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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q2 | Jul 1, 2021 | SouthernSun Small Cap | -1.1% | 17.4% | BDC, BR, CASS, CCMP, CLH, DAR, DY, MBUU, MGPI, MUSA, NGVT, SAFM, SCL, STAY, THO | Food, infrastructure, management, small cap, Supply Chain, Travel, value | MBUU CCMP MGPI SAFM THO DY |
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| 2023 Q2 | Jun 30, 2023 | Fenimore Small Cap Strategy | 6.1% | - | BOC, CASS, CBZ, CHH, CIGI, CSV, DFH, EXLS, HST, LSTR, NOMD, PAG, PNFP, SITE, SPSC, SSB, TRRSF | AI, Quality, Recession, small caps, technology, value | Fenimore emphasizes their focus on high-quality equities with strong financials, stable earnings growth, competitive advantages, solid management, and consistent returns. They believe this approach will preserve and create the most value over longer time periods despite short-term underperformance. | View | |
| 2023 Q2 | Jun 30, 2023 | Fenimore Dividend Focus Strategy | 4.7% | - | BOC, CASS, CBZ, CIGI, CSV, DFH, ENTG, EXLS, G, IEX, NOMD, PNFP, SITE, SPSC, SSB, STE, THG, VMC, VRSK, WSO | AI, dividends, industrials, mid cap, Quality, technology, value | Fenimore emphasizes investing in quality stocks with strong financials, stable earnings growth, competitive advantages, solid management, and consistent returns. They believe quality names are the most effective way to protect and grow wealth over the long term, even if they don't beat benchmarks every quarter. | ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK |
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| 2025 Q4 | Jan 13, 2026 | Fenimore Small Cap Strategy | -4.1% | -11.6% | APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF | AI, Quality, small cap, Speculation, underperformance, value | The update highlights selective small-cap growth investing focused on companies with niche leadership, strong balance sheets, and long runway opportunities. Volatility is viewed as a source of opportunity to add to high-quality businesses at reasonable valuations. Small-cap growth is positioned for recovery as earnings growth reaccelerates. | View | |
| 2021 Q1 | - | SouthernSun Small Cap | 18.6% | - | AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX | Automation, Financial Services, RVs, small cap, Specialty Chemicals, value | CASS PII THO |
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| 2021 Q1 | - | SouthernSun SMID Cap | 18.6% | - | AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX | execution, Generalist, portfolio, Quality, small cap, value | CASS TMX PII THO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | SouthernSun SMID Cap | Cass Information Systems, Inc. | Specialty Business Services | Data Processing & Outsourced Services | Bull | NASDAQ | balance sheet strength, Commercial Banking, information services, interest rate sensitivity, Manufacturing Sector, payment processing, Technology Solutions | View Pitch |
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | Cass Information Systems, Inc. | Specialty Business Services | Data Processing & Outsourced Services | Bull | NASDAQ | Commercial Banking, information services, Interest rates, manufacturing, payment processing, recovery, Technology Solutions | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||