| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 15, 2026 | Madison Small Cap Fund | 12.7% | 12.9% | BDC, CNM, CSL, CVLT, EHC, EXTR, HAYW, HQY, INDI, KN, MAIR, OPCH, OSW, POWI, SHAK, SMG, SMPL, TCBI, WK | AI, healthcare, industrials, semiconductors, small caps, software, value | MAIR BDC EXTR INDI OPCH OSW SMPL SHAK |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Fund Letters | Madison Small Cap Fund | Madison Air Solutions | Building Products & Equipment | Building Products | Bull | Building Products, cash flow, Commercial, data center cooling, HVAC, Industrials, IPO, Residential, Value | 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. | ||||||||