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Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
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	View
2025 Q1	Apr 30, 2025	Fidelity Small Cap Discovery Fund	-	-8.1%	BECN, CIEN, COKE, FAF, FCFS, G, MMS, MTTR, NSIT, OLN, OMI, PATK, PFGC	financials, healthcare, industrials, small cap, technology, value	The fund focuses on companies with low implied expectations where there is substantial disparity between current share price and intrinsic value. Value stocks tended to lag during the quarter while expensive, high-momentum stocks outperformed, creating stylistic headwinds for the fund.		View
2026 Q1	Apr 29, 2026	Jensen Investment	-2.5%	-2.5%	AON, BR, CDNS, FDS, G, HOLX, KEYS, KR, LH, LULU, ON, ROST, SHW, TTC	AI, competitive advantages, energy, mid cap, Quality, ROE, value			View
2024 Q1	Apr 15, 2024	FMI Small Cap Equity	-0.8%	10.7%	ACGL, BRK.B, CNM, CSL, DLTR, ETN, G, GTES, MU, NOFCY, NVT, PGR, PHG, PLXS, RHI, SAFRY, SMIN, SONY, UNH, YOKOY	Balance Sheet, Construction, international, Quality, small cap, Valuations, value	FMI emphasizes investing in advantaged companies trading at discounts to intrinsic value for temporary reasons. Small Cap and International stocks continue to trade at meaningful discounts with relative valuations around two standard deviations below historical levels. The setup appears favorable for value-oriented investing.	WEIR.L SCHW GTES	View
2024 Q1	Apr 15, 2024	FMI All Cap Equity	-1.8%	11.2%	ACGL, BRK.B, CARR, CNM, CSL, DLTR, ETN, FERG, G, GTES, MAS, MU, NVT, PGR, PHG, PLXS, RHI, SCHW, SONY, UNH	Construction, financials, international, Quality, small caps, value	FMI emphasizes investing in advantaged companies trading at discounts to intrinsic value for temporary reasons. All portfolios trade at sizeable discounts to core benchmarks while owning well-run, durable businesses. The firm focuses on finding opportunities outside the Magnificent Seven where valuations and expectations are far less lofty.	WEIR.L SCHW GTES	View
2024 Q1	Apr 15, 2024	FMI Large Cap Equity	-4.0%	10.5%	6841.T, ACGL, BRK.B, CNM, CSL, DLTR, ETN, G, GTES, MU, NVT, PGR, PHG, PLXS, RHI, SAF.PA, SMIN.L, SN.L, SONY, UNH	active management, Construction, Finance, Quality, small caps, Valuations, value	FMI emphasizes investing in advantaged companies trading at discounts to intrinsic value for temporary reasons. All portfolios trade at sizeable discounts to core benchmarks while owning well-run, durable businesses. The firm focuses on finding opportunities where valuations and expectations are far less lofty than mega cap technology.	WEIR.L SCHW GTES	View
2023 Q1	Mar 31, 2023	Fenimore Dividend Focus Strategy	4.6%	4.6%	ADI, AJG, APD, BOC, CHH, DFH, ENTG, FHB, FND, FTDR, G, JKHY, MCHP, NVEI.TO, PAYA, PNFP, SYK, TROW, TSU.TO, ZBRA	Banking, dividends, mid cap, Quality, technology, value	The fund focuses on dividend-paying companies with 11 of 27 holdings increasing dividends in 2023 with an average growth rate of 11.3%. Microchip Technology led with a 41.5% quarterly dividend increase year-over-year.		View
2024 Q4	Dec 31, 2024	FMI All Cap Equity	-2.0%	11.0%	ALLE, ARMK, BJ, BKNG, BRK-B, FERG, G, GOOGL, HLI, OMC, RHI, SCHW	Diversified, long-term, Quality, ROIC, value	The fund holds Houlihan Lokey as its largest position at 4.1%, representing exposure to investment banking and financial advisory services. Charles Schwab represents another significant capital markets exposure at 4.0% of the portfolio.	OMC ALLE	View
2024 Q4	Dec 31, 2024	FMI International Equity	-7.0%	3.0%	ACGL, BKNG, BME.L, FERG, G, ICLR, ROG.SW, RXL.PA, SONY, SW.PA, UL, WEIR.L	healthcare, insurance, international, large cap, Travel, value	ICON is a global contract research organization providing outsourced clinical trial services to pharmaceutical and biotech clients. Following its merger with PRA Health Sciences in 2021, ICON is positioned as a high-quality contender with competitive differentiation. The firm has commercial relationships with 17 of the top 20 pharma companies and benefits from increasing trial complexity and sponsor efficiency needs.	ACGL ICLR	View
2024 Q4	Dec 31, 2024	FMI Small Cap Equity	-7.0%	11.0%	ARMK, ARW, BJ, G, GTES, HAYW, HLI, HSIC, IPG, RHI, SKX, SSD	consumer, industrials, Quality, small caps, technology, value		IPG HAYW	View
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	The fund's holdings increased their cash dividends by 9.5% over the past 12 months, well ahead of inflation. Every holding increased its dividend except for one, with top increases from Microchip Technology (33.8%), Cintas Corporation (17.4%), and Fastenal Company (12.9%).		View
