4th Quarter 2022

St. James Investment Company 1/13/2023
Vltava Fund1/16/2023ARW GOOG
Comus Investments1/16/2023
East72 Holdings1/16/2023MANU MFG.AX
Wedgewood Partners Large Cap Focused Growth1/16/2023EW META
Concentrated Compounding*1/16/2023CNSWF TDG AMZN GOOG FRC RADI CHTR
Palm Valley Capital Fund1/16/2023
Moon Capital1/16/2023GRBK DVA
Rowan Street Capital1/16/2023SPOT META
Novel Investor1/16/2023
Merion Road Capital1/16/2023FERG GOOG CPRT MWA WHG MHH UBAB
Fairlight Alpha Fund LP1/17/2023MFBP CZBS OPRA
Old West Capital Management1/17/2023AEM GOLD NG SA WDO.TO MAI.V
Greenlight Capital1/17/2023GRBK DNMR CEIX TECK THC
FMI All Cap Equity1/19/2023
FMI International Equity1/19/2023
FMI Large Cap Equity1/19/2023
FMI Small Cap Equity1/19/2023
Akre Focus Fund1/19/2023
Madison Dividend Income Fund1/19/2023CVX
Madison Investors Fund1/19/2023FERG
Madison Mid Cap Fund1/19/2023LBRDA CLVT
Madison Small Cap Fund1/19/2023HAIN SMG
L1 International Capital Fund1/19/2023AMZN
Heartland Mid Cap Value Fund1/20/2023EHC CABO UHAL RNR
Heartland Value Fund1/20/2023AJRD CCS SHYF PRMW
Heartland Value Plus Fund1/20/2023POWL
Miller/Howard Investments1/20/2023
Distillate Capital1/20/2023
Ensemble Fund1/20/2023MASI PAYX
Tidefall Capital Management1/20/2023FFXDF
LVS Advisory1/20/2023BJ BLK
Mar Vista Strategic Growth Fund1/20/2023
Smead Value Fund1/20/2023
Bernzott Capital Advisors1/20/2023
Hoisington Investment Management1/20/2023
Myrmikan Research1/20/2023
Third Avenue International Real Estate Value Fund1/20/2023
Third Avenue Real Estate Value Fund1/20/2023BAM UHAL
Third Avenue Small-Cap Value Fund1/20/2023
Third Avenue Value Fund1/20/2023
Whitebrook Capital Partners 1/23/2023GBX
Miller Income Strategy1/23/2023BKE HEI.DE VTRS RILY
Miller Opportunity Equity1/23/2023
Cove Street Capital1/23/2023LFCR IEHC LTRPA HRG CLMB VMD IAC
Upslope Capital Management1/23/2023ATS.TO BOKF GLT EMG.L
Tourlite Capital Management1/23/2023APG PRM VRRM
Blue Tower Asset Management1/24/2023
Cooper Investors Global Equity Fund (Hedged)1/26/2023HLN TKELY
Cooper Investors Global Equity Fund (Unhedged)1/26/2023
Giverny Capital Asset Management1/26/2023PGR META KMX COHR ERFSF FRC ANET GOOG
L1 Capital Long Short Fund1/26/2023
Baron Health Care Fund1/26/2023CI HCA ASND OPCH MRNA
Nordstern Capital1/27/2023
Baron Real Estate Fund1/27/2023TOL LEN FND SHW
Weitz Hickory Fund1/27/2023
Weitz Partners III Opportunity Fund1/27/2023
Weitz Partners Value Fund1/27/2023
Weitz Value Fund1/27/2023
Diamond Hill Small Cap Fund1/27/2023GHC FTAI GTES ODC
Alphyn Capital Management1/27/2023WANSF EXXRF FRFHF ALVO AMZN IAC BAM W
Cedar Creek Partners1/27/2023ROYTL MFBP CZBS PDRX MGAG
Carillon Eagle Mid Cap Growth Fund1/27/2023
Carillon Eagle Small Cap Growth Fund1/27/2023
1 Main Capital Partners1/27/2023APG
