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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Ariel Appreciation Fund | 9.9% | 0.0% | BIO, KN, LAZ, MSGE, NVST, NVT, WBA | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Madison Small Cap Fund | 4.0% | 22.2% | AMN, FROG, GOGO, KN, MEDP, VFC, WSC | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Ariel Appreciation Fund | 9.5% | - | FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR | Artificial Intelligence, consumer tech, Fintech, Mid Caps, Value Investing | Ariel Appreciation emphasizes AI-related growth, fintech innovation, and value recovery among mid-cap holdings. Top contributors included Resideo, Sphere Entertainment, and Knowles, while cyclicals like CarMax weighed on results. The team expects undervalued mid-cap equities to outperform as valuations normalize and active management captures AI and consumer technology tailwinds. | PBH FISV MAT KMX KN SPHR REZI |
View |
| 2022 Q3 | Sep 11, 2022 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, BV, CHRD, EHC, HCI, KN, SRC, TCBI, VNOM, WSC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Appreciation Fund | -6.9% | -6.9% | ADT, BIO, GS, KN, MAT, MIDD, NCLH, SLB | - | View | ||
| 2022 Q4 | Feb 22, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | John W. Rogers | Knowles Corp. | Information Technology | Electronic Components | Bull | NYSE | Devices, electronics, growth, Hearing, Margins, Repurchases, semiconductors | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Emmanuel Onwusah | Knowles Corporation | Information Technology | Electronic Components | 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. | ||||||||