FAST

FAST

FAST

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q3 Sep 30, 2024 Bianco Research - - BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO Diversified, global, long-term, Private Capital, Public Companies, value creation
2025 Q2 Jul 18, 2025 Mairs & Power - Growth Fund - 1.9% AAPL, AMZN, CGNX, FAST, FI, GOOGL, HRL, JPM, META, MSFT, NVDA, NVT, PANW, TECH, TSLA, TSM, UNH, WK AI, Automation, cybersecurity, financials, growth, healthcare, large cap, technology PANW
CGNX
2024 Q1 May 2, 2024 Madison Dividend Income Fund 10.1% 9.5% ADP, BLK, CMCSA, CME, EOG, FAST, HD, MDT, MS, NEE, XOM dividends, energy, financials, income, industrials, Quality, value XOM
2024 Q1 May 13, 2024 The London Company Income Equity 10.4% 14.6% AAPL, APD, FAST, FIS, MSFT, PGR, SBUX dividends, income, large cap, Quality, technology, value MSFT
SBUX
AAPL
FIS
PGR
2026 Q1 Apr 8, 2026 ClearBridge Mid Cap Growth Strategy - - ADSK, APP, CAVA, CMG, CRWD, FAST, FCX, HOOD, HUBG, JCI, LHX, META, MSGS, PINS, SHOP, SPOT, TJX, VIK, VRT, W, XPO AI, defense, E-Commerce, growth, industrials, mid cap, technology, volatility
2026 Q1 Apr 8, 2026 ClearBridge Investment Growth Strategy - - ADSK, APP, CAVA, CMG, CRWD, FAST, FCX, FIX, HOOD, HUBS, JCI, LHX, META, MSGS, PINS, PWR, SHOP, SPOT, TJX, TRGP, VIK, VRT, W, XPO AI, diversification, growth, mid cap, software, technology, volatility
2026 Q1 Apr 29, 2026 Mairs & Power - Growth Fund -3.8% -3.8% AMP, ENTG, FAST, LFUS, MSFT, MSI, NVT, SFM, TTC, WM AI, Data centers, energy, Geopolitical, industrials, materials, technology, value WM
AMP
SFM
2026 Q1 Apr 29, 2026 Mairs & Power – Balanced Fund -1.8% -1.8% ABT, ADP, CRM, ENTG, FAST, FISV, LFUS, PANW, TTC, TXN, UNH, V, WEC, WM, XEL AI, Balanced, energy, healthcare, inflation, semiconductors, technology, Utilities WM
PANW
2025 Q1 Apr 27, 2025 Aoris International Fund -0.8% -0.8% ACN, APH, CPRT, EXPN.L, FAST, GGG, GWW, MSCI, MSFT, OR.PA, RELX.L, V AI, concentrated, international, Quality, Resilience, Trade Policy, value GWW
EXPN.L
CPRT
MSFT
ACN
REL.L
V
2025 Q1 Apr 23, 2025 Oak Ridge investment - - BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO diversification, Funds, Long Term, NAV, Private Capital, Public Companies
2024 Q1 Apr 15, 2024 Ensemble Capital 0.0% 8.0% AAPL, AMZN, BR, CMG, FAF, FAST, GOOGL, HEI, IEX, MASI, META, MSFT, NFLX, NKE, NOW, NTDOY, NVDA, NVR, RACE, TDG growth, industrials, large cap, Luxury, Quality, technology, value IEX
RACE
2023 Q1 Apr 15, 2023 Torre Financial 16.7% 16.7% 7741.T, ADSK, ADYEN.AS, AMZN, APH, ASML, BALL, CCJ, CDNS, CMG, DHR, DOXI, FAST, FISV, GOOG, HXGN, LIN, MCHP, MELI, MSFT, NEE, OKTA, PGR, RGEN, WDAY Adaptability, AI, global, growth, innovation, semiconductors, technology ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK
2025 Q1 Apr 1, 2025 Guinness China -0.1% -0.1% BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO diversification, Funds, Long Term, NAV, Private Capital, Public Companies
