPA Queens Road Value Fund	4/29/2023
FPA U.S. Core Equity Fund	4/29/2023	META
Alphyn Capital Management	4/29/2023	WANSF EXXRF FRFHF PROSF BUR ENOV KMX BAM
Diamond Hill Small Cap Fund	4/29/2023	SAMG
Curreen Capital	4/29/2023
Baron Emerging Markets Fund	4/29/2023	000858.SZ PRNDY HINDUNILVR.NS TCS.NS 0L2T.L 051910.KS
Baron Opportunity Fund	4/29/2023	META MRVL DXCM GTLB TSLA AMZN INDI
Longleaf Partners Fund	4/29/2023	WBD GE MGM FDX PVH LUMN
Longleaf Partners Global Fund	4/29/2023	WBD GE TIGO FDX MGM LUMN
Longleaf Partners International Fund	4/29/2023	TIGO ACCYY
Longleaf Partners Small-Cap Fund	4/29/2023	OSCR H LUMN
The London Company - Large Cap	4/30/2023	CVX
The London Company - Mid Cap	4/30/2023	SWKS CPRT ENTG MTB UNF HAS CBRE
The London Company - Small Cap	4/30/2023	VNT AQUA TPX LVN MUSA WTM ENOV
The London Company - Small-Mid Cap	4/30/2023	CHDN LW ENTG MBI JKHY STOR MUSA
SouternSun Small Cap	4/30/2023	BCO TKR LOB DAR
SouternSun SMID Cap	4/30/2023	WSO BCO DAR WRK LPX
NZS Capital	4/30/2023
Andvari Associates	4/30/2023	TYL
Alger Small Cap Focus Fund	5/02/2023	HSKA GWRE NTRA XMTR CWAN GTLB
Alger Spectra Fund	5/02/2023	AAPL MSFT NVDA LLY UNH ACHC
Third Avenue International Real Estate Value Fund	5/09/2023
Third Avenue Real Estate Value Fund	5/09/2023	JLL CBRE SVS.L INGEF
Third Avenue Small-Cap Value Fund	5/09/2023	WEDXF FRPH MSGE BATRA
Third Avenue Value Fund	5/09/2023	CMA
Greystone Capital Management	5/10/2023	GFF BSFFF POL SYZLF
Horos Funds	5/10/2023	MG PSHZF EAT.WA
Arch Capital Fund	5/10/2023	HRBR
MCJ Capital Partners	5/10/2023
Headwaters Capital	5/10/2023	FND EYE
Laughing Water Capital	5/10/2023	LFCR
Deep Sail Capital	5/11/2023	MELI LEAT
Nordstern Capital	5/11/2023	STNE ASTL ERJ
Ave Maria Funds	5/11/2023
Baron Fifth Avenue Growth Fund	5/15/2023	TTD META TSLA NET
Rondure Global	5/15/2023
Donville Kent Asset Management	5/15/2023	RTMNF TCX KUT.V GSY.TO CNSWF NVEI VHIBF
Vulcan Value Partners	5/15/2023
Maran Capital Management	5/15/2023	DK RNGR
Silver Ring Value Partners	5/15/2023	OI GTXAP AIM.TO
Massif Capital	5/15/2023	LAC EQX
Saltlight Capital	5/19/2023
Kinsman Oak Equity Fund	5/19/2023	META
Voss Capital	5/15/2023	PLYA ASO ECNCF
Appleseed Fund	5/15/2023	MDT SWK SNV
Tweedy Browne	5/19/2023
Long Cast Advisers	5/19/2023	PESI MTRX
DMZ Partners	5/19/2023
Palm Harbour Capital	5/19/2023	TKAGY
Horizon Kinetics	5/19/2023	PREKF TRC LAND AND.TO
Fairlight Alpha Fund LP	5/19/2023	MFBP CZBS OPRA
McIntyre Partnerships	5/19/2023	STHO MSGE SPHR
Sohra Peak Capital Partners	5/19/2023	DUR.AX
Greenhaven Road Capital	5/19/2023	PAR KKR CLBT APG BUR LFCR BNED
Gator Capital Management	5/23/2023
RiverPark/Wedgewood Fund	5/23/2023
Conestoga Capital Advisors, LLC	5/23/2023	DGII EXPO BSY PCOR
Ariel Trust Funds	5/23/2023	BIDU LESL MSGE SRCL
Bonsai Partners	6/02/2023	HWDJY
Harding Loevner Emerging Markets Equity	6/02/2023	KAKZF GLOB
Harding Loevner Global Equity	6/02/2023	ABBV NOC
Baron FinTech Fund	6/02/2023	IBKR APO
180 Degree Capital Corp.	6/03/2023	PBPB ALTG SNCR IVAC AREN QBTS
RGA Investment Advisors	6/03/2023	CTKB
Third Point Offshore Fund	6/03/2023	UBS GOOGL
Palm Capital	6/03/2023	GOOGL
Wedgewood Partners Focus SMID Cap	6/03/2023	JBHT LSTR SAIA
Baron Growth Fund	6/12/2023	CWAN DNUT
Baron Small Cap Fund	6/12/2023	CLVT
Harding Loevner Global Small Companies	6/12/2023	SNR.L PDX.ST
Harding Loevner International Equity	6/12/2023	HLN
Harding Loevner International Small Companies Equity	6/12/2023	SNR.L PDX.ST
Evermore Global Value Fund	6/12/2023	DHT
Goehring & Rozencwajg	6/13/2023
Mairs & Power Growth Fund	6/13/2023
Mairs & Power Small Cap Fund	6/13/2023

