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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 7, 2024 | Longleaf Partners Global Fund | 14.8% | 18.4% | CNX, FDX, FIS, WBD | - | View | ||
| 2024 Q1 | May 7, 2024 | Longleaf Partners Fund | 10.4% | 10.3% | CNX, FDX, FIS, LBRDA, WBD | - | View | ||
| 2024 Q1 | May 15, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, FI, FIS, FMX, WBD | - | View | ||
| 2024 Q1 | May 13, 2024 | The London Company Income Equity | 10.4% | 14.6% | AAPL, APD, FAST, FIS, MSFT, PGR, SBUX | - | View | ||
| 2024 Q1 | Apr 27, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | BIIB, CMI, FIS, GILD, INTC, MU, PGR, SPGI | - | View | ||
| 2023 Q1 | Mar 31, 2023 | FAM Value Fund (No separate Fenimore Value Strategy hedge fund exists) | 2.7% | 2.7% | ADI, FIS, ICE, MTB, ROST, ZBRA | - | View | ||
| 2025 Q4 | Feb 11, 2026 | BlackRock Mid-Cap Value Fund | 2.5% | 13.7% | BAX, BDX, CAH, CVS, FCNCA, FIS, MMS, SSNC, WCC, WDC | AI, dividends, financials, healthcare, industrials, inflation, mid cap, value | Manager notes exuberance driven by artificial intelligence and narrow leadership raises questions about durability. They see value investing as offering a risk-aware way to participate in secular themes, including AI. Large-scale AI-related capital spending could strain power, materials, and construction capacity. The fund explicitly follows a value investing approach, investing in mid-cap companies that pay attractive, sustainable and growing dividends. Manager emphasizes value investing offers a risk-aware way to participate in secular themes and argues for selectivity and disciplined risk control. | View | |
| 2024 Q4 | Dec 31, 2024 | Parnassus Value Equity Fund | -1.5% | 12.0% | ABNB, ALGN, AMAT, AMZN, AVGO, AZN, BALL, BAX, BIIB, BK, DHI, DIS, FIS, GOOG, GPN, INTL, MU, NICE, NTR, NVO, ORCL, PGR, SCHW, TSM, V | - | View | ||
| 2025 Q3 | Oct 28, 2025 | The London Company Income Equity | 5.8% | 15.4% | AAPL, CMI, DEO, FIS, GLW, NSGRY, NTDOY, PM, TEL, UNH | Artificial Intelligence, dividends, healthcare, income, Quality | The portfolio outperformed its benchmark, led by AI-linked industrial and technology names such as Corning and TE Connectivity. Management added Cummins and UnitedHealth, citing durable advantages, resilient cash flows, and demographic-driven growth in healthcare. Despite near-term volatility, the fund remains focused on dividend yield, quality balance sheets, and steady earnings to preserve capital amid elevated valuations. | UNH TEL GLW UNH TEL GLW |
View |
| 2025 Q3 | Oct 20, 2025 | Pelican Bay Capital Management | 7.8% | 11.2% | CPAY, ELV, EOG, FIS, GOOG, ODFL, UNH | AI, Freight, gold, Health Insurance, value | Pelican Bay reports strong returns from gold miners and AI-linked technology companies, including Barrick and Micron. The fund initiated new positions in Old Dominion Freight and Elevance Health, emphasizing durable competitive advantages, strong balance sheets, and discounted valuations. Management expects normalization in healthcare margins and sees long-term compounding potential in quality value stocks. | ELV ODFL GOOG MU ELV ODFL MU |
View |
| 2025 Q3 | Oct 15, 2025 | Longleaf Partners Fund | -0.3% | -0.4% | ACI, BIO, CNX, EXO NA, FDX, FIS, IAC, KHC, MAT, PCH, PVH, REGN, RYN | Capital Allocation, free cash flow, Market cycles, Quality Companies, Value Investing | Longleaf reiterates its focus on long-term value and high free cash flow per share growth amid market froth driven by AI hype and mega-cap valuations. The fund holds concentrated positions in cash-generative firms like CNX, Kraft Heinz, and FedEx, emphasizing operational discipline and capital allocation. Management expects re-rating potential as fundamentals outweigh speculation. | BIO REGN PCH RYN ACI FDX MGM IAC KHC MAT CNX |
View |
| 2022 Q4 | Jan 20, 2023 | Pelican Bay Capital Management | 9.9% | -1.9% | CPRI, FIS, GNRC, PSX | - | View | ||
| 2024 Q2 | Jun 30, 2022 | Heartland Mid Cap Value Fund | 8.2% | 9.7% | FIS, JBHT, SRCL | - | View | ||
| 2023 Q1 | Apr 20, 2023 | The London Company Income Equity | 10.4% | 14.6% | AAPL, FIS, MSFT, NSC, PFE, SCHW, TXN | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Diamond Hill Mid Cap | 8.3% | 13.3% | ALL, ARW, ESAB, FIS, FRC, SF, SIVBQ | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | FIS, LSXMA, META, SCHW | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Weitz Value Fund | 12.3% | 19.0% | FIS, META, SCHW | - | View | ||
| 2022 Q4 | Mar 2, 2023 | Baron Asset Fund | 8.3% | 10.6% | ACGLN, AZPN, FICO, FIS, HUBS, ICLR, IDXX, IT, MTD, RIVN, TTD, WIX, WST, ZI | - | View | ||
| 2022 Q3 | Feb 11, 2022 | ClearBridge Investments All Cap Growth | 0.0% | 0.0% | BIIB, CMCSA, FIS, META, PATH, TEAM | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Fund | -1.3% | 8.8% | CNX, DINO, FIS, IAC, K, LBRDK/A, MGM, PYPL, RTX, WBD | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Global Fund | -6.7% | 10.5% | CNX, ERF FP, FIS, IAC, K, MGM, PRX NA, TIGO, VIV FP, WBD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2026 | Twitter / X | @secretlyaninja | Fidelity National Information Services, Inc. | Information Technology | Data Processing & Outsourced Services | Bull | New York Stock Exchange | banking, Capital markets, FCF, Fcf Conv, Fis, Outlook, Rev, Seg | 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. | ||||||||