1st Quarter 2024

If you enjoy going through 13-F filings, take look at Q1 2023, Q2 2023, Q3 2023 and Q4 2023 for the 13-f filers I read on regular basis.

Enjoy!!!


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Fund Name Date Stocks Mentioned
Palm Valley Capital Fund4/13/2024NWN
East72 Dynasty Trust4/13/2024SIETY
Artisan Mid Cap Fund4/13/2024DASH GDDY VRT XYL NVR EFX
Artisan Focus Fund4/13/2024
Frontaura Global Frontier Fund LLC 4/13/2024
St. James Investment Company 4/13/2024
Vltava Fund4/13/2024
Leaven Partners4/13/2024LSF
Fiduciary Management Inc.4/13/2024SCHW WEGRY
Headwaters Capital4/13/2024CLMB
Whitebrook Capital Partners 4/14/2024PETQ
Heartland Mid Cap Value Fund4/14/2024DCI HSY PRGO
Heartland Value Fund4/14/2024GTLS BWXT
Heartland Value Plus Fund4/14/2024MHK KMT
Cove Street Capital4/14/2024PKE TBRG RDVT
Andvari Associates4/17/2024KPGHF CSGP
Merion Road Capital4/17/2024CLH BSET
Madison Dividend Income Fund4/17/2024XOM
Madison Investors Fund4/17/2024
Madison Mid Cap Fund4/17/2024CFR BAM
Madison Small Cap Fund4/17/2024MWA HCP
Madison Sustainable Equity Fund4/17/2024
Bernzott Capital Advisors4/19/2024PCH
Distillate Capital4/19/2024
Old West Capital Management4/19/2024FIL.TO LUNMF AFMJF MLXEF ADMLF
Claret Asset Management4/19/2024
Patient Capital Management4/19/2024NVDA BIIB META C EXPE PTON SOFI
Gehlen Bräutigam Capital GmbH4/19/2024MAB.LN TPFG.LN BLV.LN GYM.LN IWB.IM
Ace River Capital4/19/2024RICK VOXR
Cooper Investors Global Equity Fund (Hedged)4/19/2024CME AER
Baron Health Care Fund4/19/2024IRTC ACLX RGEN
Baron Real Estate Fund4/19/2024VMC AMT HLT
The Ithaka Group4/21/2024NVDA AMZN MSFT LULU ADBE AAPL
Wedgewood Partners Large Cap Focused Growth4/21/2024CDW CPRT BKNG POOL SPGI V PYPL
Akre Focus Fund4/21/2024
Ensemble Fund4/21/2024RACE IEX
Vulcan Value Partners4/21/2024
White Falcon Capital Management4/21/2024DAVA LFCR FNV CTS
Giverny Capital Asset Management4/21/2024
Hoisington Investment Management4/21/2024
Pzena Investment Management4/21/2024
Blue Tower Asset Management4/21/2024SCHW BERY
SouternSun Small Cap4/27/2024DY BOOT MBUU MGPI
SouternSun SMID Cap4/27/2024DY BOOT MGPI SAM
Diamond Hill Small Cap Fund4/27/2024
Carillon Eagle Mid Cap Growth Fund4/27/2024
Carillon Eagle Small Cap Growth Fund4/27/2024
Praetorian Capital 4/27/2024JOE AMRK
Right Tail Capital4/27/2024BYDGF
LVS Advisory4/27/2024BAH CACI
Upslope Capital Management4/27/2024BYCBF HSY
Alluvial Capital Management4/27/2024PX MCB.LN SHOT.SW NLOP GTX MRC HMM-A FTLF
Laughing Water Capital4/28/2024LFCR CDMO NN PAR TACT THRY
Miller Deep Value4/28/2024TPC GTN FOSL LNC
Miller Income Fund4/28/2024STLA JXN MPW BKE
Choice Equities Fund4/28/2024CROX SHAK PAR HEES
The London Company - Large Cap4/28/2024APD
The London Company - Small Cap4/28/2024CERT
The London Company - Small-Mid Cap4/28/2024TTC
Fairlight Alpha Fund LP5/11/2024CYVIZ.OL
