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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Small Cap Fund | 11.8% | -1.1% | AEO, ASH, ASTH, ASUR, AZZ, CIVI, DCO, ENOV, FA, FBIN, GHM, LEU, NSP, PLOW, RRR, STRW, UTZ | alpha, industrials, Intrinsic Value, Resilience, small caps | The commentary focuses on resilient small-cap businesses trading at meaningful discounts to intrinsic value. Defense, infrastructure, and niche industrial exposure are highlighted as long-term tailwinds. Small-cap inefficiency remains a key source of alpha despite macro uncertainty. | AEO ASUR STRW FBIN AZZ UTZ NSP DCO LEU |
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| 2025 Q2 | Jul 27, 2025 | Diamond Hill Small-Mid Cap Strategy | 5.4% | 1.0% | AEO, ASH, ASUR, AZZ, DCO, FA, FBIN, GHM, LEU, NSP, RRR, UTZ | fundamentals, Intrinsic Value, Mean reversion, small caps, value | The letter emphasizes valuation discipline in small- and mid-cap equities where price dislocations persist due to macro uncertainty and risk aversion. Management argues that fundamentals, not sentiment, ultimately drive long-term returns and that many businesses trade below intrinsic value despite stable cash flows. The outlook favors patient capital as earnings normalization and multiple expansion converge. | FCN WCC RRR |
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| 2025 Q2 | Jul 17, 2025 | Rewey Asset Management | 6.1% | -1.3% | DCO, LAKE, OFIX | activestrategy, dispersion, SmallCap, valuation, value | The fund argues small- and SMID-cap value stocks remain undervalued due to neglect and macro uncertainty. As broad macro forces fade, dispersion should favor active stock selection. Financial strength and valuation discipline are central to capturing upside as sentiment normalizes. | OFIX LAKE DCO |
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| 2024 Q1 | Apr 15, 2024 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | CLMB, CMP, DCO, GLDD, HNRG, LFCR, LTRPA, PKE, RDVT, SSP, TBRG, TRU, VSAT, WMT | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Rewey Asset Management | -7.0% | -7.0% | AEM CN, DCO, ZYXI | - | View | ||
| 2023 Q2 | Dec 7, 2023 | Cove Street Capital Small Cap Value Fund | 3.7% | -6.0% | ALC, ANGI, DCO, DELL, GBLI, GLDD, IAC, LFCR, LTRPA, SCWX, SNEX, SSP, VSAT | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Diamond Hill Small Cap Fund | 7.9% | 6.7% | DCO, FIP, LEU, MLAB, RRR, TFIN | AI, defense, energy, small caps, tariffs | The fund trailed its benchmark as speculative small caps surged, though holdings like Centrus Energy and Ducommun benefited from AI-related power demand and defense strength. Managers focus on resilient small-cap businesses positioned for long-term growth amid tariff uncertainty and macro volatility. | FTAI DCO USLM RRR LEU COOP LEU COOP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Chip Rewey | Ducommun Incorporated | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, backlog, Defense, Margins, Upcycle | View Pitch |
| Dec 5, 2025 | Fund Letters | Chris Welch | Ducommun Incorporated | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, backlog, Defense, leverage, Margins | View Pitch |
| Nov 29, 2025 | Fund Letters | Chris Welch | Ducommun Inc. | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, backlog, Boeing, Defense, leverage, Missiles, Production | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Rewey Asset Management | Ducommun Incorporated | Industrials | Aerospace & Defense | Bull | NYSE | — | 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. | ||||||||