2025 Q1 Mar 31, 2025 Fenimore Value Strategy -1.1% -1.1% AJG, APH, AZO, BN, BR, BRK.B, BRO, CDW, FAST, HEI, IEX, KEYS, MKL, PAYX, PGR, ROST, RSG, SYK, TT, ZBRA financials, insurance, mid cap, Quality, tariffs, Trade Policy, value
2025 Q1 Mar 31, 2025 Fidelity Growth Strategies Fund -8.0% -8.0% AMP, APP, AXON, CASY, COH, COR, CTAS, DECK, FAST, FICO, GWW, HEI, HWM, IDXX, NET, PLTR, RBLX, TDG, VRSK, WIX aerospace, AI, growth, industrials, mid cap, tariffs, technology, Trade Policy
2025 Q1 Mar 31, 2025 Evolve Private Wealth - - BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO Diversified, Funds, Investment Trust, long-term, Private Capital, Public Companies
2025 Q4 Feb 9, 2026 Shelton Equity Income Strategy 4.4% 18.5% CAH, FAST, GM, GOOGL, HPQ, LRCX, MRK, PYPL, TMUS, VICI dividends, financials, healthcare, income, Options, technology, volatility
2023 Q4 Dec 31, 2023 Fenimore Dividend Focus Strategy 10.8% 19.7% A, APD, BOC, CBZ, CHH, CIGI, CSV, CTAS, DFH, ENTG, FAST, G, MCHP, MKC, MLM, PAYX, STE, TROW, TT, VRSK AI, dividends, mid cap, Quality, value
2025 Q3 Nov 25, 2025 Caledonia Investment - 7.3% BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO AI, diversification, global, Private Capital, Public Companies, technology
2023 Q3 Nov 10, 2023 Aoris International Fund 3.1% 0.0% ACN, APH, CDW, COST, CPRT, CTAS, EXPN.L, FAST, GGG, HLMA.L, MC.PA, MSFT, OR.PA, RELX.L, TSCO concentrated, global, Quality, value
2025 Q3 Oct 24, 2025 Mairs & Power - Growth Fund 8.0% 10.1% AAPL, AMZN, CGNX, FAST, FI, GOOGL, HRL, JPM, META, MSFT, NVDA, NVT, PANW, TECH, TSLA, TSM, UNH, WK AI, Automation, cybersecurity, Data centers, growth, healthcare, large cap, technology
2024 Q3 Oct 23, 2024 Aoris International Fund 3.1% 0.0% ACN, APH, CPG.L, CPRT, CTAS, DPLM.L, FAST, MSCI, MSFT Distribution, healthcare, international, Labor, Quality, technology, Utilities DPLM.L
FAST
2025 Q4 Jan 5, 2026 Douglass Winthrop 0.0% 0.0% AMZN, BRK-A, COST, FAST, GOOGL, MA, MSFT, NVDA, ORCL, UBER AI, inflation, Quality, technology, Trade Policy, value
2023 Q4 Jan 5, 2024 Sparrow Wealth Management - - BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO Diversified, Funds, Investment Trust, Long Term, Private Capital, Public Companies
2025 Q4 Jan 23, 2026 Aoris International Fund 0.0% 0.0% ACN, AMZN, APH, ATCO-A.ST, CPRT, FAST, GWW, HLMA.L, IHG.L, JKHY, MSCI, OR.PA, RELX.L, SAP.DE AI, international, long-term, Quality, technology, value
2025 Q4 Jan 21, 2026 The London Company Income Equity -1.6% 13.5% BLK, CMI, CSCO, FAST, GLW, NTDOY Defensive, dividends, income, large cap, Quality, value BLK
NTDOY
GLW
CSCO
CMI
2024 Q4 Jan 19, 2025 Sharp Capital - - BABA, BTI, CHTR, CRDA.L, DGE.L, FAST, HILS.L, MCO, MSFT, ORCL, PM, POOL, REL.L, SCHW, SGE.L, SPX.L, TMO, TXN, WSO Diversified, global, Long Term, Private Capital, Public Companies, value
2025 Q4 Jan 13, 2026 Fenimore Value Strategy -1.2% 4.9% ADI, AJG, APH, AZO, BAM, BR, BRK-B, BRO, FAST, HEI, IEX, KEYS, MKL, MLM, PGR, ROST, SYK, TT, VMC, ZBRA AI, fundamentals, mid cap, Quality, Speculation, value FAST
AZO
BRO
APH
MKL
