3rd Quarter 2021

Fund Name Date Stocks Mentioned
East72 Holdings10/08/2021$ANSLY, $APPEF, $BOWX, $FRPH, $MAC, $LLC.AX
Vltava Fund10/08/2021$WLTW
Massif Capital10/08/2021$SBLK
Headwaters Capital10/08/2021$SPSC, $FICO, $TRNS
Palm Valley Capital Fund10/09/2021$THS, $TRFPF, $AMRK, $WHGLY
St. James Investment Company 10/09/2021
Richie Capital Group10/11/2021$FICO, $FREE, $INS, $MSCI
Comus Investments10/11/2021
Blue Tower Asset Management10/12/2021$3723.T
Wedgewood Partners10/13/2021$MSI, $UNH
DMZ Partners10/14/2021
FMI All Cap Equity10/14/2021
FMI International Equity10/14/2021$RXLSF, $4403.T
FMI Large Cap Equity10/14/2021
FMI Small Cap Equity10/14/2021$PCAR, $BRKB
Curreen Capital10/15/2021$JXN, $MIC
Cooper Investors Global Equity Fund (Hedged)10/15/2021$RYAN, $CSGP
Cooper Investors Global Equity Fund (Unhedged)10/15/2021
Madison Dividend Income Fund10/15/2021$BKR, $EOG
Madison Investors Fund10/15/2021$AMZN, $ADI, $PPG, $TEL
Madison Mid Cap Fund10/15/2021
Madison Small Cap Fund10/15/2021
Worm Capital10/16/2021
Merion Road Capital10/16/2021$BLDR, $RCKY
Heartland Mid Cap Value Fund10/16/2021$CBOE, $EXC, $SPB
Heartland Value Fund10/16/2021$CVLG, $BBBY, $BRY
Heartland Value Plus Fund10/16/2021$POR, $FCFS, $HAE
Alger Mid Cap Focus Fund10/16/2021$INMD, $GXO, $UPST, $RNLX, $GENI, $PINS
Alger Small Cap Focus Fund10/16/2021$RGEN, $MPWR, $PAYC, $CDNA, $SHAK, $NVRO
Alger Spectra Fund10/16/2021$UPST, $GOOG, $MSFT, $ROKU, $PINS, $PYPL
Alger Weatherbie Specialized Growth Fund10/16/2021$UPST, $PCTY, $GLOB, $OLLI, $NVRO, $CLB
Summers Value Fund10/16/2021$NTOV, $ELMD
Baron Growth Fund10/17/2021$VLD, $DNUT, $SMRT
Baron Real Estate Fund10/17/2021
Baron Health Care Fund10/17/2021$NTRA, $GDRX, $MRTX, $STVN
Oakmark Fund10/17/2021
Oakmark Global Fund10/17/2021
Oakmark Global Select Fund10/17/2021
Oakmark International Fund10/17/2021
Oakmark International Small Cap Fund10/17/2021
Oakmark Select Fund10/17/2021
Miller/Howard Investments10/17/2021
NZS Capital10/17/2021
Third Avenue International Real Estate Value Fund10/19/2021
Third Avenue Real Estate Value Fund10/19/2021$APTS, $WARFY, $
Third Avenue Small-Cap Value Fund10/19/2021$MSGE
Third Avenue Value Fund10/19/2021$BMWYY, $DDAIF, $BKRIF, $DB, $CSFFF, $LUNMF
Upslope Capital Management10/19/2021$TCHBF, $BWXT
Carillon Eagle Mid Cap Growth Fund10/19/2021
Carillon Eagle Small Cap Growth Fund10/19/2021
Rowan Street Capital10/19/2021
Old West Capital Management10/19/2021$FLGT
Distillate Capital10/19/2021
Alphyn Capital Management10/19/2021$PSTH, $CSPLF, $CRSS, $CFX, $NPSNY, $PROSY, $TCEHY
Ensemble Fund10/20/2021$BKNG, $LSTR
Smead Value Fund10/20/2021
Bernzott Capital Advisors10/20/2021$ATIP, $VNOM
Greenlight Capital10/20/2021$GRBK, $BHF, $CSPLF $SONO
Longleaf Partners Fund10/21/2021$DISCK
Longleaf Partners International Fund10/21/2021
Longleaf Partners Global Fund10/21/2021
Longleaf Partners Small-Cap Fund10/21/2021$RNR
Hoisington Investment Management10/21/2021
Whitebrook Capital10/21/2021$QRTEA
L1 International Capital Fund10/21/2021$TXN
L1 Capital Long Short Fund10/21/2021
Horizon Kinetics10/23/2021$LNG, $TPL
Baron Discovery Fund10/23/2021$BASE, $SMRT, $MCG, $FORG, $QLYS
Baron Asset Fund10/23/2021$HUBS
Arisaig Partners10/23/2021
Kinsman Oak Equity Fund10/23/2021$RICK
Polen Capital - Focus Growth10/23/2021$ABNB
Polen Capital - Global Growth10/23/2021