2023 Q4	Dec 31, 2023	Fenimore Value Strategy	11.3%	16.1%	A, APD, BIPC, BOC, BROS, CBZ, CDW, CHH, CIGI, CSV, DFH, ENTG, EXPO, G, MKC, MKL, MLM, NOMD, PAYX, ROST, STE, TROW, TRRSF, TT, VRSK, WAT	dividends, financials, materials, mid cap, Quality, value	Fenimore invests exclusively in companies with durable value, including strong balance sheets, ample cash to reinvest in growth or pay dividends, strong competitive advantages, and capable, ethical management. The firm emphasizes high-quality businesses over short-term performers.		View
2023 Q3	Dec 26, 2023	Bonsai Partners	0.0%	-3.3%	ACN, CTSH, DAVA, EPAM, G, GLOB, NA9.DE, QCOM, TSM, TWKS, WIT	AI, IT Services, Robustness, semiconductors, technology, Value Investing	Manager emphasizes seeking robust businesses that spread risks across value chains or own key processes outright, avoiding fragile companies with single points of failure. Robust companies with pragmatic leadership are purpose-built to survive difficult terrain and act as hedges against unknowable risks.		View
2024 Q3	Sep 30, 2024	FMI Small Cap Equity	-0.8%	10.7%	ARMK, BJ, CSL, FBIN, FN, G, HLI, HSIC, NSIT, NVDA, PLXS, SKX, SSD	consumer, industrials, Quality, small caps, technology, value		FN ARMK	View
2024 Q3	Sep 30, 2024	FMI All Cap Equity	-1.8%	11.2%	ARMK, AVY, BJ, BKNG, BRK.B, CSL, DG, FERG, G, HLI, MAS, SCHW	Diversified, long-term, Quality, ROIC, valuation, value	Aramark operates in the $500 billion food and facilities services market with procurement advantages and defensible moat through quality, breadth, and digital capabilities. The company has a long runway to take market share from smaller operators and self-operators, with margin improvement potential from new business profitability ramp and operating leverage.	DG ARMK	View
2023 Q2	Jul 31, 2023	Vulcan Value Partners – Large Cap	8.2%	17.6%	AMZN, CSGP, CWK, DNB, ELV, ENS, FI, G, GE, GOOGL, MEDP, MLKN, MSFT, PRG, SMRT, SSNC, TDG, UPS	AI, Cloud, free cash flow, large cap, payments, technology, value	Amazon's AWS continues to show strong customer pipeline despite growth deceleration, with significant technology workloads remaining on-premise. Microsoft drives digital cloud growth and benefits from AI wave while generating operating leverage. The managers remain confident in long-term cloud assumptions.	CHKP. ELV ENS PRG MEDP SFR DNB ^GSPC SSNC FISV	View
2023 Q2	Jul 31, 2023	Vulcan Value Partners – Small Cap	9.1%	9.4%	AMZN, CRNC, CSGP, CW, CWK, DNB, ELV, ENS, FI, G, GE, GOOGL, MEDP, MLKN, MSFT, PRG, SMRT, SSNC, TDG, UPS	AI, Cloud, free cash flow, healthcare, payments, small cap, technology, value	AWS growth continues to slow but significant technology workloads remain on-premise with strong new customer pipeline. Microsoft driving digital cloud growth and benefiting from AI wave while generating operating leverage.		View
2024 Q2	Jun 30, 2024	Fidelity Small Cap Discovery Fund	-7.2%	0.5%	BECN, CIEN, COKE, FAF, FCFS, G, MMS, MTTR, NSIT, OLN, OMI, PATK, PFGC	consumer discretionary, healthcare, industrials, small cap, value	The fund focuses on companies with low implied expectations where there is substantial disparity between current share price and intrinsic value. The strategy emphasizes identifying disparities through intensive bottom-up research and seeking attractive risk-adjusted returns through disciplined portfolio construction.		View
2023 Q2	Jun 30, 2023	FMI All Cap Equity	-1.8%	11.2%	6268.T, AAPL, AMZN, BECN, BJ, BME.L, CDW, DG, FERG.L, G, GOOGL, KMX, MAS, MSFT, NTRS, NVDA, RHI, SSD, SW.PA, TRTN	Concentration, international, small cap, technology, value	Generative AI has lit the technology sector ablaze and has potential to be a game-changer, but is in early adoption stages. Commercial revenue projections over next five years could be overblown despite the hype. Questions whether AI winners of today will be winners of tomorrow, noting historical precedent of leadership changes.	ROG.SW CDW ARHI	View
2023 Q2	Jun 30, 2023	FMI International Equity	-7.4%	2.7%	AAPL, AMZN, BECN, BJ, BME.L, CDW, DG, FERG.L, G, GOOGL, KMX, MAS, MSFT, NTRS, NVDA, RHI, ROG.SW, SSD, SW.PA, TRTN	AI, Concentration, growth, international, small caps, technology, valuation, value	Generative AI has lit the technology sector ablaze and has potential to be a game-changer, but is in early stages of adoption with overblown commercial revenue projections. The manager notes heavy technology investment in entertainment rather than productivity-enhancing applications, questioning whether AI will change the productivity trajectory.	ROG.SW CDW ARHI	View
