2nd Quarter 2021


Fund Name Date Stocks Mentioned
St. James Investment Company 7/14/2021
East72 Holdings7/14/2021$NAM.AX, $SZL.AX
Vltava Fund7/14/2021
Headwaters Capital7/14/2021$ABCM
Alphyn Capital Management7/14/2021$CRSS, $VMEO
Comus Investments7/14/2021
FMI All Cap Equity7/14/2021
FMI International Equity7/14/2021
FMI Large Cap Equity7/14/2021
FMI Small Cap Equity7/14/2021
Wedgewood Partners7/14/2021$CDW, $CPRT, $TSM
Longleaf Partners Fund7/15/2021
Longleaf Partners Global Fund7/15/2021
Longleaf Partners International Fund7/15/2021$PROSY, $0200.HK
Longleaf Partners Small-Cap Fund7/15/2021
Palm Valley Capital Fund7/15/2021$COG, $VWTR
MPE Capital7/17/2021
Worm Capital7/17/2021$ABNB, $SHOP, $TSLA
Richie Capital Group7/17/2021$INS, $MKTX, $VMD, $TTD, $ADBE
Cooper Investors Global Equity Fund (Hedged)7/17/2021
Cooper Investors Global Equity Fund (Unhedged)7/17/2021
Andvari Associates7/17/2021
RiverPark Large Growth7/17/2021
RiverPark Long/Short Opportunity Fund7/17/2021
Alger Mid Cap Focus Fund7/17/2021$NET, $BSY, $HUBS, $DKNG, $MGNI, $DISCK
Alger Small Cap Focus Fund7/17/2021
Alger Spectra Fund7/17/2021
Alger Weatherbie Specialized Growth Fund7/17/2021$PGNY, $CLB, $FSV, $EAR, $CHGG, $NEO
Third Avenue International Real Estate Value Fund7/17/2021
Third Avenue Real Estate Value Fund7/17/2021$STRS, $FNMA
Third Avenue Small-Cap Value Fund7/17/2021
Third Avenue Value Fund7/17/2021
Smead Value Fund7/17/2021
Old West Capital Management7/17/2021$RFL, $URPTF
Distillate Capital7/17/2021
Nelson Capital7/18/2021$BKNG
Baron Health Care Fund7/18/2021
Baron Real Estate Fund7/18/2021
Heartland Mid Cap Value Fund7/18/2021$PPG, $FCFS, $DGX
Heartland Value Fund7/18/2021$MNR, $PDCO, $BBBY
Heartland Value Plus Fund7/18/2021$DRQ, $AVNS, $FCFS
NZS Capital7/18/2021
Massif Capital7/18/2021$ADMLF, $EQX, $AOIFF, $EQNR
Miller/Howard Investments7/18/2021
Madison Dividend Income Fund7/20/2021$AFL
Madison Investors Fund7/20/2021$BD, $DLTR, $PCAR, $PGR
Madison Mid Cap Fund7/20/2021$CNNE, $PCAR
Madison Small Cap Fund7/20/2021
Bernzott Capital Advisors7/20/2021$ADTN, $ATSG, $GVA, $JRVR
Whitebrook Capital7/20/2021
Merion Road Capital7/20/2021$FLXS
Arisaig Partners7/20/2021$ARCE
Hoisington Investment Management7/20/2021
L1 International Capital Fund7/20/2021$GPK
Blue Tower Asset Management7/20/2021$CNR, $TCS.L
Tidefall Capital Management7/20/2021$FB
Cedar Creek Partners7/22/2021$CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP
Kinsman Oak Equity Fund7/22/2021
Vulcan Value Partners7/22/2021
Polen Capital - Focus Growth7/22/2021
Polen Capital - Global Growth7/22/2021
Polen Capital - International Growth7/22/2021
Steel City Capital7/22/2021$ATEX, $NEWSA, $LSYN, $SIGA, $TRUP
Ensemble Fund7/22/2021$NTDOY, $ILMN
Spree Capital7/22/2021
Oakmark Fund7/22/2021
Oakmark Global Fund7/22/2021$THC, $INCZY
Oakmark Global Select Fund7/22/2021
Oakmark International Fund7/22/2021
Oakmark Select Fund7/22/2021$ALSN
Horizon Kinetics7/24/2021
Maran Capital Management7/24/2021$CRSS, $CTT.PT, $CLAR, $PCYO
Bronte Capital7/24/2021
Baron Asset Fund7/24/2021$AVLR
Baron Growth Fund7/24/2021$ZY
Baron Small Cap Fund7/24/2021$JBI, $FA
Laughing Water Capital7/25/2021$AIMFF, $TACT, $THRY
1 Main Capital Partners7/25/2021$MHH, $ATIP.WS, $LMB