Miller Deep Value1/30/2023NBR QUAD TUP MHO
White Falcon Capital Management1/30/2023AMD
Oakmark Fund1/30/2023ADBE MGA
Oakmark Global Fund1/30/2023KKR STJ.L
Oakmark Global Select Fund1/30/2023HCA AMZN COF
Oakmark International Fund1/30/2023AKZOY SDVKY
Oakmark International Small Cap Fund1/30/2023KNCRY TOWR.JK
Oakmark Select Fund1/30/2023ORCL ICE
Wedgewood Partners Focus SMID Cap1/30/2023GIL SHOO
Praetorian Capital 1/30/2023JOE
McIntyre Partnerships1/31/2023SHC MSGE
Andvari Associates2/01/2023ADBE CNSWF CPRT CSGP DBRG MLAB SPGI TYL
Long Cast Advisers 2/01/2023ENVX RSSS
Curreen Capital2/01/2023ASAI.ST WIX.L
IP-Capital Partners2/01/2023CNSWF TMO
NZS Capital2/01/2023
Alger Spectra Fund2/01/2023NFLX ABBV TDG AMZN TSLA DDOG
VGI Partners Global Investments2/01/2023CME AMZN DBOEY CFRUY SAP DIS RNMBY
Gator Capital Management2/02/2023CG
Legacy Ridge Capital Management2/02/2023EPD NRG VST DCP SMLP
Maran Capital Management2/02/2023CLAR CTT.LS VTY.L
Worm Capital2/02/2023AMZN TSLA
Baron Asset Fund2/02/2023ICLR
Ave Maria Funds2/02/2023SITM NJDCY
Vulcan Value Partners2/02/2023
Polen Capital - Emerging Markets Growth2/02/2023
Polen Capital - Focus Growth2/02/2023TMO
Polen Capital - Global Growth2/02/2023TMO NOW EL
Polen Capital - Global SMID Company Growth2/02/2023
Polen Capital - International Growth2/02/2023HDB
Polen Capital - International Small Company Growth2/02/2023FSV TOI.V ERF.PA
Polen Capital - U.S. SMID Company Growth2/02/2023OLPX
Polen Capital - U.S. Small Company Growth2/02/2023SITM OLPX RHCCCS FSV
Alluvial Capital Management2/03/2023PX UD.MI APR.WA JOB RVIC FTLF SXP.TO
Sohra Peak Capital Partners2/03/2023
Longleaf Partners Fund2/03/2023CNX AMG GE CNHI LUMN IAC WBD
Longleaf Partners Global Fund2/03/2023
Longleaf Partners International Fund2/03/2023
Longleaf Partners Small-Cap Fund2/03/2023WTM WEST MSGS LUMN
RGA Investment Advisors2/03/2023
Arch Capital Fund2/03/2023
Frontaura Global Frontier Fund LLC 2/03/2023
Donville Kent Asset Management2/06/2023RET.V
RiverPark Large Growth2/06/2023DDOG
Alger Mid Cap Focus Fund2/06/2023PODD XPO COUP CRWD RXO GNRC
Saltlight Capital 2/06/2023RBLX BAM TCEHY BAT.JO
Greystone Capital Management2/06/2023GFF RICK BSFFF CURN IDT EDDRF POL
Lyrical Asset Management2/06/2023
Horos Funds2/07/2023PYPL BIDU ALD.PA
Pzena Investment Management2/07/2023
FPA Crescent Fund2/07/2023AIG AMZN
FPA Queens Road Small Cap Value Fund2/07/2023SJI RLI FN AEL
FPA U.S. Core Equity Fund2/07/2023AMZN DECK
Rondure Global2/09/2023
Choice Equities Fund2/09/2023CROX
Silver Ring Value Partners2/09/2023FRII.TO WINE.L
Bumbershoot Holdings2/09/2023
Alger Small Cap Focus Fund2/12/2023CHX INSP RXDX XMTR CYRX SWAV
Leaven Partners2/12/2023
Baron Opportunity Fund2/12/2023
Artisan Focus Fund2/12/2023
