4th Quarter 2023

If you enjoy going through 13-F filings, take look at Q1 2023, Q2 2023, Q3 2023 and Q4 2023 for the 13-f filers I read on regular basis.

Enjoy!!!


""
Fund Name Date Stocks Mentioned
St. James Investment Company 1/10/2024
East72 Dynasty Trust1/10/2024ELFIF
Palm Valley Capital Fund1/10/2024MNRO WLY
Vltava Fund1/10/2024ANCTF ABG BRK-B BUR CVS
Fiduciary Management Inc.1/10/2024BJ CARR DEO
Akre Focus Fund1/10/2024
Heartland Mid Cap Value Fund1/10/2024NTRS CNC CABO
Heartland Value Fund1/10/2024UGI WOW CGAU
Heartland Value Plus Fund1/10/2024
Right Tail Capital1/10/2024
Ace River Capital1/10/2024VOXR
Leaven Partners1/15/2024
Cove Street Capital1/15/2024LFCR HNGR CJREF SSP LTRPA DLHC OUT AVD VSAT
Oakmark Fund1/15/2024
Oakmark Global Fund1/15/2024A KR RHHVF
Oakmark Global Select Fund1/15/2024COF BAYRY RHHVF
Oakmark International Fund1/15/2024RYAAY WRDLY
Oakmark International Small Cap Fund1/15/2024KNCRY VLMTY LNXSF
Oakmark Select Fund1/15/2024AXP PAYC PSX
Sohra Peak Capital Partners1/17/2024
Upslope Capital Management1/17/2024CMGMY NVT NNWWF INTC
Smead International Value Fund1/17/2024
Smead Value Fund1/17/2024
Distillate Capital1/17/2024
Pzena Investment Management1/17/2024
Hoisington Investment Management1/17/2024
Ensemble Fund1/17/2024NFLX
Baron Health Care Fund1/20/2024SYK IMVT BSX SGRY
Baron Real Estate Fund1/20/2024AMT EQR CZR
Madison Dividend Income Fund1/20/2024
Madison Investors Fund1/20/2024
Madison Mid Cap Fund1/20/2024
Madison Small Cap Fund1/20/2024MC LZ CHRD
Madison Sustainable Equity Fund1/20/2024
Miller Deep Value1/20/2024WAL NBR GCI
Miller Income Fund1/20/2024WAL BKE JXN RILY OGN MED
Atai Capital Management1/20/2024ALOT
Comus Investments1/20/2024
Cooper Investors Global Equity Fund (Hedged)1/20/2024GEHC
Cooper Investors Global Equity Fund (Unhedged)1/20/2024
Merion Road Capital1/20/2024SUM UNTC NAPA
Bernzott Capital Advisors1/27/2024
White Falcon Capital Management1/27/2024NU
O'Keefe Stevens1/27/2024FPH AER EAF
Carillon Eagle Mid Cap Growth Fund1/27/2024
Carillon Eagle Small Cap Growth Fund1/27/2024
Praetorian Capital 1/27/2024
Weitz Partners III Opportunity Fund1/27/2024
Weitz Multy Cap Equity Fund1/27/2024
Weitz Large Cap Equity Fund1/27/2024
Curreen Capital1/27/2024
Rowan Street Capital1/27/2024ADYEY META SPOT TTD TOITF
Parnassus Growth Equity Fund1/28/2024
McIntyre Partnerships1/28/2024GTX SHC
Legacy Ridge Capital Management1/28/2024VST
Moon Capital1/28/2024MBIN
Wedgewood Partners Large Cap Focused Growth1/28/2024META GOOG AAPL TSM
Smoak Capital1/28/2024FTLF HMM-A GWOX
Old West Capital Management1/28/2024UHAL
Palm Harbour Capital1/28/2024SLVYY
Mairs & Power Growth Fund1/28/2024
Mairs & Power Small Cap Fund1/28/2024
The Ithaka Group1/28/2024
Greenlight Capital1/28/2024ALIT VTRS
Horizon Kinetics1/28/2024
Cedar Creek Partners1/28/2024PCHM SODI PDRX CZBS ROYTL UBAB SKAS
Claret Asset Management1/28/2024
Third Avenue International Real Estate Value Fund1/28/2024
Third Avenue Real Estate Value Fund1/28/2024
Third Avenue Small-Cap Value Fund1/28/2024COLL
Third Avenue Value Fund1/28/2024BMWYY BOMFX
Laughing Water Capital1/28/2024NN APG LFCR LMB THRY CDMO HGV
Vulcan Value Partners1/28/2024
Whitebrook Capital Partners 1/28/2024BLDR MOS GPRE RILY
Patient Capital Management1/28/2024CROX RPRX ILMN SDRL EXPE COIN MAT GOOSKOS
Alluvial Capital Management1/28/2024NLOP FTLF CRAWA MRC LCIT SENEA
Giverny Capital Asset Management2/02/2024ALGN IBP ASHTY
Diamond Hill Small Cap Fund2/02/2024MAMA CMT
Emeth Value Capital2/02/2024DRVN
Fairlight Alpha Fund LP2/02/2024MCCRF
Choice Equities Fund2/02/2024BXC PAR
Appleseed Fund2/02/2024DG WCC GNK
Blue Tower Asset Management2/02/2024
The London Company - Large Cap2/02/2024
The London Company - Mid Cap2/02/2024KEYS
The London Company - Small Cap2/02/2024PLUS RVLV
The London Company - Small-Mid Cap2/02/2024DAVA
Gehlen Bräutigam Capital GmbH2/02/2024BIJ.DE
Plural Investing2/04/2024KD XPEL
FPA Crescent Fund2/04/2024META GOOG FE
GreenWood Investors2/04/2024NXE BOIVF PDD RTO CTTOF MEIP FINMY
RF Capital Management2/04/2024
Greystone Capital Management2/04/2024THRY FC SYZLF BELFB LMB CURN APG
Harding Loevner Emerging Markets Equity2/04/2024BDWBY
Harding Loevner Global Equity2/04/2024NOW VERX
Harding Loevner Global Small Companies2/04/2024
Harding Loevner International Equity2/04/2024
Harding Loevner International Small Companies Equity2/04/2024
Baron Asset Fund2/04/2024BIRK
Baron Discovery Fund2/04/2024AAON
NZS Capital2/04/2024
Polen Capital - Emerging Markets Growth2/16/2024
Polen Capital - Focus Growth2/16/2024
Polen Capital - Global Growth2/16/2024
Polen Capital - Global SMID Company Growth2/16/2024NVO ABT EL ALGN NSRGY
Polen Capital - International Growth2/16/2024MDT TEP.FP HDB TMNSF
Polen Capital - U.S. Small Company Growth2/16/2024CNM MEDP GNRC LGIH MODG BWMN
Polen Capital - U.S. SMID Company Growth 2/16/2024MEDP CNM POOL TECH GNRC MKTX
SouternSun Small Cap2/16/2024LOB DY BDC SAM
SouternSun SMID Cap2/16/2024DY AWI BDC SAM FND
Greenhaven Road Capital2/16/2024PAR KKR CLBT APG BUR IWG
Crestcat Capital2/16/2024
Conestoga Capital Advisors, LLC2/16/2024CCCS MSA IRMD
Bonhoeffer Capital Management2/18/2024VTY.L ABG ASHTY UBAB FFBB NBN BLDR
River Oaks Capital2/18/2024MFCSF CZBS BFCC MFBP NICK BOC LRFC FTLF GLXZ
SRK Capital2/18/2024ISSC VASO HGBL SGMA
Silver Ring Value Partners2/18/2024BCKIF AIMFF OI QRTEA
Third Point Offshore Fund2/18/2024
Tweedy Browne2/18/2024
LVS Advisory2/18/2024CLMT
Baron Emerging Markets Fund2/18/2024PDD KAYNES.IN
Baron Fifth Avenue Growth Fund2/18/2024SQ
Headwaters Capital2/18/2024IPAR
Long Cast Advisers 2/18/2024MTRX CCRD QRHC
Miller/Howard Investments3/01/2024
Bronte Capital3/01/2024HIBB
Semper Augustus3/02/2024
Aristotle - Core Equity3/02/2024LLY VRTX
Aristotle - Focus Growth3/02/2024
Aristotle - International Equity ADR3/02/2024
Aristotle - Large Cap Growth3/02/2024DDOG
Aristotle - Small Cap Equity3/02/2024NOG
Aristotle - Small/Mid Cap Equity3/02/2024NOG LKQ
Aristotle - Value Equity3/02/2024TDY USB
Manole Capital Management3/02/2024
Silver Beach Capital3/02/2024BN ET
MCJ Capital Partners3/02/2024
Maran Capital Management3/02/2024CLAR SLGD
Saltlight Capital 3/02/2024META APP
Goehring & Rozencwajg3/02/2024