Weitz Large Cap Equity Fund5/11/2024
Weitz Multy Cap Equity Fund5/11/2024
Weitz Partners III Opportunity Fund5/11/2024
Plural Investing5/11/2024TRRVF CURN
Plural Investing5/11/2024TRRVF CURN
Polen Capital - Emerging Markets Growth5/11/2024
Polen Capital - Focus Growth5/11/2024
Polen Capital - Global Growth5/11/2024
Polen Capital - Global SMID Company Growth5/11/2024
Polen Capital - International Growth5/11/2024
Polen Capital - U.S. Small Company Growth5/11/2024
Polen Capital - U.S. SMID Company Growth 5/11/2024
Maran Capital Management5/11/2024APG CLAR CTTOF VTY.L
Rowan Street Capital5/11/2024CMG TTD
Atai Capital Management5/11/2024TPB
Miller/Howard Investments5/13/2024
Bronte Capital5/13/2024HIBB GOOG
Baron Asset Fund5/13/2024PCOR SPOT
Baron Discovery Fund5/13/2024MASI INTA ALGM CDNA
Cedar Creek Partners5/13/2024ENDI SODI PCHM PROM IQV ROYTL CZBS
Long Cast Advisers 5/13/2024PESI CCRD RELL
O'Keefe Stevens5/26/2024EAF BGC
Baron FinTech Fund5/26/2024INTA
Baron Emerging Markets Fund5/26/2024TME KB FTGGY
Baron Fifth Avenue Growth Fund5/26/2024CPNG
Greystone Capital Management5/26/2024IVFH NNBR
Harding Loevner Emerging Markets Equity5/26/2024
Harding Loevner Global Equity5/26/2024SAP
Harding Loevner Global Small Companies5/26/2024
Saltlight Capital 5/26/2024TCEHY PROSY TCP.JO BLU.JO
180 Degree Capital Corp.5/27/2024PBPB SNCR QBTS QMCO LTRX AREN SCOR
Donville Kent Asset Management5/27/2024TNTLF CTSDF VHIBF CRFQF
Conestoga Capital Advisors, LLC5/27/2024
Horizon Kinetics5/27/2024
Curreen Capital5/27/2024VFC
Greenlight Capital6/12/2024CEIX PENN HPQ ROIV LBTYA
Greenhaven Road Capital6/12/2024PAR CLBT KKR BUR IWG LPX ALTG
Silver Beach Capital6/12/2024WSC CROX DNTCF C
Appleseed Fund6/12/2024
Horos Funds6/12/2024
Alphyn Capital Management6/12/2024KKR FFXXF EXXRF AMZN ESAB LBRDA CCOI DSGR KFS
Voss Capital6/12/2024ALTG PAR RCM SWI RTO GENI SLCA IMXI
Massif Capital6/12/2024OCINF
Bonhoeffer Capital Management6/12/2024ARW
Third Point Offshore Fund6/14/2024VST LDNXF GOOG TSM AAP
Ariel Trust Funds6/14/2024BIO FAF GSK INTC REZI STLA
RGA Investment Advisors6/14/2024MRVI SUVPF
Moon Capital6/15/2024BTI
Mar Vista Focus Fund6/15/2024DHR
Mar Vista Global Equity Fund6/15/2024
Mar Vista Strategic Growth Fund6/15/2024EFX
Parnassus Growth Equity Fund6/15/2024
Third Avenue International Real Estate Value Fund6/15/2024
Third Avenue Real Estate Value Fund6/15/2024
Third Avenue Small-Cap Value Fund6/15/2024
Third Avenue Value Fund6/15/2024BKRIF NBRIY
RiverPark Long/Short Opportunity Fund6/16/2024NVDA META DIS SNAP APPL FIVN
RiverPark Large Growth6/16/2024NVDA META DIS UBER SNAP APPL FIVNNKE ADBE
Palm Harbour Capital6/16/2024IGT
Sohra Peak Capital Partners6/16/2024DUR.AX KIT.L
Baron Growth Fund6/16/2024
Silver Ring Value Partners6/16/2024PHIN WBD

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