1st Quarter 2023

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

Enjoy!!!

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 RRRARE
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 GTLBTSLAAMZN 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
Greenlight Capital	6/13/2023	GRBK KD OSH BHF FCNCA