4th Quarter 2024

If you enjoy going through 13-F filings, take look at Q1 2024, Q2 2024, Q3 2024 and Q4 2024 for the 13-f filers I read on regular basis.

Enjoy!!!


Fund Name Date Stocks Mentioned
St. James Investment Company 1/04/2025
Alphyn Capital Management1/11/2025KKR FRFHF AMZN GOOG MRO.L EXXRF AHT.L PROSY DSGR
Palm Valley Capital Fund1/11/2025KELYA SEB HTLD MAN CRI
Vltava Fund1/11/2025AMAT LRCX
Right Tail Capital1/11/2025
Middle Coast Investing1/11/2025PGR DALN DFS ACLS ATKR FCNCA LULU
Manole Capital Management1/11/2025
Leaven Partners1/19/2025
Akre Focus Fund1/19/2025
Aristotle - International Equity ADR1/19/2025CCJ SONY ASHTF DSFIY
Aristotle - Small Cap Equity1/19/2025AMTM COLD AXTA HXL TROX
Aristotle - Small/Mid Cap Equity1/19/2025COLD AXTA CMCO DOC HXL NSIT
Aristotle - Value Equity1/19/2025LEN MCHP AMP COF
Upslope Capital Management1/19/2025CRL VFC QNTQF
LVS Advisory1/19/2025
Wedgewood Partners Large Cap Focused Growth1/19/2025TPL SPGI
Vulcan Value Partners1/19/2025
Distillate Capital1/19/2025
Patient Capital Management1/19/2025PGEN FBTC SOFI UAL PTON IAC CROX
Claret Asset Management1/19/2025
Headwaters Capital1/19/2025TMDX
Heartland Mid Cap Value Fund1/19/2025SYY WTW CNC
Heartland Value Fund1/19/2025SEE DK PDCO XRAY
Heartland Value Plus Fund1/19/2025FBK SMTC
White Falcon Capital Management1/19/2025PRGO
Greenlight Capital1/25/2025MSTR PTON CNH CNC CPRI
Whitebrook Capital Partners 1/25/2025AFYA MOS PTLO DNUT BLDR W GBX KAR BOX
GPRE LTH RPID INFU
East72 Dynasty Trust2/02/2025
The Ithaka Group2/02/2025
Third Avenue International Real Estate Value Fund2/02/2025GLVHF TAGOF
Third Avenue Real Estate Value Fund2/02/2025
Third Avenue Small-Cap Value Fund2/02/2025OCFC AMBC FPH
Third Avenue Value Fund2/02/2025BMWYY MBGYY
Blue Tower Asset Management2/06/2025
Greystone Capital Management2/06/2025SYZLF IVFH `LMB BELFB NRP
Giverny Capital Asset Management2/06/2025MTB ASHTF IBP FISV FERG KNSL ALGN MEDP
Pzena Investment Management2/06/2025
Praetorian Capital 2/06/2025VAL JOE AMRK SII
Diamond Hill Small Cap Fund2/08/2025FIP MLAB CMPR CURB
Hoisington Investment Management2/08/2025
Fiduciary Management Inc.2/08/2025DCI PGR EDNMY
Donville Kent Asset Management2/09/2025ZDCAF PRLPF CPHRF ETOLF APEUF VFORF EHMEF CTSDF
Alluvial Capital Management2/09/2025NLOP MCB.L ZEG.L GTX CRAWA UBAB TTCIF CBL
SouthernSun Small Cap2/09/2025DORM AWI MGPI BCO AEIS OXM
SouthernSun SMID Cap2/09/2025SEIC AWI MGPI BCO
Cooper Investors Australian Equities Fund2/09/2025HMC.AX
Cooper Investors Brunswick Fund2/09/2025MFGHF
Cooper Investors Global Equity Fund (Hedged)2/09/2025BKNG FWONK ERFSF ASHTF RYAN
Cooper Investors Global Equity Fund (Unhedged)2/09/2025BKNG FWONK ERFSF ASHTF RYAN
Third Point Offshore Fund2/09/2025BN LYN ENR.DE
Baron Asset Fund2/11/2025TTAN
Baron Discovery Fund2/12/2025MAC TTAN IRT BCUCY
Madison Dividend Income Fund2/16/2025ROK TEL
Madison Investors Fund2/16/2025
Madison Mid Cap Fund2/16/2025MCHP CDW
Madison Small Cap Fund2/16/2025KN VFC MEDP
Madison Sustainable Equity Fund2/16/2025
Horizon Kinetics2/16/2025
The London Company - Large Cap2/21/2025BRKR
The London Company - Mid Cap2/21/2025BRKR
The London Company - Small Cap2/21/2025LANC
The London Company - Small-Mid Cap2/21/2025CACC CCCS ESI
Merion Road Capital2/21/2025CLH VCTR GOOG UBAB MCEM BELFB
Plural Investing2/21/2025JET2.L WOSGF SEG
Curreen Capital2/21/2025CACC
Baron Emerging Markets Fund2/21/2025MELI
Baron Fifth Avenue Growth Fund2/21/2025MBLY NET GTLB
Voss Capital2/23/2025SWI CTSDF PLYA EEFT MBGYY FUJHY AMTM
Horos Funds2/23/2025LBTYA
Mar Vista Global Quality Fund2/23/2025ASML
Mar Vista US Quality Fund2/23/2025AVGO CRM AMZN AMT DIS MCHP
Mar Vista US Quality Select Fund2/23/2025EFX
NZS Capital2/23/2025
Emeth Value Capital2/23/2025SEAT
Kinsman Oak Equity Fund3/09/2025
Bronte Capital3/09/2025SPXSF
Atai Capital Management3/09/2025ALOT
Saltlight Capital 3/09/2025
RiverPark Large Growth3/09/2025
RiverPark Long/Short Opportunity Fund3/09/2025
Crossroads Capital3/09/2025VTY.L CLMT NTDOY MGNI
Ace River Capital3/09/2025RICK VOXR HZO
Baron FinTech Fund3/09/2025LPLA TTAN HOOD
Baron Growth Fund3/09/2025
RGA Investment Advisors3/16/2025AMZN DEO UBER
Oakmark Fund3/16/2025ABNB CG GEHC KDP
Oakmark Global Fund3/16/2025BDX DSDVY ELV MTN
Oakmark Global Select Fund3/16/2025SCHW DEO ELV
Oakmark International Fund3/16/2025KB
Oakmark International Small Cap Fund3/16/2025ATG.L DVDCF SPSAF
Oakmark Select Fund3/16/2025ABNB EFX KDP
Moon Capital3/16/2025
O'Keefe Stevens3/16/2025BYON DFIN

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