Voss Capital7/25/2021$IMXI, $ECNCF
Greystone Capital Management7/25/2021$HOME, $THBRF
Emeth Value Capital7/25/2021
Summers Value Fund7/27/2021
Artisan International Value Fund7/27/2021
Artisan Mid Cap Fund7/27/2021$LPLA, $ENTG, $WMS, $HUBS, $GMAB
Artisan Small Cap Fund7/27/2021$OLO, $WK, $EB, $WMS, $VMI, $BIGC
Baron Opportunity Fund7/27/2021$EDR, $INDI, $RNG, $TEAM, $SOFI
Baron Partners Fund7/27/2021
Baron FinTech Fund7/27/2021$DLO, $MQ, $SOFI
Baron Discovery Fund7/27/2021$JBGS, $DV, $INDI, $ALKT, $PING, $ZY, $OLK, $RXRX
Akre Focus Fund7/27/2021
Epoch Investment Partners7/27/2021
Greenlight Capital7/27/2021
Polen Capital - International Small Company Growth7/27/2021
Polen Capital - U.S. Small Company Growth7/27/2021
Polen U.S. SMID Company Growth 7/27/2021
Diamond Hill Small Cap Fund7/27/2021
Alluvial Capital Management7/28/2021$GTX, $PIOE, $CRSS, $TPRP
Argosy Investors7/28/2021$FERG, $ARLO, $VZIO
JDP Capital Management7/29/2021$SPOT, $ROKU, $DRTT, $INVVY, $STNE
Boyar Value Group7/29/2021
Long Cast Advisers 7/29/2021$QRHC
Weitz Hickory Fund7/31/2021$MKTX, $DNB
Weitz Partners III Opportunity Fund7/31/2021
Weitz Partners Value Fund7/31/2021
Weitz Value Fund7/31/2021$ROP
Giverny Capital Asset Management7/31/2021$ACOPF, $ATHM, $KMX
Alta Fox Capital Management7/31/2021
Donville Kent Asset Management7/31/2021$PLCKF, $NOW.V
First Eagle Global Value7/31/2021
Rowan Street Capital7/31/2021$SPOT, $FB
FPA Crescent Fund7/31/2021
Carillon Eagle Mid Cap Growth Fund8/02/2021
Carillon Eagle Small Cap Growth Fund8/02/2021
Wasatch Core Growth Fund8/02/2021
Wasatch Micro Cap Fund8/02/2021
Wasatch Micro Cap Value Fund8/02/2021
Wasatch Small Cap Growth Fund8/02/2021
Wasatch Small Cap Value Fund8/02/2021
Wasatch Ultra Growth Fund8/02/2021
Myrmikan Research8/02/2021
L1 Capital Long Short Fund8/10/2021
Aikya Funds8/10/2021
Horos Funds8/10/2021$SUHJY, $MBI
Tweedy Browne8/10/2021
Upslope Capital Management8/10/2021$MKTX, $ENV
Crestcat Capital8/10/2021
Pzena Investment Management8/10/2021
Tao Value8/10/2021
Third Point8/10/2021$RH, $DIS
RGA Investment Advisors8/10/2021$SFIX
Luca Capital8/11/2021
Miller Income Strategy8/11/2021
Miller Opportunity Equity8/11/2021
Goehring & Rozencwajg8/23/2021
Artisan Global Discovery Fund8/23/2021
Artisan Value Fund8/23/2021
Artko Capital8/23/2021$GLBI, $CURN
Choice Equities Fund8/23/2021$INVE
LRT Capital8/23/2021$DPZ, $SCL, $MAR, $NVO, $RGEN, $HXL, $WSO, $TPL, $CIGI, $TFII
Saga Partners8/23/2021$GDRX
Harding Loevner Emerging Markets Equity8/28/2021
Harding Loevner Global Equity8/28/2021
Harding Loevner Global Small Companies8/28/2021
Harding Loevner International Equity8/28/2021
Harding Loevner International Small Companies Equity8/28/2021
Appleseed Fund8/28/2021$HLF, $BOWFF, $ALL, $NPSNY
Ariel Trust Funds8/28/2021$ADT, $BOKF, $MDP
Rondure Global8/28/2021
RiverPark/Wedgewood Fund8/28/2021$CDW, $CPRT, $TSM
Fundsmith Equity Fund8/28/2021
Greenhaven Road Capital8/28/2021$MKTW
GoodHaven Fund8/28/2021
Hayden Capital8/28/2021
Arquitos Capital8/28/2021
Evermore Global Value Fund8/28/2021
Andaz Private Investments8/28/2021
WertArt Capital8/28/2021$SUPN, $GOE.PA, $NTDOY, $HSCNF
Rhizome Partners8/28/2021$FRPH
Palm Capital8/28/2021

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