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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Alluvium Global Fund | - | - | BABA, DKS, LBRDA, LNR CN, LYB, RHI, RYA ID, THO | balance, diversification, global, risk, structure | The commentary emphasizes global diversification across regions and sectors amid rising geopolitical and macro uncertainty. The manager discusses balancing growth and defensiveness, with a focus on companies benefiting from long-term structural trends rather than cyclical speculation. Risk management and adaptability are core portfolio principles. | BABA LYB RHI LBRDA THO GPI AN LNR CN DKS |
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| 2024 Q1 | May 7, 2024 | Longleaf Partners Fund | 10.4% | 10.3% | CNX, FDX, FIS, LBRDA, WBD | - | View | ||
| 2024 Q1 | May 2, 2024 | Madison Investors Fund | 7.8% | 17.0% | ADI, CAN, FI, LBRDA, PCAR | - | View | ||
| 2025 Q1 | May 1, 2025 | Brennan Asset Management | - | - | CODI, GTX, LBRDA, PTSB LN | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Oakmark Select Fund | 8.1% | 0.0% | DE, LBRDA | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Alphyn Capital Management | 8.9% | 13.5% | AMZN, CCOI, CRTA LN, DSGR, ESAB, EXO NA, FFH CN, KFS, KKR, LBRDA, OCSL | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | CHTR, GS, LBRDA, META | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Weitz Large Cap Equity Fund | 7.8% | 13.3% | CHTR, GOOG, LBRDA | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, LBRDA, NVDA, RIVN, SBH, VST | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Alluvium Global Fund | - | - | 0RYA LN, CPRI, DKS, LBRDA, LEA, LYB, ROG SW, UMG NA | - | View | ||
| 2022 Q3 | Oct 10, 2022 | Alphyn Capital Management | 8.9% | 13.5% | AHT LN, AMZN, BUR, EXO NA, FFX GR, IAC, KMX, LBRDA, PSH LN, VMEO | - | View | ||
| 2025 Q4 | Jan 29, 2026 | Weitz Multi Cap Equity Fund | -1.5% | 3.2% | ACN, BRK-B, CDW, CHTR, CMCSA, CSGP, DHR, GOOGL, HEI, IDXX, IEX, IT, KMX, LBRDA, LH, LKQ, META, PRM, SIRI, TECH | healthcare, multi-cap, technology, Telecom, underperformance, value | Google's Gemini AI surpassed expectations with latest release, moving to front of pack among frontier models according to industry benchmarks. Investors questioning value of Gartner's research offerings in rapidly evolving GenAI landscape. Heightened competition continues weighing on broadband investments including Liberty Broadband and Charter Communications. Charter's capital investment cycle beginning to ease, expected to improve free cash flow and support share repurchases at depressed prices. CarMax faces challenging environment with constrained availability and affordability of late model used vehicles. Online competitor Carvana taking share while CarMax's omni-channel investments have yet to deliver improvements, leading to strategic changes and CEO departure. | CHTR KMX PRM |
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| 2025 Q4 | Jan 29, 2026 | Weitz Partners III Opportunity Fund | 0.7% | 3.2% | AMZN, AON, BRK-A, CHTR, DHR, EEFT, GOOGL, GPN, IEX, KMX, LBRDA, LH, MA, META, MSFT, ROP, SIRI, TECH, TMO, V | AI, Biotechnology, contrarian, healthcare, Long/Short, technology, value | The fund owned several companies deemed AI Winners including Alphabet, Microsoft, Amazon and Meta Platforms, averaging roughly 16% of Fund assets in 2025. Google's latest Gemini AI release surpassed expectations with benchmarks showing performance moved to the front of the pack. The fund's deep value stocks averaging roughly 16% of portfolio assets had a disproportionately negative impact on returns in 2025. As value-oriented investors, the managers are comfortable taking contrarian positions but must be clear-eyed about how companies' prospects change. The portfolio's life sciences investments representing roughly 18% of average assets experienced a lost year in 2025. The industry began with pressure on research budgets and heightened scrutiny of healthcare apparatus, reorienting around a new normal before organic growth pickup spurred a rally. | BRK.B PRM CHTR KMX GOOGL |
