3rd Quarter 2024

If you enjoy going through 13-F filings, take look at Q1 2024, Q2 2024 and Q3 2024for the 13-f filers I read on regular basis.

Enjoy!!!


Fund Name Date Stocks Mentioned
St. James Investment Company 10/05/2024
Middle Coast Investing10/06/2024ATKR APOG ABM BOOM OMAB DALN ATRO
Vltava Fund10/06/2024BN
Palm Valley Capital Fund10/12/2024TBI RGP DOX WHGLY HELE
Akre Focus Fund10/12/2024
Frontaura Global Frontier Fund LLC 10/12/2024
Leaven Partners10/12/2024
Cove Street Capital10/12/2024OUT CLMB RDVT
Aristotle - International Equity ADR10/12/2024DEO
Aristotle - Global Equity10/12/2024BN MCHP RTOKY TCNRF MONOF
Aristotle - Value Equity10/12/2024MCHP BN VZ AIG MONOF
Headwaters Capital10/12/2024ASGTF
Madison Dividend Income Fund10/15/2024HON
Madison Investors Fund10/15/2024KEYS
Madison Mid Cap Fund10/15/2024GGG LAG ABG
Madison Small Cap Fund10/15/2024
Madison Sustainable Equity Fund10/15/2024
Fiduciary Management Inc.10/18/2024ARW BRK.B IFJPY
Claret Asset Management10/19/2024
Distillate Capital10/19/2024
Cooper Investors Global Equity Fund (Hedged)10/19/2024TKO
Cooper Investors Global Equity Fund (Unhedged)10/19/2024TKO
Patient Capital Management10/19/2024QXO PLAY BABA EXPE KOS SDRL PGEN
Blue Tower Asset Management10/19/2024WCC
Vulcan Value Partners10/19/2024
East72 Dynasty Trust10/19/2024HAL.AS BOIVF
Right Tail Capital10/20/2024CDW NSIT
Upslope Capital Management1/00/1900CME CMPO MHVYF
Third Avenue International Real Estate Value Fund10/20/2024
Third Avenue Real Estate Value Fund10/20/2024
Third Avenue Small-Cap Value Fund10/20/2024SD PBF
Third Avenue Value Fund10/20/2024FUJHF
Conestoga Capital Advisors, LLC10/20/2024MAMA COCO
Upslope Capital Management10/20/2024CME CMPO MHVYF
LVS Advisory10/26/2024MEDP
Firebird U.S. Value Fund10/26/2024TRV AIZ RCM FTI SNBR
Hoisington Investment Management10/26/2024
Pzena Investment Management10/26/2024
White Falcon Capital Management10/26/2024DAVA EPAM
The Ithaka Group10/26/2024NOW MA BX DXCM ELF ASML
Giverny Capital Asset Management10/26/2024MEDP
Wedgewood Partners Large Cap Focused Growth10/27/2024MSI
Diamond Hill Small Cap Fund10/27/2024NSP PESI IGIC PAL
Gehlen Bräutigam Capital GmbH11/01/2024
Praetorian Capital 11/01/2024AMRK JOE SII
Sohra Peak Capital Partners11/01/2024MAD.AX APR.WA DNP.WA KITW.L DURCF
O'Keefe Stevens11/01/2024EAF FPH BGC SWX
SouthernSun Small Cap11/01/2024LPX BOOT USPH NGVT
SouthernSun SMID Cap11/01/2024APG GNRC
Curreen Capital11/01/2024AAP EHAB
Choice Equities Fund11/03/2024OEC MGNI PAR CZR GENI HAIN
Plural Investing11/03/2024SEG WOSGF TRRVF
Palm Harbour Capital11/03/2024MDIA3.SA
Donville Kent Asset Management11/03/2024BYDGF MTYFF EHMEF VHIBF CRFQF ETOLF PRLPF
Cedar Creek Partners11/03/2024PCHM CZBS SODI ENDI ROYTL PROM
Alluvial Capital Management11/03/2024ZEG.L BAHN-B.ST NLOP MCB.L FTLF TLN
Greystone Capital Management11/03/2024LEFUF
Third Point Offshore Fund11/03/2024DSDVF CNK
The London Company - Large Cap11/04/2024CB TEL
The London Company - Mid Cap11/04/2024
The London Company - Small Cap11/04/2024
The London Company - Small-Mid Cap11/04/2024
Heartland Mid Cap Value Fund11/04/2024RHI SNN DG
Heartland Value Fund11/04/2024ALEX OR NGD
Heartland Value Plus Fund11/04/2024GTES HAYW
Whitebrook Capital Partners 11/04/2024AFYA GPRE BLDR
Merion Road Capital11/04/2024FCTP CURB UBAB
Long Cast Advisers 11/09/2024PDEX CCRD
Miller/Howard Investments11/09/2024
1 Main Capital Partners11/09/2024PRKR
Maran Capital Management11/09/2024HKHC CLAR
Horizon Kinetics11/09/2024
Gator Capital Management11/09/2024CBNA
Massif Capital11/10/2024SMNEY AFM.V
Rowan Street Capital11/10/2024
Aristotle - Core Equity11/10/2024
Aristotle - Focus Growth11/10/2024LIN
Aristotle - Large Cap Growth11/10/2024LLY LIN
Aristotle - Small Cap Equity11/10/2024FIBK
Aristotle - Small/Mid Cap Equity11/10/2024AMTM FIBK PR
Baron Asset Fund11/22/2024WELL DUOL
Baron Discovery Fund11/22/2024TWFG NARI
Weitz Large Cap Equity Fund11/22/2024
Weitz Multy Cap Equity Fund11/22/2024
Weitz Partners III Opportunity Fund11/22/2024
Fairlight Alpha Fund LP11/23/2024MCCRF MMTMF ALLOG.PA
Greenhaven Road Capital11/23/2024LFCR PAR KKR CLBT BUR HGTY SOC
Atai Capital Management11/23/2024HAIVF
Saltlight Capital 11/30/2024APP SE TCEHY RBLX
Baron Emerging Markets Fund11/30/2024
Baron Fifth Avenue Growth Fund11/30/2024TSM KKR IOT
Silver Beach Capital11/30/2024BN WSC
Bronte Capital11/30/2024REGN V COF DFS AXP SMMT
Kinsman Oak Equity Fund12/01/2024
L1 Capital Long Short Fund12/01/2024QABSY CRH TSCDY CHRYY RBSPF RTMVF CVE
L1 International Capital Fund12/01/2024
Baron FinTech Fund12/01/2024TWFG PRI
NZS Capital12/01/2024
RiverPark Large Growth12/01/2024META SHOP BX KKR ADYEY GOOG PINS SNAP SCHW
RiverPark Long/Short Opportunity Fund12/01/2024
180 Degree Capital Corp.12/01/2024
Mar Vista Focus Fund12/01/2024LIN V
Mar Vista Global Equity Fund12/01/2024
Mar Vista Strategic Growth Fund12/01/2024AME SYK UL
Voss Capital12/21/2024PHIN
Alphyn Capital Management12/21/2024MRO.L
Horos Funds12/21/2024
Manole Capital Management12/21/2024
Goehring & Rozencwajg12/21/2024
FPA Crescent Fund12/21/2024JEF JDEPF
FPA Queens Road Small Cap Value Fund12/21/2024AAP SFM IDCC FN CSWI DECK CNXC ALTM VSH
FPA Queens Road Value Fund12/21/2024

1 comment:

  1. AnonymousDecember 3, 2024 at 1:39 PM

    is there a better/safer link to Silver Beach Capital letter (with BN & WSC)? Can't seem to get there with security issues

    ReplyDelete

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