| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q2 | Aug 4, 2021 | Ironvine Capital Partners | 13.1% | 18.9% | ADBE, AGN, AON, BRK/B, CMCSA, CMPR, CPN, DLTR, FB, GOOG, HEI, JPM, LBRDK, LBTYK, LSXMK, LYV, MCO, MSFT, SPGI, TMO, V | capital efficiency, Concentration, durability, healthcare, Quality, technology | TMO |
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| 2024 Q4 | Dec 31, 2024 | Diamond Hill Small Cap Fund | 1.0% | 13.2% | ALGT, ASH, ASTH, CALM, CMPR, CURB, FIP, GHM, GTES, HAYN, LEU, LOB, MLAB, RCKY, RRR, SANM, USLM, WNS | defense, industrials, infrastructure, nuclear, small caps, value | Growing momentum around building additional nuclear power sources in the United States as immense power needs from AI-related datacenter demand require constant baseload power, which nuclear provides carbon-free. Centrus Energy benefited from this trend. | CURB CMPR MLAB FTAI USLM |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Diamond Hill Small Cap Fund | Cimpress | Communication Services | Interactive Media & Services | Bull | NASDAQ | balance sheet, Customized Marketing, Free Cash Flow, Marketing Materials, Printing, small business, undervalued | 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 |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $2.4M | 0.00% | 35,849 | -91,110 | -71.76% | 0.1323% |
| Jeremy Grantham | GMO LLC | $39.1B | $340,741 | 0.00% | 5,117 | -1,600 | -23.82% | 0.0189% |
| Cliff Asness | AQR Capital Management | $190.6B | $22.2M | 0.01% | 333,573 | -22,448 | -6.31% | 1.2313% |