4th Quarter 2020

Fund Name Date Stocks Mentioned
Alger Mid Cap Focus Fund1/14/2021$NET, $ROKU, $FTCH, $QDEL, $STMP, $ZM
Alger Small Cap Focus Fund1/14/2021$CDNA, $NTRA, $CMD, $STMP, $TNDM, $QDEL
Alger Spectra Fund1/14/2021
Alger Weatherbie Specialized Growth Fund1/14/2021
Alphyn Capital Management1/24/2021
Alta Fox Capital Management1/26/2021
Andaz Private Investments1/04/2021
Andvari Associates1/07/2021
Argosy Investors1/12/2021$PINS, $JD, $RP, $SPB, $FTV, $WFC
Arisaig Partners1/13/2021
Artisan Global Discovery Fund1/25/2021
Artisan International Value Fund1/25/2021
Artisan Mid Cap Fund1/25/2021
Artisan Small Cap Fund1/25/2021$SMMC ($BTRS), $DNLI, $ZNGA, $FROG.
Artisan Value Fund1/25/2021
Avory & Company1/14/2021
Baron Asset Fund1/17/2021$SFIX, $FTCH.
Baron Discovery Fund1/17/2021$CDNA, $TPIC, $ALGM, $ESPR, $EBS, $SILK, $FQVTF, $MDEVF, $RRR, $EAR.
Baron FinTech Fund1/25/2021$SHOP, $MELI
Baron Growth Fund1/25/2021$DM
Baron Health Care Fund1/17/2021
Baron Opportunity Fund1/17/2021$OPEN, $SFIX, $FTCH
Baron Partners Fund1/25/2021
Baron Real Estate Fund1/17/2021
Bernzott Capital Advisors1/21/2021
Blue Tower Asset Management1/27/2021$EZPW
Bronte Capital1/15/2021
Carillon Eagle Mid Cap Growth Fund1/21/2021
Carillon Eagle Small Cap Growth Fund1/25/2021
Comus Investments1/05/2021
Concentrated Compounding*1/05/2021
Cooper Investors Global Equity Fund (Hedged)1/20/2021$TKAYY, $WMG, $WDAY, $OCPNY.
Cooper Investors Global Equity Fund (Unhedged)1/20/2021
Distillate Capital1/02/2021
Donville Kent Asset Management1/20/2021
Edgebrook Partners1/29/2021
Epoch Investment Partners1/26/2021
First Eagle Global Value1/22/2021
FMI All Cap Equity1/15/2021
FMI International Equity1/15/2021
FMI Large Cap Equity1/15/2021
FMI Small Cap Equity1/15/2021
Forager Funds1/20/2021
Fundsmith Equity Fund1/22/2021
Giverny Capital Asset Management1/20/2021
GoodHaven Fund1/29/2021$BRKA, $GOOGL, $GOLD, $JEF, $BLDR.
Greenlight Capital1/25/2021
Greystone Capital Management1/16/2021$CHRM, $TRRVF, $LSYN, $USAT, $FREE
Headwaters Capital1/10/2021$ENTG, $FICO, $INSP
Heartland Mid Cap Value Fund1/15/2021$FCX, $RJF, $BG, $AAP
Heartland Select Value Fund1/15/2021
Heartland Value Fund1/15/2021$THO, $NVT, $CAGDF
Heartland Value Plus Fund1/15/2021$PAHC, $RILY.
Hoisington Investment Management1/19/2021
L1 Capital Long Short Fund1/25/2021
Laughing Water Capital1/24/2021$AIMFF, $CDMO, $PAR, $USAT
Longleaf Partners Fund1/17/2021
Longleaf Partners Global Fund1/17/2021
Longleaf Partners International Fund1/17/2021
Longleaf Partners Small-Cap Fund1/17/2021
LRT Capital1/15/2021
Madison Dividend Income Fund1/18/2021
Madison Investors Fund1/18/2021
Madison Mid Cap Fund1/18/2021
Madison Small Cap Fund1/18/2021
Massif Capital1/21/2021
Merion Road Capital1/12/2021$PINS, $FCPT, $FERGY, $MHH, $RMCF, $LNSR
Miller/Howard Investments1/27/2021
