2nd Quarter 2022

Andvari Associates7/09/2022ADBE
Comus Investments7/09/2022
St. James Investment Company 7/09/2022
Vltava Fund7/09/2022CVE
Palm Valley Capital Fund7/11/2022CRI ORI HOFT LSDAF NATH
Moon Capital7/11/2022META
East72 Holdings7/15/2022LBRDA UHAL
FMI All Cap Equity7/15/2022
FMI International Equity7/15/2022
FMI Large Cap Equity7/15/2022
FMI Small Cap Equity7/15/2022
Akre Focus Fund7/15/2022
Cooper Investors Global Equity Fund (Hedged)7/15/2022LNSTY
Cooper Investors Global Equity Fund (Unhedged)7/15/2022LNSTY
Wedgewood Partners Large Cap Focused Growth7/15/2022FRC POOL SBUX
Madison Dividend Income Fund7/15/2022
Madison Investors Fund7/15/2022
Madison Mid Cap Fund7/15/2022FND TTWO FWONA
Madison Small Cap Fund7/15/2022HAIN MODN
O'Keefe Stevens7/16/2022
Merion Road Capital7/16/2022GOOG WHG
Smead International Value Fund7/16/2022
Smead Value Fund7/16/2022
L1 Capital Long Short Fund7/16/2022CVE SHOP BLSFF CSCCF MALRF
L1 International Capital Fund7/16/2022GOOG AMZN BKNG EXP LPX GPK IQV
Blue Tower Asset Management7/16/2022
RiverPark Large Growth7/17/2022UBER RNG TWLO KKR NKE ADYEY
RiverPark Long/Short Opportunity Fund7/17/2022AMZN BX GOOG META
NZS Capital7/17/2022
Worm Capital7/17/2022TSLA SPOT
Old West Capital Management7/20/2022LMT
Distillate Capital7/20/2022
Heartland Mid Cap Value Fund7/20/2022COLD FIBK SNA G THO
Heartland Value Fund7/20/2022CSV STKL DINO NWPX CECE
Heartland Value Plus Fund7/20/2022POWL
Curreen Capital7/20/2022
Alphyn Capital Management7/20/2022PROSY BUR CRSS EXXRF W AMZN
Miller/Howard Investments7/20/2022
Nordstern Capital7/20/2022ARCH ERJ IPMLF EVVTY STNE
Baron Health Care Fund7/20/2022BMY VRTX NVO ILMN
Third Avenue International Real Estate Value Fund7/21/2022INGEF VESTF
Third Avenue Real Estate Value Fund7/21/2022DHI CBRE
Third Avenue Small-Cap Value Fund7/21/2022SUPN CCF
Third Avenue Value Fund7/21/2022THYCF AJMPF SCPPF
Whitebrook Capital7/21/2022ITRI AFYA
Rowan Street Capital7/21/2022SPOT META PTON
Baron Discovery Fund7/22/2022GWRE ASGN CDAY GTLB ESTA
Baron Real Estate Fund7/21/2022AVB SITE FBHS DLR BX
Ensemble Fund7/22/2022ILMN NOW MASI NFLX NVR FAF HD
Bernzott Capital Advisors7/22/2022CADE HHC TRNO
Upslope Capital Management7/22/2022BALL
Carillon Eagle Mid Cap Growth Fund7/23/2022
Carillon Eagle Small Cap Growth Fund7/23/2022
Hoisington Investment Management7/23/2022
Horizon Kinetics7/23/2022WPM ATUSF ATRWF CME PREKF
Oakmark Fund7/23/2022DIS ETSY MAS ORCL PH
Oakmark Global Fund7/23/2022
Oakmark Global Select Fund7/23/2022PROSY GOOG AMZN
Oakmark International Fund7/23/2022PROSY CS PPRUY
Oakmark International Small Cap Fund7/23/2022ELEEF ATEAY FLUIF NEXXY XPG.F
Oakmark Select Fund7/23/2022
Alluvial Capital Management7/23/2022PX UD.MI GTXAP TIMB BSND CUSI
Giverny Capital Asset Management7/23/2022ASHTF ADI FND
Diamond Hill Small Cap Fund7/23/2022FA ECOM CCS ESAB ENOV
Pzena Investment Management7/23/2022
Myrmikan Research7/23/2022
Alger Small Cap Focus Fund7/23/2022EVH CYRX GO HRI ATRC INSP
Alger Spectra Fund7/23/2022BABA RIVN META AMZN APPL MSFT
Miller Deep Value7/23/2022CHS AXL GCI QUAD NBR FTI
Longleaf Partners Fund7/24/2022WMB WBD MGM GE
Longleaf Partners Global Fund7/24/2022PROSY WBD TIGO EXXRF MGM
Longleaf Partners International Fund7/24/2022WHGLY PROSY DPZ TIGO EXXRF
