3rd Quarter 2022

St. James Investment Company 10/16/2022
Vltava Fund10/16/2022ATD.TO BRK-B BMW.DE CVS JPM LMT MKL
Comus Investments10/16/2022
Moon Capital10/16/2022ALLY
Cooper Investors Global Equity Fund (Hedged)10/16/2022
Cooper Investors Global Equity Fund (Unhedged)10/16/2022
Blue Tower Asset Management10/16/2022ENVA
East72 Holdings10/17/2022MSGS MANU
Palm Valley Capital Fund10/18/2022KELYA MAN SNN SRM CRDAWHGLY ODC
Smead International Value Fund10/18/2022
Smead Value Fund10/18/2022
RiverPark Large Growth10/18/2022FIVN BKNGINTU V WDAY
RiverPark Long/Short Opportunity Fund10/18/2022
Old West Capital Management10/18/2022FIL.TO FLMMF
Miller/Howard Investments10/18/2022
Andvari Associates10/18/2022
Giverny Capital Asset Management10/18/2022META KMX
Curreen Capital10/18/2022
L1 Capital Long Short Fund10/20/2022
L1 International Capital Fund10/20/2022
Baron Health Care Fund10/20/2022HUM ALNY DHR RGEN ISRG
Merion Road Capital10/20/2022GOOG SIX CRMT
Myrmikan Research10/20/2022
Akre Focus Fund10/20/2022
Ensemble Fund10/20/2022NVR SCHW
FMI All Cap Equity10/20/2022AVY FERG
FMI International Equity10/20/2022BME.L HWDN.L
FMI Large Cap Equity10/20/2022AVY FERG
FMI Small Cap Equity10/20/2022SSD G
Madison Dividend Income Fund10/20/2022MS
Madison Investors Fund10/20/2022ACGL ALC
Madison Mid Cap Fund10/20/2022MKSI ROST
Madison Small Cap Fund10/20/2022
Wedgewood Partners Large Cap Focused Growth10/20/2022GOOG
Third Avenue International Real Estate Value Fund10/20/2022
Third Avenue Real Estate Value Fund10/20/2022
Third Avenue Small-Cap Value Fund10/20/2022
Third Avenue Value Fund10/20/2022EZJ.L
Heartland Mid Cap Value Fund10/21/2022CEG SWKS AAP TCBI
Heartland Value Fund10/21/2022NOV PDCO TCBI
Heartland Value Plus Fund10/21/2022PLOW
Distillate Capital10/21/2022
Baron Asset Fund10/21/2022LPLA
Baron Real Estate Fund10/21/2022PLD NTST SBAC REXR POOL
Baron Discovery Fund10/21/2022TXRH SMAR CDNA NVTS SMRT
Alphyn Capital Management10/23/2022WAND.L AHT.L LBRDA FRFHF KMX IAC
Upslope Capital Management10/23/2022CACI BOMXF
Tidefall Capital Management10/25/2022FFH.TO
Alluvial Capital Management10/25/2022PX UD.MI BFCC UBAB CBOBA HRBR JOB
Carillon Eagle Mid Cap Growth Fund10/26/2022
Carillon Eagle Small Cap Growth Fund10/26/2022
Hoisington Investment Management10/26/2022
Polen - U.S. SMID Company Growth 10/26/2022EEFT BMBL
Polen Capital - Emerging Markets Growth10/26/2022
Polen Capital - Focus Growth10/26/2022NFLX ILMN
Polen Capital - Global Growth10/26/2022ADBE OR.PA
Polen Capital - Global SMID Company Growth10/26/2022
Polen Capital - International Growth10/26/2022KER.PA SAP EVO.ST
Polen Capital - International Small Company Growth10/26/2022
Polen Capital - U.S. Small Company Growth10/26/2022
Weitz Hickory Fund10/26/2022LBRDA CHTR
Weitz Partners III Opportunity Fund10/26/2022
Weitz Partners Value Fund10/26/2022
Weitz Value Fund10/26/2022
Baron Small Cap Fund11/01/2022CAKE GDYN CLVT
Baron Opportunity Fund11/01/2022MPWR SHOP NVDA NET INDI
NZS Capital11/01/2022
O'Keefe Stevens11/01/2022LAZ SRG
Rowan Street Capital11/01/2022
Greenlight Capital11/01/2022
Nordstern Capital11/01/2022
Whitebrook Capital11/01/2022BOX
Bernzott Capital Advisors11/08/2022CHRD EHC TCBI SRC
Longleaf Partners Fund11/08/2022
Longleaf Partners Global Fund11/08/2022
Longleaf Partners International Fund11/08/2022
Longleaf Partners Small-Cap Fund11/08/2022
Ave Maria Funds11/08/2022DBRG EDR.MC AMMO
Artisan Global Discovery Fund11/08/2022
Artisan International Value Fund11/08/2022
Artisan Mid Cap Fund11/08/2022UBER SHOP
Artisan Small Cap Fund11/08/2022CWAN MTSI IRTC ETSY
Artisan Value Fund11/08/2022
Artisan Focus Fund11/08/2022
RGA Investment Advisors11/08/2022AZTA BMY CTKB MXCT REGN
Long Cast Advisers 11/08/2022
Wedgewood Partners Focus SMID Cap11/08/2022LDOS TTC
Frontaura Global Frontier Fund LLC 11/08/2022
Canterbury Tollgate11/25/2022
Palm Capital11/25/2022
Cove Street Capital11/25/2022LGF.B ECVT GBLI WSTG CMP VSAT CARG
Miller Deep Value11/25/2022NBR GCI TPC
Miller Income Strategy11/25/2022ARLP CHK BKE OGN CC VTRS
Miller Opportunity Trust11/25/2022
Headwaters Capital11/25/2022UFPT
Bireme Capital11/25/2022RICK NFLX
Epoch Investment Partners11/25/2022
Arch Capital Fund11/25/2022ADSK
Vulcan Value Partners11/25/2022
Horos Funds11/25/2022
Choice Equities Fund11/25/2022WCC CROX OEC FARM
Oakmark Fund11/25/2022FBHS UBER WBD
Oakmark Global Fund11/25/2022WBD
Oakmark Global Select Fund11/25/2022
Oakmark International Fund11/25/2022
Oakmark International Small Cap Fund11/25/2022
Oakmark Select Fund11/25/2022KKRCRM WBD WFC
Horizon Kinetics11/25/2022
Baron FinTech Fund11/26/2022SCHW FDS
Baron Growth Fund11/26/2022
Baron Fifth Avenue Growth Fund11/26/2022TEAM TTD
Blue Hawk Investment Group 11/26/2022
Diamond Hill Small Cap Fund11/26/2022
Greystone Capital Management11/26/2022POL
Leaven Partners11/26/2022
Rondure Global11/26/2022
Greenhaven Road Capital11/26/2022PAR ESTC KKR CLBT APG HGTY
LVS Advisory11/28/2022
Andaz Private Investments11/28/2022
Alger Mid Cap Focus Fund11/28/2022CEG PCTY NTRA AVTR MRCY SGEN
Alger Small Cap Focus Fund11/28/2022RBC SWAV NTRA MRCY HSKA QDEL
Alger Spectra Fund11/28/2022
Alger Weatherbie Specialized Growth Fund11/28/2022PI AMRC SPSC CLB DRQ DH
Cedar Creek Partners11/28/2022BMTX CZBS MFBP BFCC
Donville Kent Asset Management11/28/2022
Ariel Trust Funds11/28/2022KMX GNRC SJM AD.AS
DMZ Partners11/28/2022
Fund Name Date Stocks Mentioned

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