4th Quarter 2022

Fund Name	Date	Stocks Mentioned
St. James Investment Company	1/13/2023
Vltava Fund	1/16/2023	ARW GOOG
Comus Investments	1/16/2023
East72 Holdings	1/16/2023	MANU MFG.AX
Wedgewood Partners Large Cap Focused Growth	1/16/2023	EW META
Concentrated Compounding*	1/16/2023	CNSWF TDG AMZN GOOG FRC RADI CHTR
Palm Valley Capital Fund	1/16/2023
Moon Capital	1/16/2023	GRBK DVA
Rowan Street Capital	1/16/2023	SPOT META
Novel Investor	1/16/2023
Merion Road Capital	1/16/2023	FERG GOOG CPRT MWA WHG MHH UBAB
Fairlight Alpha Fund LP	1/17/2023	MFBP CZBS OPRA
Old West Capital Management	1/17/2023	AEM GOLD NG SA WDO.TO MAI.V
Greenlight Capital	1/17/2023	GRBK DNMR CEIX TECK THC
FMI All Cap Equity	1/19/2023
FMI International Equity	1/19/2023
FMI Large Cap Equity	1/19/2023
FMI Small Cap Equity	1/19/2023
Akre Focus Fund	1/19/2023
Madison Dividend Income Fund	1/19/2023	CVX
Madison Investors Fund	1/19/2023	FERG
Madison Mid Cap Fund	1/19/2023	LBRDA CLVT
Madison Small Cap Fund	1/19/2023	HAIN SMG
L1 International Capital Fund	1/19/2023	AMZN
Heartland Mid Cap Value Fund	1/20/2023	EHC CABO UHAL RNR
Heartland Value Fund	1/20/2023	AJRD CCS SHYF PRMW
Heartland Value Plus Fund	1/20/2023	POWL
Miller/Howard Investments	1/20/2023
Distillate Capital	1/20/2023
Ensemble Fund	1/20/2023	MASI PAYX
Tidefall Capital Management	1/20/2023	FFXDF
LVS Advisory	1/20/2023	BJ BLK
Mar Vista Strategic Growth Fund	1/20/2023
Smead Value Fund	1/20/2023
Bernzott Capital Advisors	1/20/2023
Hoisington Investment Management	1/20/2023
Myrmikan Research	1/20/2023
Third Avenue International Real Estate Value Fund	1/20/2023
Third Avenue Real Estate Value Fund	1/20/2023	BAM UHAL
Third Avenue Small-Cap Value Fund	1/20/2023
Third Avenue Value Fund	1/20/2023
Whitebrook Capital Partners	1/23/2023	GBX
Miller Income Strategy	1/23/2023	BKE HEI.DE VTRS RILY
Miller Opportunity Equity	1/23/2023
Cove Street Capital	1/23/2023	LFCR IEHC LTRPA HRG CLMB VMD IAC
Upslope Capital Management	1/23/2023	ATS.TO BOKF GLT EMG.L
Tourlite Capital Management	1/23/2023	APG PRM VRRM
Blue Tower Asset Management	1/24/2023
Cooper Investors Global Equity Fund (Hedged)	1/26/2023	HLN TKELY
Cooper Investors Global Equity Fund (Unhedged)	1/26/2023
Giverny Capital Asset Management	1/26/2023	PGR META KMX COHR ERFSF FRC ANET GOOG
L1 Capital Long Short Fund	1/26/2023
Baron Health Care Fund	1/26/2023	CI HCA ASND OPCH MRNA
Nordstern Capital	1/27/2023
Baron Real Estate Fund	1/27/2023	TOL LEN FND SHW
Weitz Hickory Fund	1/27/2023
Weitz Partners III Opportunity Fund	1/27/2023
Weitz Partners Value Fund	1/27/2023
Weitz Value Fund	1/27/2023
Diamond Hill Small Cap Fund	1/27/2023	GHC FTAI GTES ODC
Alphyn Capital Management	1/27/2023	WANSF EXXRF FRFHF ALVO AMZN IAC BAM W