Greenhaven Road Capital2/12/2023PAR CLBT KKR ESTC APG PAT.DE CLAR
Third Point Offshore Fund2/13/2023AIG BBWI CL DD PCG
Mindset Value Fund2/13/2023HQI GLASF ARA.MX
Laughing Water Capital2/13/2023APG CDMO HGV THRY VTY.L LFCR
Crestcat Capital2/13/2023
Bonsai Partners2/16/2023FERG
Epoch Investment Partners2/16/2023
Artisan Global Discovery Fund2/16/2023MPWR 2734.T
Emeth Value Capital2/16/2023DESP
SRK Capital2/16/2023HROW PYCFF HGBL JOB
Baron FinTech Fund2/16/2023
Artko Capital2/17/2023CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
MCJ Capital Partners2/17/2023
Saga Partners2/17/2023RDFN CVNA
Bireme Capital2/21/2023RICK NFLX BOIVF
Baron Growth Fund2/21/2023MSCI
Baron Partners Fund2/21/2023
Headwaters Capital2/21/2023ICFI
Alger Weatherbie Specialized Growth Fund2/21/2023MEG PI CLB GDYN GKOS XMTR
Tweedy Browne2/22/2023
Baron Discovery Fund2/23/2023CDNA DH GTLS QLYS SMAR CYBR PAR
Baron Fifth Avenue Growth Fund2/23/2023
Baron Small Cap Fund2/23/2023NEOG GTLS
Semper Augustus2/24/2023
Artisan Mid Cap Fund2/24/2023BSY HALO SAIA
Artisan Small Cap Fund2/24/2023CTLT SIVB MKTX
Artisan International Value Fund2/24/2023
Artisan Value Fund2/24/2023
Massif Capital2/24/2023SMEGF ADMLF CTTZF IXRRF LAC
Nitor Capital2/26/2023
Right Tail Capital2/26/2023ROST
Ariel Trust Funds2/26/2023BOKF CG ZBRA
Richie Capital Group2/26/2023FICO PERI RELL
Bronte Capital2/26/2023HLF GMHLF
Aikya Funds2/26/2023PBLOF
RiverPark/Wedgewood Fund2/26/2023EW META
Mawer Mutual Funds2/26/2023
Davis Financial Fund.2/26/2023MKL RKT
Davis Global Fund2/26/2023PNGAY META OC
Davis International Fund2/26/2023PNGAY CPNG
Davis New York Venture Fund2/26/2023COF WFC BRK.B AMAT META
Davis Opportunity Fund2/26/2023COF WFC BRK.B AMAT META
Templeton & Phillips Capital Management2/27/2023
RV Capital2/27/2023
Deep Sail Capital3/01/2023LEAT
Plural Investing3/02/2023CURN DRTGF
Kinsman Oak Equity Fund3/03/2023
Evermore Global Value Fund3/03/2023INW.MI HOEGF CLMT AASZF
Voss Capital3/03/2023ALTG
Bonhoeffer Capital Management3/13/2023KT TIIAY SSP GTN TIGO BLDR NICE
Harding Loevner Emerging Markets Equity3/13/2023
Harding Loevner Global Equity3/13/2023
Harding Loevner Global Small Companies3/13/2023VAIAS.HE TMRAY 0QKB.L
Harding Loevner International Equity3/13/2023
Harding Loevner International Small Companies Equity3/13/2023
Appleseed Fund3/13/2023
Palm Harbour Capital3/16/2023LNA.PA
Fundsmith Equity Fund3/16/2023
Fund Name Date Stocks Mentioned

2 comments:

  1. AnonymousFebruary 2, 2023 at 3:25 AM

    wrong stocks on VGI ... they talk about CME, AMZN, XM

    ReplyDelete
    Replies
    1. MAFebruary 2, 2023 at 10:38 AM

      Yeah i had something screwed up in my file. Now it's fixed. Thanks for the comment.

      Delete

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