1st Quarter 2021


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

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