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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 28, 2026 | Diamond Hill Small Cap Fund | 3.4% | 3.4% | DCO, FA, KN, LYTS, MGY, ODC, PAL, PRGS, RRR, UTZ | AI, defense, energy, Geopolitical, healthcare, infrastructure, oil, small caps | KN LYTS UTZ PAL RRR ODC DCO |
View | |
| 2025 Q1 | Mar 31, 2025 | NCG Micro Cap Growth Strategy | 14.8% | 14.8% | ACVA, AGX, AGYS, ALHC, ALKT, ARQ, ATRO, CSTL, CVLG, DAVA, DCBO, FLYW, FROG, GDYN, HROW, IRTC, MRTN, NEO, OLO, PAL, PDFS, PYCR, SDHC, SMWB, TNDM | growth, healthcare, Micro Cap, small caps, technology, valuation | NCG emphasizes investing in what they believe are the fastest growing and highest quality companies in America. They maintain focus on fundamental growth drivers of each holding and seek companies that can grow revenue and profits at strong rates in any economic environment. | View | |
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALIT, ASH, ASTH, CIVI, DEI, ENOV, FA, FTAI, IGIC, JLL, LOB, NSP, PAL, PESI, RMNI, USLM | financials, healthcare, industrials, rates, small caps, value | The fund focuses exclusively on small-cap investments, typically companies with market capitalization below $3 billion or within the Russell 2000 Index range. Small-cap stocks outperformed in Q3, with the Russell 2000 Index gaining 9% and value stocks outperforming growth. The manager continues finding compelling new ideas in the small-cap space despite the ongoing bull market. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 9, 2026 | Substack | Everyone Hates Poetry | Proficient Auto Logistics | Transportation and Logistics | Auto-hauling | Bull | NASDAQ Stock Market | auto-hauling, demand recovery, freight market, Jack Cooper bankruptcy, Pricing power, Proficient Auto Logistics, regulatory changes, Rick O'Dell, supply cut, transportation and logistics | View Pitch |
| May 1, 2026 | Fund Letters | Diamond Hill Small Cap Fund | Proficient Auto Logistics | Integrated Freight & Logistics | Trucking | Bull | NASDAQ | Auto Manufacturers, Auto Transport, Cost advantage, Geographic Coverage, industry consolidation, Logistics, Non-Union Carriers, Transportation | 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 |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $5.9M | 0.00% | 614,636 | -5,310 | -0.86% | 2.9981% |
| Cliff Asness | AQR Capital Management | $190.6B | $167,090 | 0.00% | 17,333 | -3,620 | -17.28% | 0.0845% |