Cedar Creek Partners	1/27/2023	ROYTL MFBP CZBS PDRX MGAG
Carillon Eagle Mid Cap Growth Fund	1/27/2023
Carillon Eagle Small Cap Growth Fund	1/27/2023
1 Main Capital Partners	1/27/2023	APG
Miller Deep Value	1/30/2023	NBR QUAD TUP MHO
White Falcon Capital Management	1/30/2023	AMD
Oakmark Fund	1/30/2023	ADBE MGA
Oakmark Global Fund	1/30/2023	KKR STJ.L
Oakmark Global Select Fund	1/30/2023	HCA AMZN COF
Oakmark International Fund	1/30/2023	AKZOY SDVKY
Oakmark International Small Cap Fund	1/30/2023	KNCRY TOWR.JK
Oakmark Select Fund	1/30/2023	ORCL ICE
Wedgewood Partners Focus SMID Cap	1/30/2023	GIL SHOO
Praetorian Capital	1/30/2023	JOE
McIntyre Partnerships	1/31/2023	SHC MSGE
Andvari Associates	2/01/2023	ADBE CNSWF CPRT CSGP DBRG MLAB SPGI TYL
Long Cast Advisers	2/01/2023	ENVX RSSS
Curreen Capital	2/01/2023	ASAI.ST WIX.L
IP-Capital Partners	2/01/2023	CNSWF TMO
NZS Capital	2/01/2023
Alger Spectra Fund	2/01/2023	NFLX ABBV TDG AMZN TSLA DDOG
VGI Partners Global Investments	2/01/2023	CME AMZN DBOEY CFRUY SAP DIS RNMBY
Gator Capital Management	2/02/2023	CG
Legacy Ridge Capital Management	2/02/2023	EPD NRG VST DCP SMLP
Maran Capital Management	2/02/2023	CLAR CTT.LS VTY.L
Worm Capital	2/02/2023	AMZN TSLA
Baron Asset Fund	2/02/2023	ICLR
Ave Maria Funds	2/02/2023	SITM NJDCY
Vulcan Value Partners	2/02/2023
Polen Capital - Emerging Markets Growth	2/02/2023
Polen Capital - Focus Growth	2/02/2023	TMO
Polen Capital - Global Growth	2/02/2023	TMO NOW EL
Polen Capital - Global SMID Company Growth	2/02/2023
Polen Capital - International Growth	2/02/2023	HDB
Polen Capital - International Small Company Growth	2/02/2023	FSV TOI.V ERF.PA
Polen Capital - U.S. SMID Company Growth	2/02/2023	OLPX
Polen Capital - U.S. Small Company Growth	2/02/2023	SITM OLPX RH CCCS FSV
Alluvial Capital Management	2/03/2023	PX UD.MI APR.WA JOB RVIC FTLF SXP.TO
Sohra Peak Capital Partners	2/03/2023
Longleaf Partners Fund	2/03/2023	CNX AMG GE CNHI LUMN IAC WBD
Longleaf Partners Global Fund	2/03/2023
Longleaf Partners International Fund	2/03/2023
Longleaf Partners Small-Cap Fund	2/03/2023	WTM WEST MSGS LUMN
RGA Investment Advisors	2/03/2023
Arch Capital Fund	2/03/2023
Frontaura Global Frontier Fund LLC	2/03/2023
Donville Kent Asset Management	2/06/2023	RET.V
RiverPark Large Growth	2/06/2023	DDOG
Alger Mid Cap Focus Fund	2/06/2023	PODD XPO COUP CRWD RXO GNRC
Saltlight Capital	2/06/2023	RBLX BAM TCEHY BAT.JO
Greystone Capital Management	2/06/2023	GFF RICK BSFFF CURN IDT EDDRF POL
Lyrical Asset Management	2/06/2023
Horos Funds	2/07/2023	PYPL BIDU ALD.PA
Pzena Investment Management	2/07/2023
FPA Crescent Fund	2/07/2023	AIG AMZN
FPA Queens Road Small Cap Value Fund	2/07/2023	SJI RLI FN AEL
FPA U.S. Core Equity Fund	2/07/2023	AMZN DECK
Rondure Global	2/09/2023