Longleaf Partners Small-Cap Fund7/24/2022WTM OSCR VMEO HOUS ESRT WEST
Cove Street Capital7/24/2022HNRG WTM VSAT CMP LGF.B INFU
Ave Maria Funds7/24/2022APG BAMR GPRE CHK CLB MIR STNE
Mawer Mutual Funds7/24/2022
IP-Capital Partners7/24/2022NFLX CHTR SCHW AMZN
Weitz Hickory Fund7/25/2022
Weitz Partners III Opportunity Fund7/25/2022
Weitz Partners Value Fund7/25/2022
Weitz Value Fund7/25/2022
Bronte Capital7/31/2022META
1 Main Capital Partners7/31/2022KKR
Emeth Value Capital7/31/2022DECPF
Saltlight Capital 8/01/2022PROSY BAM
Praetorian Capital 8/01/2022JOE
Greystone Capital Management8/01/2022BSFFF RICK IDT GOED EDDRF
Leaven Partners8/01/2022
Maran Capital Management8/01/2022
Polen - U.S. SMID Company Growth 8/05/2022
Polen Capital - Emerging Markets Growth8/05/2022
Polen Capital - Focus Growth8/05/2022ADBE ABNB AMZN NFLX
Polen Capital - Global Growth8/05/2022
Polen Capital - International Growth8/05/2022
Polen Capital - International Small Company Growth8/05/2022
Polen Capital - U.S. Small Company Growth8/05/2022
Miller Income Strategy8/05/2022HRB ARLP HMPT JXN
Miller Opportunity Trust8/05/2022EXPE UAL BABA KRTX NCLH COIN BHC
Bireme Capital8/05/2022HCA
Epoch Investment Partners8/05/2022
Cedar Creek Partners8/05/2022NNUP HRBR WCRS ROYTL BMTX
Headwaters Capital8/05/2022QLYS
Rondure Global8/05/2022
Tidefall Capital Management8/06/2022ONEXF
Arch Capital Fund8/08/2022IAC
Andaz Private Investments8/08/2022
Vulcan Value Partners8/08/2022GE CBRE SNBR
Voss Capital8/08/2022EXTR
FPA Crescent Fund8/08/2022
FPA Queens Road Small Cap Value Fund8/08/2022
FPA U.S. Core Equity Fund8/08/2022
Laughing Water Capital8/08/2022CDMO AIMFF CSPLF LNDC THRY FREE TACT
RGA Investment Advisors8/08/2022META ALGN CTKB MXCT
Horos Funds8/08/2022
Choice Equities Fund8/08/2022CROX SITE FARM OEC
Baron Asset Fund8/10/2022ICLR FND
Baron FinTech Fund8/10/2022PGR
Baron Growth Fund8/10/2022
Summers Value Fund8/15/2022
Wedgewood Partners Focus SMID Cap8/15/2022FRC POOL
Frontaura Global Frontier Fund LLC 8/15/2022
Harding Loevner Emerging Markets Equity8/15/2022
Harding Loevner Global Equity8/15/2022ILMN META NFLX SIVB ADYEY
Harding Loevner Global Small Companies8/15/2022
Harding Loevner International Equity8/15/2022
Harding Loevner International Small Companies Equity8/15/2022
Alta Fox Capital Management8/15/2022EVBG XPEL NGMS
Argosy Investors8/15/2022META DFH AMOT CURV FTV VNT WBD
Baron Partners Fund8/15/2022
Baron Small Cap Fund8/15/2022GTLS SPT
Artko Capital8/16/2022NTIC CURN PBPB ACFN HQI
Long Cast Advisers 8/16/2022CCRN CCRD QRHC DAIO
Palm Capital8/17/2022
Bonsai Partners8/17/2022RDBBF XPEL
Mindset Value Fund8/17/2022MRMD HQI NNI CNRFF
RV Capital8/17/2022CACC PROSY META CRM CVNA
GreenWood Investors8/29/2022CTTPY KOD MEIP LTRPA RH
River Oak Capital8/29/2022QTGPF SINCH.ST NFLX
Artisan Global Discovery Fund8/29/2022COO MAREL.AS VEEV ON
Artisan International Value Fund8/29/2022
Artisan Mid Cap Fund8/29/2022VEEV ON RYAN RGEN ETSY
Artisan Small Cap Fund8/29/2022NVST ETSY JBT RGEN SPT DV
Artisan Value Fund8/29/2022BAC
GoodHaven Fund8/29/2022
Steel City Capital8/29/2022TRUP CVNA SCI ETRN UNTC ATEX
Greenhaven Road Capital8/31/2022ESTC PAR KKR CLBT APPS
Fund Name Date Stocks Mentioned

No comments:

Post a Comment

Subscribe to: Posts (Atom)