MPE Capital1/13/2021
Myrmikan Research1/15/2021
NZS Capital1/17/2021
Oakmark Fund1/11/2021$FISV, $KKR
Oakmark Select Fund1/11/2021
Oakmark Global Fund1/11/2021$NVS, $KDP, $LYV, $PINS
Oakmark Global Select Fund1/11/2021
Old West Capital Management1/11/2021$WLDBF.
Palm Valley Capital Fund1/05/2021
Polen Capital - Focus Growth1/22/2021$ILMN, $CRM.
Polen Capital - Global Growth1/22/2021
Polen Capital - International Growth1/22/2021
Pzena Investment Management1/21/2021
Richie Capital Group1/10/2021
RiverPark Large Growth1/14/2021$SNAP, $PINS, $BX, $UBER, $EXAS, $LMT, $DXCM.
RiverPark Long/Short Opportunity Fund1/14/2021
RV Capital1/15/2021$WORK
Smead Value Fund1/26/2021
Spree Capital1/18/2021$CDLX, $UPWK.
St. James Investment Company 1/10/2021
Steel City Capital1/25/2021$LSYN, $ATEX, $EBAY, $TRUP, $WDFC
Summers Value Fund1/21/2021$BASI, $ELMD, $MODV
Tao Value1/21/2021
Third Avenue Real Estate Value Fund1/20/2021$FNMA, $AMH
Third Avenue Small-Cap Value Fund1/20/2021
Third Avenue Value Fund1/20/2021$LAZ, $SVNDY.
Upslope Capital Management1/15/2021
Vltava Fund1/05/2021
Vulcan Value Partners1/26/2021
Wedgewood Partners1/13/2021$PGR, $SPGI, $TSCI
Weitz Hickory Fund1/27/2021
Weitz Partners III Opportunity Fund1/27/2021
Weitz Partners Value Fund1/27/2021
Weitz Value Fund1/27/2021
Whitebrook Capital1/26/2021
Horizon Kinetics1/30/2021
Harding Loevner Global Equity1/30/2021
Harding Loevner International Equity1/30/2021
Harding Loevner International Small Companies Equity1/30/2021
Harding Loevner Global Small Companies1/30/2021
Davis Financial Fund.1/30/2021
Davis Global Fund1/30/2021
Davis International Fund1/30/2021
Davis New York Venture Fund1/30/2021
Davis Opportunity Fund1/30/2021
Crestcat Capital1/30/2021
Polen Capital - International Small Company Growth1/30/2021
Polen Capital - U.S. Small Company Growth1/30/2021
Ensemble Fund1/30/2021$RACE, $NVR
Greenhaven Road Capital1/31/2021$PAR, $KKR, $ESTC, $APPS, $ROKU, $NYT
Nelson Capital1/31/2021$CHWY
Aikya Funds1/31/2021
LF Lindsell Train UK Equity Fund1/31/2021
Admiral Capital Partners1/31/2021
Canterbury Tollgate1/31/2021
Rowan Street Capital1/31/2021
1 Main Capital Partners1/31/2021$JYNT, $SUP
Alluvial Capital Management2/02/2021$NUVR, $LICT, $CRAWA, $PIOE, $RWWI, $WHLR
Diamond Hill Small Cap Fund2/02/2021
Maran Capital Management2/02/2021
Tollymore Investment Partners2/02/2021$FTCH, $NXGPY
Tweedy Browne2/02/2021
Wasatch Core Growth Fund2/02/2021$EEFT, $YETI, $CCC, $OLLI, $CWH
Wasatch Micro Cap Fund2/02/2021XPEL, $CLCT, $SILK, $ESPR
Wasatch Micro Cap Value Fund2/02/2021$GTBIF, $TPIC, $SYX, $LRN, $PAYS, $ESPR.
Wasatch Small Cap Growth Fund2/02/2021
Wasatch Small Cap Value Fund2/02/2021
Wasatch Ultra Growth Fund2/02/2021INSP, $ZEN, $SGMO, $ESPR, $SILK, $TNDM
FPA Crescent Fund2/04/2021
Artko Capital2/04/2021ECOM, $GROW, $SHYF, $NTIC