Choice Equities Fund	2/09/2023	CROX
Silver Ring Value Partners	2/09/2023	FRII.TO WINE.L
Bumbershoot Holdings	2/09/2023
Alger Small Cap Focus Fund	2/12/2023	CHX INSP RXDX XMTR CYRX SWAV
Leaven Partners	2/12/2023
Baron Opportunity Fund	2/12/2023
Artisan Focus Fund	2/12/2023
Greenhaven Road Capital	2/12/2023	PAR CLBT KKR ESTC APG PAT.DE CLAR
Third Point Offshore Fund	2/13/2023	AIG BBWI CL DD PCG
Mindset Value Fund	2/13/2023	HQI GLASF ARA.MX
Laughing Water Capital	2/13/2023	APG CDMO HGV THRY VTY.L LFCR
Crestcat Capital	2/13/2023
Bonsai Partners	2/16/2023	FERG
Epoch Investment Partners	2/16/2023
Artisan Global Discovery Fund	2/16/2023	MPWR 2734.T
Emeth Value Capital	2/16/2023	DESP
SRK Capital	2/16/2023	HROW PYCFF HGBL JOB
Baron FinTech Fund	2/16/2023
Artko Capital	2/17/2023	CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
MCJ Capital Partners	2/17/2023
Saga Partners	2/17/2023	RDFN CVNA
Bireme Capital	2/21/2023	RICK NFLX BOIVF
Baron Growth Fund	2/21/2023	MSCI
Baron Partners Fund	2/21/2023
Headwaters Capital	2/21/2023	ICFI
Alger Weatherbie Specialized Growth Fund	2/21/2023	MEG PI CLB GDYN GKOS XMTR
Tweedy Browne	2/22/2023
Baron Discovery Fund	2/23/2023	CDNA DH GTLS QLYS SMAR CYBR PAR
Baron Fifth Avenue Growth Fund	2/23/2023
Baron Small Cap Fund	2/23/2023	NEOG GTLS
Semper Augustus	2/24/2023
Artisan Mid Cap Fund	2/24/2023	BSY HALO SAIA
Artisan Small Cap Fund	2/24/2023	CTLT SIVB MKTX
Artisan International Value Fund	2/24/2023
Artisan Value Fund	2/24/2023
Massif Capital	2/24/2023	SMEGF ADMLF CTTZF IXRRF LAC
Nitor Capital	2/26/2023
Right Tail Capital	2/26/2023	ROST
Ariel Trust Funds	2/26/2023	BOKF CG ZBRA
Richie Capital Group	2/26/2023	FICO PERI RELL
Bronte Capital	2/26/2023	HLF GMHLF
Aikya Funds	2/26/2023	PBLOF
RiverPark/Wedgewood Fund	2/26/2023	EW META
Mawer Mutual Funds	2/26/2023
Davis Financial Fund.	2/26/2023	MKL RKT
Davis Global Fund	2/26/2023	PNGAY META OC
Davis International Fund	2/26/2023	PNGAY CPNG
Davis New York Venture Fund	2/26/2023	COF WFC BRK.B AMAT META
Davis Opportunity Fund	2/26/2023	COF WFC BRK.B AMAT META
Templeton & Phillips Capital Management	2/27/2023
RV Capital	2/27/2023
Deep Sail Capital	3/01/2023	LEAT
Plural Investing	3/02/2023	CURN DRTGF
Kinsman Oak Equity Fund	3/03/2023
Evermore Global Value Fund	3/03/2023	INW.MI HOEGF CLMT AASZF
Voss Capital	3/03/2023	ALTG
Bonhoeffer Capital Management	3/13/2023	KT TIIAY SSP GTN TIGO BLDR NICE
Harding Loevner Emerging Markets Equity	3/13/2023
Harding Loevner Global Equity	3/13/2023
Harding Loevner Global Small Companies	3/13/2023	VAIAS.HE TMRAY 0QKB.L
Harding Loevner International Equity	3/13/2023
Harding Loevner International Small Companies Equity	3/13/2023
Appleseed Fund	3/13/2023
Palm Harbour Capital	3/16/2023	LNA.PA
Fundsmith Equity Fund	3/16/2023