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| 2025 Q4 | Jan 23, 2026 | Alluvium Global Fund | -1.1% | -0.1% | 005930.KS, AN, BABA, CHTR, DKS, GOOGL, GPI, HCA, HRB, LBRDA, LNR.TO, LYB, MCK, RHI, RYAAY, THO, UMG.AS, V | AI, Airlines, global, healthcare, technology, underperformance, value | The fund discusses the rapid adoption of AI technologies, particularly Alphabet's Gemini AI which gained 650 million monthly active users in six months. Questions remain about quantifying efficiency gains and monetary benefits versus the immense capital outlays by providers. Ryanair represents the fund's largest position at 9.4%, benefiting from earlier aircraft deliveries and upgraded traffic expectations. Management expects reasonable net profit growth with strengthening competitive positioning. The fund follows a value-oriented approach, buying more of poorly performing investments as they decline. The managers acknowledge the value investor's curse of buying too early and selling too early, citing examples of premature exits from gold miners and semiconductor companies. | View | |
| 2025 Q4 | Jan 20, 2026 | Madison Mid Cap Fund | -1.2% | 1.8% | ACGL, ANET, AOS, APH, BRO, CDW, EXPD, FND, LBRDA, MCHP, MKSI, MSA, PCAR, ROST, TDY, TECH, TREX, TTAN, WAT, WRB | AI, financials, industrials, mid cap, Quality, technology, value | The fund focuses on high-quality, highly profitable, durable businesses with shareholder-oriented management teams selling below intrinsic value assessments. This quality-focused approach has historically provided strong long-term performance despite being temporarily out of favor in speculative market environments. Several portfolio companies are benefiting from AI-related applications and data center spending. MKS's Electronics and Packaging business shows accelerating growth partly due to AI applications, while Amphenol's IT/Datacom business produces spectacular organic growth driven by AI-related data center spending. | MCHP MSA AOS TTAN BIO ROST |
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| 2024 Q3 | Sep 30, 2024 | Madison Mid Cap Fund | 7.2% | 12.4% | BRO, DLTR, FND, GGG, LAD, LBRDA, MC, MCHP, PCAR | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Weitz Multi Cap Equity Fund | 10.4% | 16.3% | GOOG, LBRDA, LM0B GR, PRM | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | GOOG, LBRDA, LM0B GR, PRM | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Alluvium Global Fund | 0.0% | 0.0% | 005930 KS, AEM, AN, CPRI, GOOG, HCA, LBRDA, LMT, LNR CN, MCK, RRL AU, UMG NA, V | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Baron Small Cap Fund | 9.6% | 14.5% | AZPN, CGNX, DRVN, FFO GR, GWRE, INDI, KNSL, LBRDA, VRT | - | View | ||
| 2023 Q3 | Aug 11, 2023 | Weitz Multi Cap Equity Fund | 10.4% | 16.3% | EFX, LBRDA, META, PRM | - | View | ||
| 2023 Q3 | Aug 11, 2023 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | CCRD, LBRDA, META, QRTEB | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Alluvium Global Fund | - | - | DKS, GOOG, HCA, LBRDA, LNR CN, MCK, RHI, THO | - | View | ||
| 2024 Q4 | Jan 31, 2025 | Alluvium Global Fund | - | - | CHTR, CPRI, DKS, GOOG, GPI, HCA, HRB, LBRDA, LMT, LYB, MA, MCK, RYAAY, V | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Sequoia Strategy | 7.1% | 20.8% | 0UMG LN, AHT LN, BAC, CSU CN, ERF FP, GOOG, ICE, KMX, LBRDA, LSXMA, META, NFLX, RR/ LN, SAP, SCHW, UNH | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | Stuart Pearce | Liberty Broadband Corporation | Communication Services | Cable & Satellite | Bull | NASDAQ | cable, consolidation, discount, synergies, Tracking stock | View Pitch |
| Oct 23, 2025 | Value Investors Club | glgb913 | Liberty Broadband Corp. | Communication Services | Cable & Satellite | Bull | NASDAQ | Alaska telecom, Charter Communications, Merger Arbitrage, spread compression | 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. | ||||||||