Bonsai Partners2/04/2021
Blue Hawk Investment Group 2/04/2021$ABNB, $PINS, $LYFT, $FND
RGA Investment Advisors2/04/2021$MJWNF
Mittleman Brothers2/04/2021
Cedar Creek Partners2/06/2021$HOL, $CCUR, $TMTS. $DBMG, $PCHM, $BWEL
Roubaix Capital2/07/2021$KRUS, $GPRO, $RAVN, $SRI, $ATEX, $SQNS, $SYKE
Saga Partners2/07/2021$TDOC, $ROKU, $GDRX, $DBX
JDP Capital Management2/07/2021$SPOT, $ROKU, $STNE
Kinsman Oak Equity Fund2/07/2021
Horos Funds2/07/2021$AER, $GBL, $LSYN.
Miller Income Strategy2/07/2021$BTC, $OMF, $BBBY (bond), $DBD (Bond), $GEO, $GTT (Bond), $NGL
Miller Deep Value2/07/2021$WFC, $BHF, $GCI
Miller Opportunity Equity2/07/2021$DM, $NCLH, $FANG, $GTBIF, $WW
Choice Equities Fund2/11/2021MGNI, $HOME, $PBI, $SIC , $VVI
Brown Capital Management Mid Company Fund2/11/2021$ALGN, $RP, $TDOC, $DXCM
Brown Capital Management Small Company Fund2/11/2021PAYC, $ALRM, $VEEV, $QDEL, $TXG
Brown Capital Management International Equity Fund2/11/2021
Brown Capital Management International Small Company Fund2/11/2021
Ariel Trust Funds2/11/2021$CLB, $MAT, $WBA.
Saturna Capital - Amana Funds2/14/2021
Rhizome Partners2/14/2021
Goehring & Rozencwajg2/14/2021
Ewing Morris - Dark Horse2/14/2021$EXRTF
SRK Capital2/14/2021$TTSH, $NNUP, $BRAG
Lyrical Asset Management2/14/2021
Hayden Capital2/15/2021$SE
GreenWood Investors2/16/2021
Semper Augustus2/25/2021
Saturna Capital - Sextant Funds2/25/2021
Saturna Capital2/25/2021
Rondure Global2/25/2021
Luca Capital2/25/2021
Worm Capital2/25/2021
Bireme Capital2/25/2021
Huffman Prairie2/25/2021
Bonhoeffer Capital Management2/25/2021
Broyhill Asset Management2/25/2021
Coho Capital2/25/2021
RLT Capital Management2/25/2021$SDGR
Martin Capital Management2/25/2021
Bumbershoot Holdings4/01/2021$KVHI, $CTHR
Appleseed Fund4/01/2021
Adestella Investment Management4/01/2021$ARLO
Dynamo Brasil4/01/2021$NKE, $EFX
RiverPark/Wedgewood Fund4/01/2021$PGR, $SPGI, $TSCO
Mar Vista Investment Partners4/01/2021$APH
Lyrical Asset Management4/01/2021
IP-Capital Partners4/01/2021
Giverny Capital4/01/2021
Evermore Global Value Fund4/01/2021$EOSE, $EMGCQ

4 comments:

  1. charles harrisJanuary 29, 2021 at 3:40 PM

    I love this list. I look at it every day. Could you organize it in chronological order of date added rather than alphabetical. It is very difficult to see the new write-ups. Thank you!

    ReplyDelete
    Replies
    1. MAJanuary 30, 2021 at 10:56 PM

      Thanks Charles.
      I finally was able to make it in chronological order.
      It is not ideal but accomplishes the goal.
      Hope you find it useful.

      Delete
  2. ironmanJanuary 30, 2021 at 7:20 AM

    Yes amazing, chrono would be better

    ReplyDelete
  3. AchillesMarch 23, 2021 at 9:41 PM

    No Baupost or Elliott Management letters?

    ReplyDelete

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