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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Conestoga Mid Cap Composite | 3.5% | 4.5% | AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN | growth, industrials, infrastructure, Quality, small cap, tariffs, technology | Federal infrastructure investment is driving robust demand in road maintenance and construction markets. Construction Partners has been a leader in seven of the past nine quarters due to this infrastructure spending. The company reported solid fiscal 2Q results with organic revenue increases and record backlog figures. | MTD NET FICO AAON POOL ROP WSO WCN CPRT VEEV IDXX GWRE HEI.A BSY |
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| 2025 Q2 | Jul 22, 2025 | Conestoga Small Cap Composite | 4.8% | -7.1% | AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN | growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology | Federal infrastructure investment is driving robust demand in road maintenance and infrastructure markets. Construction Partners has been a leader in seven of the past nine quarters due to this infrastructure spending. The company reported solid fiscal 2Q results with organic revenue increases and record backlog figures. | SLP KIDS SSTI ERII HLMN MEG ROAD WLDN PL |
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| 2025 Q2 | Jul 22, 2025 | Conestoga SMid Cap Composite | 5.0% | -1.0% | AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN | growth, industrials, infrastructure, Quality, small cap, tariffs, technology | Federal infrastructure investment is driving robust demand in road maintenance and construction markets. Construction Partners has been a leader in seven of the past nine quarters due to this infrastructure spending. The company reported solid fiscal 2Q results with organic revenue increases and record backlog figures. | RBC GWRE AXON ROAD |
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| 2025 Q2 | Jul 22, 2025 | Conestoga Micro Cap Composite | 15.7% | 6.1% | AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN | growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology | Federal infrastructure investment driving robust demand in road maintenance and construction markets. Construction Partners has been a leader in seven of the past nine quarters due to this infrastructure spending tailwind. | TWST |
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| 2024 Q4 | Dec 31, 2024 | FPA Queens Road Small Cap Value Fund | 2.4% | 10.8% | AAP, AGCO, ALTM, ARW, CNXC, CSGS, CSWI, DAR, DECK, FN, IDCC, JBTM, LEVI, LFUS, MATV, MDU, OSK, QRVO, SAIC, SCHL, SFM, SYNA, UGI, UPBD, VSH | active management, compounders, Quality, Russell 2000, small cap, value | The fund focuses on high quality compounders with strong returns on capital, consistent earnings, and prudent balance sheets. The manager emphasizes that small-cap indices are generally 'junkier' with fewer quality companies than large-cap indices, making active management essential to find quality small companies trading at reasonable valuations. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Oct 24, 2025 | Value Investors Club | pokey351 | JBT Marel Corp | Industrials | Industrial Machinery | Bull | NYSE | FCF conversion, Food processing equipment, Poultry, Protein, tariffs | 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 |
|---|---|---|---|---|---|---|---|---|
| Tom Russo | Gardner Russo & Quinn | $9.3B | $1.1M | 0.01% | 7,250 | +0 | +0.00% | 0.0129% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $32.7M | 0.04% | 217,202 | -199,875 | -47.92% | 0.3864% |
| Robert Pohly | Samlyn Capital | $6.3B | $68.4M | 1.09% | 454,209 | -15,128 | -3.22% | 0.8079% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $671,235 | 0.00% | 4,455 | -14,378 | -76.34% | 0.0079% |
| Cliff Asness | AQR Capital Management | $190.6B | $4.4M | 0.00% | 29,313 | -4,059 | -12.16% | 0.0521% |
| Mario Gabelli | GAMCO Investors | $10.4B | $717,491 | 0.01% | 4,762 | -5,350 | -52.91% | 0.0085% |
| Rich Handler | Jefferies | $19.3B | $464,214 | 0.00% | 3,081 | -22,639 | -88.02% | 0.0055% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $168.6M | 0.45% | 1,119,266 | -65,702 | -5.54% | 1.9910% |