Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Large Cap Strategy | 2.9% | 4.3% | ADBE, AON, BRK/A, DIS, FERG, KMX, RRX, TXN | cash flow, Intrinsic Value, Large Caps, Quality, volatility | The commentary highlights high-quality large-cap companies trading below intrinsic value following tariff-driven volatility. Management focuses on strong cash generation, durable franchises, and disciplined capital allocation. Valuation gaps created by macro noise are positioned as opportunities. | ADBE FERG RRX |
View |
| 2025 Q2 | Jul 27, 2025 | Diamond Hill Mid Cap | 6.1% | 4.8% | ALK, ASH, COOP, FCN, ICLR, POST, RRR, RRX, TFX, WCC | fundamentals, margin expansion, Mid Caps, self-help, valuation | The letter emphasizes mid-cap companies with strong fundamentals and mispriced growth prospects. Operational improvement, margin expansion, and self-help initiatives are key sources of value creation. Mid-cap volatility is viewed as an opportunity for active managers. | FCN ALK ASH ICLR RRX WCC RRR |
View |
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Large Cap Strategy | 1.4% | 1.4% | ABT, AIG, BRK/A, COF, COOP, GIS, HD, RRX, TGT | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Mid Cap | -1.3% | -1.3% | AIG, ASH, COOP, ILMN, MLM, RRX, TRU, VTR, WCC | - | View | ||
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Small-Mid Cap Strategy | -4.2% | -4.2% | BLDR, COOP, ILMN, INFA, LOB, RRX, TFX, TRU, VRSN, WCC | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ALGT, ERII, GNRC, LANC, POST, PRGO, RRR, RRX, WCC, WNS | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | ADM, AIG, FANG, JCI, PH, POST, RRR, RRX, SBAC, WCC | - | View | ||
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | -9.6% | -9.6% | ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD | - | View | ||
| 2024 Q3 | Sep 30, 2024 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | ARGX, BJ, CRWD, DASH, FND, IAC, ICON, IOT, MCHP, ORLY, OS, PINS, PR, ROST, RRX, SMAR, TSCO, VEEV, VRSK | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | ASH, CUBE, HII, HUM, LANC, NVR, PH, RRX | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | ASH, BBWI, COOP, CUBE, FTRE, HII, LANC, LOB, NVR, RRX | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | BSX, CIVI, GDDY, HUM, LH, NXPI, RRR, RRX, SYY, UDR, VRSN, WCC | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | AMZN, GOOG, IP, KMX, RRX, SBUX, TGT, TXN | - | View | ||
| 2024 Q2 | Jun 30, 2024 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ADUS, ATRC, AZEK, BJ, BOOT, CERT, DRVN, ESAB, EWCZ, HLNE, HXL, IAC, MAX, MRUS, MVBF, NSA, RRX, SILK, SVV, TMCI, TTEK, VCTR, WRBY, WSC | - | View | ||
| 2024 Q2 | Jun 30, 2024 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 4.8% | 0.0% | ARGX, BJ, CHE, DASH, FIVE, GFL, GPN, HCP, IBKR, MPWR, NICE, RRX, STVN, TER, VRSK, WEX | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Diamond Hill Large Cap Strategy | 7.9% | 14.7% | ALL, AMZN, BKNG, FRC, RRX, SIVBQ, TFC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Chris Welch | Regal Rexnord Corporation | Industrials | Industrial Machinery | Bull | NYSE | Automation, deleveraging, efficiency, Industrials, synergies | View Pitch |
| Dec 5, 2025 | Fund Letters | Chuck Bath | Regal Rexnord Corporation | Industrials | Electrical Components & Equipment | Bull | NYSE | Automation, deleveraging, efficiency, Industrials, Margins, powertrain, synergies | View Pitch |
| Oct 15, 2025 | Value Investors Club | Highwind | Regal Rexnord Corp | Industrials | Electrical Components & Equipment | Bull | NYSE | A/R securitization, ABB, Altra, AMC, Automation, data centers, deleveraging, eVTOL, Honeywell, humanoid robots, HVAC, IPS, margin expansion, PES, powertrain | View Pitch |
| Oct 3, 2025 | Value Investors Club | Sturges95 | Regal Rexnord Corp | Industrials | Industrial Machinery | — | NYSE | Regal Rexnord, RRX, automation, industrials, backlog, synergies, power transmission, HVAC, AMC, IPS, PES, valuation | 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. | ||||||||