2024 Q3 Sep 30, 2024 Madison Dividend Income Fund 10.1% 9.5% ADP, BLK, CME, FAST, HD, HON, JNJ, MDT, MS, NEE, TXN dividends, income, industrials, large cap, Quality, value HON
2024 Q2 Jul 23, 2024 Mairs & Power – Balanced Fund 0.0% 11.0% AAPL, AMP, AMZN, CASY, ECL, ENTG, FAST, GGG, GOOGL, HRL, HSY, JPM, LFUS, LLY, MDT, META, MSFT, NVDA, NVT, TECH Balanced, dividends, healthcare, industrials, rates, technology, value
2024 Q2 Jul 22, 2024 The London Company Income Equity 10.4% 14.6% AAPL, FAST, LOW, NSC, NSRGY, NTDOY, PM, TEL, TXN, VZ Buybacks, Consumer Staples, dividends, income, large cap, Quality, technology, value TEL
2024 Q2 Jul 17, 2024 Madison Dividend Income Fund 10.1% 9.5% ADP, AMZN, CMCSA, EOG, FAST, HD, HON, MDT, MS, NEE, TSLA, TXN Concentration, dividends, Quality, technology, value
2024 Q2 Jul 16, 2022 Ensemble Capital 0.0% 8.0% AAPL, ADI, AMZN, BKNG, CMG, CSCO, DELL, FAST, GOOGL, ILMN, INTC, META, MSFT, NFLX, NVDA, NVR, RACE, TSLA, TXN, VEEV AI, Biotechnology, Concentration, large cap, Mean reversion, semiconductors, valuation
2023 Q2 Jun 30, 2023 Aoris International Fund 3.1% 0.0% ACN, APH, CDW, COST, CPRT, CTAS, EXPN.L, FAST, GGG, HLMA.L, MC.PA, MSFT, OR.PA, RELX.L, TSCO concentrated, global, Quality, value
2023 Q1 Mar 31, 2023 Aoris International Fund 3.1% 0.0% ACN, COST, CTAS, EL, FAST, GGG, KER.PA, MC.PA, NKE, OR.PA, TSCO concentrated, Conservative, growth, international, long-term, Quality, ROIC GGG
MC.PA
2023 Q4 Jan 26, 2024 Aoris International Fund 3.1% 0.0% ATCO-A.ST, COST, CPRT, FAST, GGG, MSFT, NKE, OR.PA, RELX.L, TSCO concentrated, international, Long Term, Quality, Resilience, value REL.L
FAST
OR.PA
COST
AAPL|MSFT|NFLX|NVDA|UNH
CPRT
ATCO-A.ST
2023 Q4 Jan 14, 2024 Madison Dividend Income Fund 10.1% 9.5% APD, BLK, BMY, CMCSA, CME, EOG, FAST, HD, MDT, MS, NEE, PFE dividends, healthcare, Quality, staples, underperformance, Utilities, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Aoris International Fund Fastenal Company Industrials Trading Companies & Distributors Bull NASDAQ Customer Service Innovation, Fasteners, Industrial distribution, Manufacturing Supplies, market share, On-Site Solutions, PPE, Vending Machines
Apr 13, 2026 Fund Letters Aoris International Fund Fastenal Industrials Trading Companies & Distributors Bull NASDAQ B2B Services, Employee Retention, Industrial distribution, inventory management, Labor Savings, Midwest, supply chain management, Value-Added Distribution, Vending Solutions
Jan 15, 2026 Fund Letters John Fox Fastenal Company Industrials Industrial Distribution Bull NASDAQ Industrialdistribution, Logistics, Margins, scale, Vending
Aug 8, 2025 Seeking Alpha Caffital Research Fastenal Company Industrials Industrial Distribution Bear NASDAQ
Aug 8, 2025 Seeking Alpha Justin Purohit Fastenal Industrials Industrial Distribution Neutral NASDAQ
Aug 8, 2025 Seeking Alpha Eleceed Capital Fastenal Company Industrials Industrial Distribution Neutral NASDAQ

BSD Shareholders of FAST

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
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.