Polen Capital - International Growth10/23/2021
Bronte Capital10/23/2021
Aikya Funds10/23/2021
Myrmikan Research10/23/2021
Crestcat Capital10/23/2021
Pzena Investment Management10/23/2021
Diamond Hill Small Cap Fund10/23/2021
Akre Focus Fund10/23/2021
Rondure Global10/23/2021
Artisan Mid Cap Fund10/24/2021NEO MQ ASND CDAY ENTG
Artisan International Value Fund10/24/2021
Weitz Hickory Fund10/24/2021
Weitz Partners III Opportunity Fund10/24/2021
Weitz Partners Value Fund10/24/2021
Weitz Value Fund10/24/2021
Giverny Capital Asset Management10/24/2021IIVI
Argosy Investors10/25/2021DFH GO RRTS
Tidefall Capital Management10/25/2021FRFHF
Polen Capital - U.S. Small Company Growth10/26/2021
Polen U.S. SMID Company Growth 10/26/2021OLO
Tao Value10/29/2021FB RBLX
Alta Fox Capital Management10/29/2021
First Eagle Global Value10/29/2021
Vulcan Value Partners10/29/2021LRCX UPST AMAT
FPA Crescent Fund10/29/2021
Miller Opportunity Equity10/29/2021BABA GM FTCH MTTR WW VRM
Miller Income Strategy10/29/2021APTS VALE CHS CC
LRT Capital10/30/2021TSCO
Luca Capital10/30/2021TDOC
Greystone Capital Management10/30/2021LSYN RSSS BSFFF EDDRF
Epoch Investment Partners10/30/2021
RiverPark Large Growth 10/31/2021DXCM SNOW TWLO RNG EXAS ZG SOFI
RiverPark Long/Short Opportunity Fund10/31/2021
Maran Capital Management10/31/2021CLAR TPB CRSS AOUT
Bireme Capital10/31/2021RICK BOIVF ORI IMBBY
1 Main Capital Partners10/31/2021LMB ATIP GREE
Mindset Value Fund10/31/2021
Andvari Associates10/31/2021CHE
Baron FinTech Fund10/31/2021WPLCF CWAN TOST
Baron Partners Fund10/31/2021
Harding Loevner Emerging Markets Equity10/31/2021
Harding Loevner Global Equity10/31/2021
Harding Loevner Global Small Companies10/31/2021BWA STAEF ST
Harding Loevner International Equity10/31/2021
Harding Loevner International Small Companies Equity10/31/2021
Alluvial Capital Management11/02/2021PX CRAWA LICT NUVR WHLR
Greenhaven Road Capital11/02/2021APPS MKTW
RGA Investment Advisors11/02/2021KW
Davis Financial Fund.11/02/2021
Davis Global Fund11/02/2021
Davis International Fund11/02/2021
Davis New York Venture Fund11/02/2021
Davis Opportunity Fund11/02/2021
Donville Kent Asset Management11/02/2021PRL.TO
Tollymore Investment Partners11/02/2021NXGPY HLFFF RDBBF
Steel City Capital11/02/2021ATEX LSYN SIGA
Polen Capital - International Small Company Growth11/02/2021
RiverPark/Wedgewood Fund11/04/2021MSI UNH
Artisan Global Discovery Fund11/06/2021
Artisan Small Cap Fund11/06/2021COMP SI TWOU BTRS OLO
Artisan Value Fund11/06/2021
Saturna Capital11/06/2021
Saturna Capital - Amana Funds11/06/2021
Saturna Capital - Sextant Funds11/06/2021
Cedar Creek Partners11/08/2021BMTX PCHM NNUP DBMG
Baron Opportunity Fund11/08/2021NTRA NRDY TOST CDAY
Baron Small Cap Fund11/08/2021MCG SMRT HLLY
Artko Capital11/17/2021HQI
Hayden Capital11/17/2021COIN ZLPSF
Tweedy Browne11/17/2021
Canterbury Tollgate11/17/2021
Andaz Private Investments11/17/2021
River Oak Capital11/17/2021
Palm Capital11/17/2021
Long Cast Advisers 11/22/2021SANW PDEX CTEK
FPA Queens Road Small Cap Value Fund11/22/2021
Choice Equities Fund11/29/2021FARM INVE GMS
Ariel Trust Funds11/29/2021BIDU BWA CBRE GNTX
GreenWood Investors11/29/2021
Horos Funds11/29/2021
Goehring & Rozencwajg11/29/2021
Saltlight Capital 11/29/2021
Voss Capital12/14/2021SWIR
Turtle Creek12/14/2021

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