3rd Quarter 2022

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

2nd Quarter 2022

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

1st Quarter 2022

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

4th Quarter 2021

Fund Name	Date	Stocks Mentioned
East72 Holdings	1/07/2022	ARKK YBRHF
Vltava Fund	1/07/2022	SBRCY BMWYY LH
Comus Investments	1/07/2022
St. James Investment Company	1/07/2022
Palm Valley Capital Fund	1/09/2022	AGI DRQ CRD-A WHGLY
Wedgewood Partners Focus SMID Cap	1/12/2022
FMI All Cap Equity	1/13/2022
FMI International Equity	1/13/2022
FMI Large Cap Equity	1/13/2022
FMI Small Cap Equity	1/13/2022
Akre Focus Fund	1/13/2022
Cooper Investors Global Equity Fund (Hedged)	1/14/2022	TFX
Cooper Investors Global Equity Fund (Unhedged)	1/14/2022	TFX
Andvari Associates	1/15/2022	MA V NOVT
Baron Asset Fund	1/15/2022	RIVN
Baron Discovery Fund	1/15/2022	BYD ENFN BASE
Wedgewood Partners Large Cap Focused Growth	1/15/2022	AAPL TPL TSCO
Baron Real Estate Fund	1/16/2022
Baron Health Care Fund	1/16/2022	AZN MCK ASND
Curreen Capital	1/16/2022
Alger Mid Cap Focus Fund	1/16/2022	AMD VCRA BILL TASK BSY
Alger Spectra Fund	1/16/2022	PYPL UPST MQ
Alger Weatherbie Specialized Growth Fund	1/16/2022	SITE SBNY MEG CHGG NTRA EVBG
Alphyn Capital Management	1/19/2022	GOOG EXXRF FRFHF IAC OACB WANSF W
Oakmark Fund	1/19/2022	BWA TTWO WTW
Oakmark Global Fund	1/19/2022
Oakmark Global Select Fund	1/19/2022
Oakmark International Fund	1/19/2022	CNHI BABA
Oakmark Select Fund	1/19/2022
Tollymore Investment Partners	1/20/2022
Blue Tower Asset Management	1/20/2022
Heartland Mid Cap Value Fund	1/20/2022	PPG EHC DLTR
Heartland Value Fund	1/20/2022	CCBG PRGO BRY
Heartland Value Plus Fund	1/20/2022	TRS KN
Madison Dividend Income Fund	1/21/2022	CVS
Madison Investors Fund	1/21/2022	LOW BDX NVS FISV V BKI PH
Madison Mid Cap Fund	1/21/2022	BKI MKSI DLTR
Madison Small Cap Fund	1/21/2022	HAIN ENTG NEWR
Ensemble Fund	1/21/2022	BL COST
NZS Capital	1/21/2022
Miller/Howard Investments	1/21/2022
Third Avenue International Real Estate Value Fund	1/21/2022
Third Avenue Real Estate Value Fund	1/21/2022	INV CTT
Third Avenue Small-Cap Value Fund	1/21/2022	BATRA MSGE FRPH FPH IVT
Third Avenue Value Fund	1/21/2022
Distillate Capital	1/21/2022
Old West Capital Management	1/21/2022
RiverPark Large Growth	1/21/2022	PINS TWTR RNG SQ FTCH ILMN SOFI
RiverPark Long/Short Opportunity Fund	1/21/2022
Upslope Capital Management	1/21/2022	MKTX CASY
Alluvial Capital Management	1/21/2022	PX LICT CRAWA GTX UD.MI TIM.WSE
Bernzott Capital Advisors	1/21/2022	WSC HI UPLD CMP JRVR
Smead Value Fund	1/22/2022
Carillon Eagle Mid Cap Growth Fund	1/22/2022
Carillon Eagle Small Cap Growth Fund	1/22/2022
Alger Small Cap Focus Fund	1/22/2022	TREX CPRI SMAR EVBG GENI HSKA
Massif Capital	1/22/2022	GSL
L1 Capital Long Short Fund	1/22/2022
L1 International Capital Fund	1/22/2022	LPRO CRH
Baron Small Cap Fund	1/24/2022	SG
Baron Growth Fund	1/24/2022	MIR SG WRBY
Rowan Street Capital	1/24/2022	SPOT FB TTD DOCU
Hoisington Investment Management	1/24/2022
Whitebrook Capital	1/24/2022
Merion Road Capital	1/26/2022	FERG ATVI LEAT LNSR RCKY
Nordstern Capital	1/26/2022	IPMLF STNE
Polen Capital - Focus Growth	1/26/2022	AMZN DOCU
Polen Capital - Global Growth	1/26/2022	ALGN ADSK V
Polen Capital - International Growth	1/26/2022
Artisan International Value Fund	1/26/2022	WTW ASBFY
Artisan Mid Cap Fund	1/26/2022	AZTA ON SPOT
Artisan Small Cap Fund	1/26/2022	AZTA CDMO IRTC ASND WK BIGC
Artisan Value Fund	1/26/2022	V DIS
Pzena Investment Management	1/26/2022
Giverny Capital Asset Management	1/26/2022
Diamond Hill Small Cap Fund	1/26/2022	RHP ERII JOUT RCKY
Miller Deep Value	1/27/2022	CHS ENDP NBR GCI CNDT
Miller Income Strategy	1/27/2022	APTS CC APO SCU SBRCY OMF
Miller Opportunity Equity	1/27/2022	TMHC MTTR FANG SFIX SPLK NCLH
Summers Value Fund	1/28/2022	NOTV UFPT UTMD
Myrmikan Research	1/28/2022
Weitz Hickory Fund	1/28/2022	LBRDA
