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Mid Caps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 31, 2025 |
Turtle Creek Fund Test Cameron McKendry
|
View | Mid Caps | AHT, BFH, KNSL, SCI, WSC | Active Share, earnings growth, Mid Cap Equities, North America, Portfolio Upgrade |
| 2025 Q3 | Oct 13, 2025 |
Conestoga Mid Cap Composite Derek Johnston
|
View | Growth, Mid Caps | AAON, FDS, FTNT, GNRC, IDXX, IT, JKHY, TYL, VRSK, WST, XYL | earnings, Growth Equities, Mid Caps, Quality, valuation |
| 2025 Q3 | Oct 15, 2025 |
Ariel Appreciation Fund John W. Rogers
|
View | AI, FinTech, Mid Caps | FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR | Artificial Intelligence, consumer tech, Fintech, Mid Caps, Value Investing |
| 2025 Q3 | Oct 24, 2025 |
Meridian Growth Fund Chad Meade
|
View | Mid Caps | ALGN, ALIT, HALO, MDGL, SPT, ZD | capital goods, healthcare, semiconductors, SMID, valuation |