11 comments:

  1. AnonymousFebruary 1, 2024 at 12:15 PM

    https://www.emethvaluecapital.com/_files/ugd/b2ee4c_e2c2b62e3e794df38a38db1afcba3f51.pdf

    ReplyDelete
    Replies
    1. MAFebruary 2, 2024 at 9:21 AM

      Thanks for sharing. The write up on DRVN is awesome.

      Delete
  2. AnonymousFebruary 1, 2024 at 1:59 PM

    Anybody have Nitor's - sadly no longer publishing the annual letter on the website.

    ReplyDelete
    Replies
    1. MAFebruary 2, 2024 at 8:44 PM

      Looks like it is not available for the public

      Delete
  3. AntonioFebruary 10, 2024 at 9:23 AM

    Love yor site!
    Maybe you can add: Greenhaven Road
    They comment a new investment in INTERNATIONAL WORKPLACE GROUP (IWG), but it is really good their intro about pick-pocketing
    https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/65bd570c0ba5792db938f9a6/1706907404785/Greenhaven+Road+-+2023+Q4+FINAL_.pdf

    ReplyDelete
    Replies
    1. MAFebruary 16, 2024 at 9:30 AM

      Thanks. This one is added now. Greenhaven is always great read.

      Delete
  4. AnonymousFebruary 24, 2024 at 10:25 AM

    would be great to see the royce funds quarterlies. surprisingly hard to find.

    ReplyDelete
    Replies
    1. AnonymousFebruary 28, 2024 at 2:53 AM

      https://seekingalpha.com/article/4670980-royce-investment-partners-2023-annual-letter

      Delete
    2. AnonymousFebruary 29, 2024 at 10:50 AM

      general letter is usually useless. why is fund specific locked there? same with fuller+thaler.

      Delete
  5. AnonymousMarch 2, 2024 at 4:51 AM

    Semper Augustus would be great

    ReplyDelete

Subscribe to: Posts (Atom)