Weitz Partners III Opportunity Fund	1/28/2022
Weitz Partners Value Fund	1/28/2022
Weitz Value Fund	1/28/2022
Greenlight Capital	1/28/2022	BHF TECK DNMR GPN CPRI GLPG ODP
Longleaf Partners Fund	1/29/2022	AMG LUMN MGM CNHI BIIB FRFHF H
Longleaf Partners Global Fund	1/29/2022	WMB LUMN FRFHF BIIB MGM TIGO PROSY
Longleaf Partners International Fund	1/29/2022	CFRUY DPZ FRFHF EXXRF BABA TIGO PROSY
Longleaf Partners Small-Cap Fund	1/29/2022	CNX RLGY MAT RNR IDRSF LNXSF KODK
Bronte Capital	1/29/2022
Long Cast Advisers	1/29/2022	AIMFF SNES SOTK
Harding Loevner Emerging Markets Equity	1/29/2022	CCHGY MGLUY XP
Harding Loevner Global Equity	1/29/2022	EW ALGN MELI
Harding Loevner Global Small Companies	1/29/2022	SLP ALTR NEMTF ABMD
Harding Loevner International Equity	1/29/2022
Harding Loevner International Small Companies Equity	1/29/2022	MHSDF LZRFY VACNY
LRT Capital	1/29/2022	WSO
Arch Capital Fund	1/29/2022	SPOT SFM NNI TTWO HRBR
Richie Capital Group	1/29/2022	PAR FREE AVGO TTD ABT
Fundsmith Equity Fund	1/29/2022
Wasatch Core Growth Fund	1/29/2022	MORN TREX LPRO OLLI
Wasatch Micro Cap Fund	1/29/2022	TRNS NPTN CCXI MSGM CSTL LPRO
Wasatch Micro Cap Value Fund	1/29/2022	RDVT BWMN PI ASPU LPRO TCDM
Wasatch Small Cap Growth Fund	1/29/2022	FND BOOT ITCI MEDP FRPT LPRO HQY
Wasatch Small Cap Value Fund	1/29/2022
Wasatch Ultra Growth Fund	1/29/2022	ITCI CCXI NVMI FRPT LPRO CSTL
Rondure Global	1/30/2022
Frontaura Global Frontier Fund LLC	1/30/2022
Saturna Capital - Amana Funds	1/30/2022
Turtle Creek	1/30/2022
Argosy Investors	1/30/2022	LESL AGIL CURV
Nitor Capital	1/30/2022	VST CF JOE
Greenhaven Road Capital	1/30/2022	APPS PAR KKR ESTC TDOC CLBT
Alta Fox Capital Management	2/02/2022	IDT
Cedar Creek Partners	2/02/2022	SODI PCHM NNUP BMTX PDRX PX WCRS
Bireme Capital	2/02/2022	AFRM TME
Headwaters Capital	2/04/2022	CRNC
Polen Capital - Emerging Markets Growth	2/04/2022	TME
Polen Capital - International Small Company Growth	2/04/2022
Polen Capital - U.S. Small Company Growth	2/04/2022
Polen U.S. SMID Company Growth	2/04/2022
Aikya Funds	2/04/2022
First Eagle Global Value	2/04/2022
Palm Capital	2/04/2022	CNSWF CRM
Andaz Private Investments	2/04/2022	RKT XLNX
Saga Partners	2/04/2022	RDFN
Canterbury Tollgate	2/04/2022
Donville Kent Asset Management	2/04/2022	NGMS GIVX.TO
Greystone Capital Management	2/07/2022	RICK GOED ID HMHC IDT
Leaven Partners	2/07/2022
1 Main Capital Partners	2/08/2022	BSFFF
Maran Capital Management	2/08/2022	CSPLF CDRE
Baron FinTech Fund	2/08/2022	LPLA EXFY
Baron Partners Fund	2/08/2022
Tidefall Capital Management	2/08/2022	FFXDF
Evermore Global Value Fund	2/10/2022
Palm Harbour Capital	2/10/2022	OCINF GEAHF
Laughing Water Capital	2/10/2022	CSPLF THRY HMHC TACT
Steel City Capital	2/10/2022	GDOT LSYN SXC
Tweedy Browne	2/10/2022	VRTX RBSFY
MPE Capital	2/11/2022	SQSP
Emeth Value Capital	2/12/2022	BUR
SRK Capital	2/12/2022	HROW TTSH NNUP PYCFF RTMAF
Mindset Value Cannabis Fund	2/13/2022	VRNOF
Davis Financial Fund.	2/13/2022
Davis Global Fund	2/13/2022
Davis International Fund	2/13/2022
Davis New York Venture Fund	2/13/2022
Davis Opportunity Fund	2/13/2022
Praetorian Capital	2/13/2022	LEE JOE
Horizon Kinetics	2/13/2022
Baron Opportunity Fund	2/13/2022	RIVN MRTX CTV FIGS SHOP
Saltlight Capital	2/13/2022
FPA Crescent Fund	2/15/2022
Epoch Investment Partners	2/15/2022
Luca Capital	2/15/2022
Hayden Capital	2/15/2022	SE
Lyrical Asset Management	2/15/2022
Artko Capital	2/18/2022	CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
RGA Investment Advisors	2/18/2022	SFIX ROKU PYPL DBX TWTR
Bumbershoot Holdings	2/18/2022
Broyhill Asset Management	2/18/2022	CAR DLTR MCK ABEV BUD MSGE
Worm Capital	2/18/2022
FPA Queens Road Small Cap Value Fund	2/25/2022
Tao Value	2/25/2022
RiverPark/Wedgewood Fund	2/25/2022	AAPL TPL TSCO
Ariel Trust Funds	3/01/2022	KKR MANU REZI
Voss Capital	3/01/2022	AVYA OLN ABG MT
Rhizome Partners	3/01/2022	FRP HHC INDT CLPR
Vulcan Value Partners	3/01/2022
Goehring & Rozencwajg	3/01/2022