2023 Q2	Jun 30, 2023	FMI Large Cap Equity	-4.0%	10.5%	AAPL, AMZN, BECN, BJ, BME.L, CDW, DG, FERG.L, G, GOOGL, KMX, MAS, MSFT, NTRS, NVDA, RHI, ROG.SW, SSD, SW.PA, TRTN	AI, Concentration, growth, international, small caps, technology, Valuations, value	Generative AI has lit the technology sector ablaze and has potential to be a game-changer, but is in early adoption stages. Commercial revenue projections over next five years could be overblown despite the hype. Questions whether AI winners of today will be winners of tomorrow.	ROG.SW CDW ARHI	View
2023 Q2	Jun 30, 2023	FMI Small Cap Equity	-0.8%	10.7%	6268.T, AAPL, AMZN, BECN, BJ, BME.L, CDW, DG, FERG.L, G, GOOGL, KMX, MAS, MSFT, NTRS, NVDA, RHI, SSD, SW.PA, TRTN	AI, Concentration, Europe, growth, small caps, technology, Valuations, value	Generative AI has lit the technology sector ablaze and has potential to be a game-changer, but is in early adoption stages. Commercial revenue projections over next five years could be overblown despite the hype. The manager questions whether current AI winners will be tomorrow's winners, citing historical precedent.	ROG.SW CDW ARHI	View
2023 Q2	Jun 7, 2023	St. James Investment Company	0.0%	0.0%	AAPL, AMZN, AVP, BRK.A, DIS, G, GOOGL, IBM, KO, MCD, META, MSFT, NVDA, TSLA, XRX	AI, Historical Parallels, inflation, Market Concentration, Speculation, technology, Valuations, Value Investing	AI is described as the new pixie dust driving excessive hype and speculation in technology stocks. The manager views AI as justification for absurd valuations, comparing current AI enthusiasm to historical bubbles. Every Wall Street analyst claims tech giants will benefit disproportionately from AI boom, but this follows the same pattern as previous cycles.		View
2023 Q1	Mar 31, 2023	FMI All Cap Equity	-1.8%	11.2%	ARW, AVY, CSL, CVNA, FERG, FMS, G, KMX, PHG, SAP, SCHW, SNN.L	inflation, positioning, rates, Sentiment, value	Portfolio trades at 13.7x projected 2023 earnings, representing a 43% discount to Russell 3000. Manager emphasizes attractive valuations on both absolute and relative basis as a key source of optimism.	FERG AVY	View
2023 Q4	Jan 14, 2024	FMI Small Cap Equity	-0.8%	10.7%	005930.KS, BJ, BME.L, CARR, DGE.L, G, HSIC, RHI, ROG.SW, RYAAY, SAP.DE, SKX, SSD, UL	Concentration, Debt, international, Quality, small caps, technology, Valuations, value	FMI emphasizes their value discipline and business quality focus, noting that Quality Compounders were up only 8% in 2023 while speculative themes dominated. They believe this dichotomy is unsustainable and that their approach of owning quality businesses at discount valuations will be rewarded.	DGE.L CARR BJ	View
2023 Q4	Jan 14, 2024	FMI Large Cap Equity	-4.0%	10.5%	005930.KS, ACGL, ARW, BJ, BME.L, CARR, DG, G, HSIC, KMX, MAS, MU, RHI, RYAAY, SAP, SCHW, SKX, SLB, SSD, UL	Concentration, Debt, international, Quality, small cap, technology, Valuations, value	FMI emphasizes value investing discipline amid speculative market behavior. The firm focuses on quality businesses trading at discount valuations with solid management teams and balance sheets, contrasting with expensive growth stocks that dominated 2023 performance.	DGE.L CARR BJ	View
2023 Q4	Jan 14, 2024	FMI International Equity	-7.4%	2.7%	005930.KS, ACGL, ARW, BJ, CARR, DG, DGE.L, G, HEI, KMX, MAS, MU, RHI, RYAAY, SAP, SCHW, SKX, SLB, SSD, UL	Concentration, Debt, international, Quality, technology, Travel, value	FMI emphasizes value investing discipline amid elevated U.S. market valuations. The firm focuses on quality businesses trading at discount valuations with solid management teams and balance sheets, particularly in international markets where valuations are more reasonable than U.S. Large Cap.	DGE.L CARR BJ	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 26, 2026	Seeking Alpha	Seeking Alpha	Genpact Ltd.	Information Technology	IT Services	Bear	New York Stock Exchange	AI integration, Business process outsourcing, Genpact Ltd., IT services, New York Stock Exchange, risk management, sell decision, strategic transition, technology-driven solutions, uncertainty	View Pitch
Aug 13, 2025	Seeking Alpha	Redfox Capital Ideas	Genpact Limited	Information Technology	Information Technology Services	Bull	NYSE	—	View Pitch

BSD Shareholders of G

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
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