1st Quarter 2025


If you enjoy going through 13-F filings, take look at Q1 2025, Q2 2025, Q3 2025 and Q4 2025 for the 13-f filers I read on regular basis.

Enjoy!!!


Fund Name Date Stocks Mentioned
St. James Investment Company 4/17/2025
Vltava Fund4/17/2025BRKB WSM URI
Palm Valley Capital Fund4/17/2025FORR MNRO REYN FLO
Middle Coast Investing4/17/2025ECG SON GOOG ATRO PGR OMAB PTLO TSM DALN
Manole Capital Management4/17/2025
East72 Dynasty Trust4/18/2025VIVEF AVAP.L
Headwaters Capital4/18/2025BRO TRNS CBZ
Frontaura Global Frontier Fund LLC 4/18/2025
Leaven Partners4/18/20256715
Right Tail Capital4/18/2025
Akre Focus Fund4/18/2025
Upslope Capital Management4/18/2025TDY MKTX
Distillate Capital4/19/2025
Patient Capital Management4/20/2025CVS RPRX BABA JD CVNA NFE PLAY SDRL ILMN
Claret Asset Management4/20/2025
Merion Road Capital4/20/2025GOOG MCEM BUKS
LVS Advisory4/20/2025HHH ICLR
Wedgewood Partners Large Cap Focused Growth4/20/2025URI
Cedar Creek Partners4/20/2025WCRS EVRC MCBS PROM SODI PCHM CZBS ENDI SLBK
Hoisington Investment Management4/20/2025
Madison Dividend Income Fund4/26/2025HON
Madison Large Cap Fund4/26/2025
Madison Mid Cap Fund4/26/2025KNSL TREX
Madison Small Cap Fund4/26/2025
White Falcon Capital Management4/26/2025DAVA EPAM GRFS
Whitebrook Capital Partners 4/26/2025
Vulcan Value Partners4/26/2025MEDP SWK TPG
Conestoga Capital Advisors, LLC4/26/2025PCTY
SouthernSun Small Cap4/26/2025EPAC TKR BOOT LOB EXTR MOD
SouthernSun SMID Cap4/26/2025BR WSO BOOT USPH MOD
Praetorian Capital 4/26/2025
Giverny Capital Asset Management4/26/2025TWFG AAON BLDR
Cooper Investors Global Equity Fund (Hedged)5/05/2025UMG
Blue Tower Asset Management5/05/2025
Heartland Mid Cap Value Fund5/05/2025TDY MIDD PRGO
Heartland Opportunistic Value Equity5/05/2025DCI TDY JBHT
Heartland Value Fund5/05/2025CMCO NGD
Heartland Value Plus Fund5/05/2025THG FCFS GATES
Diamond Hill Small Cap Fund5/05/2025HLIO TTAM AVNS
The Ithaka Group5/05/2025PLTR V UBER NOW NVDA TTD SHOP AXON LLY
Alluvial Capital Management5/26/2025ZEG.L MCB.L MCEM NLOP
O'Keefe Stevens5/26/2025BMWKY MBGYY CMP
Donville Kent Asset Management6/07/2025EHMEF PRLPF ZDCAF VHIBF GAMB CPHRF VFORF MDALF E.TO
Curreen Capital6/07/2025HAVAS.AS AAP
Baron Asset Fund6/07/2025VRT DKNG
Baron Discovery Fund6/07/2025WING KRMN ACLX
Sohra Peak Capital Partners6/07/2025
Ace River Capital6/07/2025RICK VOXR HZO
Maran Capital Management6/07/2025
Greenhaven Road Capital6/07/2025LFCR BUR KKR PAR CLBT KFS
Crossroads Capital6/08/2025NTDOY CLMT FTAI BVHMF MGNI
NZS Capital6/08/2025HEI
1 Main Capital Partners6/08/2025ARVN THRD
Fairlight Alpha Fund LP6/08/2025MMTMF SRBIF VLERF
Kinsman Oak Equity Fund6/08/2025
Atai Capital Management6/14/2025
Saltlight Capital 6/14/2025SE MELI
Laughing Water Capital6/14/2025XPOF CDMO LFCR NN BVHMF PAR CTLP HGV THRY

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