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

2nd Quarter 2021

Fund Name	Date	Stocks Mentioned
St. James Investment Company	7/14/2021
East72 Holdings	7/14/2021	$NAM.AX, $SZL.AX
Vltava Fund	7/14/2021
Headwaters Capital	7/14/2021	$ABCM
Alphyn Capital Management	7/14/2021	$CRSS, $VMEO
Comus Investments	7/14/2021
FMI All Cap Equity	7/14/2021
FMI International Equity	7/14/2021
FMI Large Cap Equity	7/14/2021
FMI Small Cap Equity	7/14/2021
Wedgewood Partners	7/14/2021	$CDW, $CPRT, $TSM
Longleaf Partners Fund	7/15/2021
Longleaf Partners Global Fund	7/15/2021
Longleaf Partners International Fund	7/15/2021	$PROSY, $0200.HK
Longleaf Partners Small-Cap Fund	7/15/2021
Palm Valley Capital Fund	7/15/2021	$COG, $VWTR
MPE Capital	7/17/2021
Worm Capital	7/17/2021	$ABNB, $SHOP, $TSLA
Richie Capital Group	7/17/2021	$INS, $MKTX, $VMD, $TTD, $ADBE
Cooper Investors Global Equity Fund (Hedged)	7/17/2021
Cooper Investors Global Equity Fund (Unhedged)	7/17/2021
Andvari Associates	7/17/2021
RiverPark Large Growth	7/17/2021
RiverPark Long/Short Opportunity Fund	7/17/2021
Alger Mid Cap Focus Fund	7/17/2021	$NET, $BSY, $HUBS, $DKNG, $MGNI, $DISCK
Alger Small Cap Focus Fund	7/17/2021
Alger Spectra Fund	7/17/2021
Alger Weatherbie Specialized Growth Fund	7/17/2021	$PGNY, $CLB, $FSV, $EAR, $CHGG, $NEO
Third Avenue International Real Estate Value Fund	7/17/2021
Third Avenue Real Estate Value Fund	7/17/2021	$STRS, $FNMA
Third Avenue Small-Cap Value Fund	7/17/2021
Third Avenue Value Fund	7/17/2021
Smead Value Fund	7/17/2021
Old West Capital Management	7/17/2021	$RFL, $URPTF
Distillate Capital	7/17/2021
Nelson Capital	7/18/2021	$BKNG
Baron Health Care Fund	7/18/2021
Baron Real Estate Fund	7/18/2021
Heartland Mid Cap Value Fund	7/18/2021	$PPG, $FCFS, $DGX
Heartland Value Fund	7/18/2021	$MNR, $PDCO, $BBBY
Heartland Value Plus Fund	7/18/2021	$DRQ, $AVNS, $FCFS
NZS Capital	7/18/2021
Massif Capital	7/18/2021	$ADMLF, $EQX, $AOIFF, $EQNR
Miller/Howard Investments	7/18/2021
Madison Dividend Income Fund	7/20/2021	$AFL
Madison Investors Fund	7/20/2021	$BD, $DLTR, $PCAR, $PGR
Madison Mid Cap Fund	7/20/2021	$CNNE, $PCAR
Madison Small Cap Fund	7/20/2021
Bernzott Capital Advisors	7/20/2021	$ADTN, $ATSG, $GVA, $JRVR
Whitebrook Capital	7/20/2021
Merion Road Capital	7/20/2021	$FLXS
Arisaig Partners	7/20/2021	$ARCE
Hoisington Investment Management	7/20/2021
L1 International Capital Fund	7/20/2021	$GPK
Blue Tower Asset Management	7/20/2021	$CNR, $TCS.L
Tidefall Capital Management	7/20/2021	$FB
Cedar Creek Partners	7/22/2021	$CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP
Kinsman Oak Equity Fund	7/22/2021
Vulcan Value Partners	7/22/2021
Polen Capital - Focus Growth	7/22/2021
Polen Capital - Global Growth	7/22/2021
Polen Capital - International Growth	7/22/2021
Steel City Capital	7/22/2021	$ATEX, $NEWSA, $LSYN, $SIGA, $TRUP
Ensemble Fund	7/22/2021	$NTDOY, $ILMN
Spree Capital	7/22/2021
Oakmark Fund	7/22/2021
Oakmark Global Fund	7/22/2021	$THC, $INCZY
Oakmark Global Select Fund	7/22/2021
Oakmark International Fund	7/22/2021
Oakmark Select Fund	7/22/2021	$ALSN
Horizon Kinetics	7/24/2021
Maran Capital Management	7/24/2021	$CRSS, $CTT.PT, $CLAR, $PCYO
Bronte Capital	7/24/2021
Baron Asset Fund	7/24/2021	$AVLR
Baron Growth Fund	7/24/2021	$ZY
Baron Small Cap Fund	7/24/2021	$JBI, $FA
Laughing Water Capital	7/25/2021	$AIMFF, $TACT, $THRY
1 Main Capital Partners	7/25/2021	$MHH, $ATIP.WS, $LMB
Voss Capital	7/25/2021	$IMXI, $ECNCF
Greystone Capital Management	7/25/2021	$HOME, $THBRF
Emeth Value Capital	7/25/2021
Summers Value Fund	7/27/2021
Artisan International Value Fund	7/27/2021
Artisan Mid Cap Fund	7/27/2021	$LPLA, $ENTG, $WMS, $HUBS, $GMAB
Artisan Small Cap Fund	7/27/2021	$OLO, $WK, $EB, $WMS, $VMI, $BIGC
Baron Opportunity Fund	7/27/2021	$EDR, $INDI, $RNG, $TEAM, $SOFI
Baron Partners Fund	7/27/2021
Baron FinTech Fund	7/27/2021	$DLO, $MQ, $SOFI
Baron Discovery Fund	7/27/2021	$JBGS, $DV, $INDI, $ALKT, $PING, $ZY, $OLK, $RXRX
Akre Focus Fund	7/27/2021
Epoch Investment Partners	7/27/2021
Greenlight Capital	7/27/2021
Polen Capital - International Small Company Growth	7/27/2021
Polen Capital - U.S. Small Company Growth	7/27/2021
Polen U.S. SMID Company Growth	7/27/2021
Diamond Hill Small Cap Fund	7/27/2021
Alluvial Capital Management	7/28/2021	$GTX, $PIOE, $CRSS, $TPRP
Argosy Investors	7/28/2021	$FERG, $ARLO, $VZIO
JDP Capital Management	7/29/2021	$SPOT, $ROKU, $DRTT, $INVVY, $STNE
Boyar Value Group	7/29/2021
Long Cast Advisers	7/29/2021	$QRHC
Weitz Hickory Fund	7/31/2021	$MKTX, $DNB
Weitz Partners III Opportunity Fund	7/31/2021
Weitz Partners Value Fund	7/31/2021
Weitz Value Fund	7/31/2021	$ROP
Giverny Capital Asset Management	7/31/2021	$ACOPF, $ATHM, $KMX
Alta Fox Capital Management	7/31/2021
Donville Kent Asset Management	7/31/2021	$PLCKF, $NOW.V
First Eagle Global Value	7/31/2021
Rowan Street Capital	7/31/2021	$SPOT, $FB
FPA Crescent Fund	7/31/2021
Carillon Eagle Mid Cap Growth Fund	8/02/2021
Carillon Eagle Small Cap Growth Fund	8/02/2021
Wasatch Core Growth Fund	8/02/2021
Wasatch Micro Cap Fund	8/02/2021
Wasatch Micro Cap Value Fund	8/02/2021
Wasatch Small Cap Growth Fund	8/02/2021
Wasatch Small Cap Value Fund	8/02/2021
Wasatch Ultra Growth Fund	8/02/2021
Myrmikan Research	8/02/2021
L1 Capital Long Short Fund	8/10/2021
Aikya Funds	8/10/2021
Horos Funds	8/10/2021	$SUHJY, $MBI
Tweedy Browne	8/10/2021
Upslope Capital Management	8/10/2021	$MKTX, $ENV
Crestcat Capital	8/10/2021
Pzena Investment Management	8/10/2021
Tao Value	8/10/2021
Third Point	8/10/2021	$RH, $DIS
RGA Investment Advisors	8/10/2021	$SFIX
Luca Capital	8/11/2021
Miller Income Strategy	8/11/2021
Miller Opportunity Equity	8/11/2021
Goehring & Rozencwajg	8/23/2021
Artisan Global Discovery Fund	8/23/2021
Artisan Value Fund	8/23/2021
Artko Capital	8/23/2021	$GLBI, $CURN
Choice Equities Fund	8/23/2021	$INVE
LRT Capital	8/23/2021	$DPZ, $SCL, $MAR, $NVO, $RGEN, $HXL, $WSO, $TPL, $CIGI, $TFII
Saga Partners	8/23/2021	$GDRX
Harding Loevner Emerging Markets Equity	8/28/2021
Harding Loevner Global Equity	8/28/2021
Harding Loevner Global Small Companies	8/28/2021
Harding Loevner International Equity	8/28/2021
Harding Loevner International Small Companies Equity	8/28/2021
Appleseed Fund	8/28/2021	$HLF, $BOWFF, $ALL, $NPSNY
Ariel Trust Funds	8/28/2021	$ADT, $BOKF, $MDP
Rondure Global	8/28/2021
RiverPark/Wedgewood Fund	8/28/2021	$CDW, $CPRT, $TSM
Fundsmith Equity Fund	8/28/2021
Greenhaven Road Capital	8/28/2021	$MKTW
GoodHaven Fund	8/28/2021
Hayden Capital	8/28/2021
Arquitos Capital	8/28/2021
Evermore Global Value Fund	8/28/2021
Andaz Private Investments	8/28/2021
WertArt Capital	8/28/2021	$SUPN, $GOE.PA, $NTDOY, $HSCNF
Rhizome Partners	8/28/2021	$FRPH
Palm Capital	8/28/2021

1st Quarter 2021

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

4th Quarter 2020

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

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

2nd Quarter 2019

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

Letters and Reviews

Pages

Thursday, August 10, 2023

Full Lists of Investment Letters

If you enjoy going through 13-F filings, take look at Q1 2023 and Q2 2023 for the 13-F Fillers i read on regular basis.

Enjoy!!!

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