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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 10, 2025 | Meridian Growth Fund | -0.8% | 6.3% | CARG, DOCS, RELY, ST, STE, TMDX | - | View | ||
| 2025 Q4 | Jan 29, 2026 | Pzena Global Small Cap Focused Value strategy | -1.0% | 12.8% | 240810.KS, 9065.T, AAP, ADNT, BIRG.L, BPE.MI, MRC, NOKBF, RCO.PA, REZI, SCS, ST, TEP.PA, TPK.L, UMI.BR, UNI.MC, WGO | consumer discretionary, financials, global, small cap, underperformance, valuation, value | The portfolio remains attractively valued and is currently among the most inexpensive across the geographies and market cap ranges managed by Pzena. Small-cap stocks remain particularly depressed relative to larger companies. Small-cap stocks remain particularly depressed relative to larger companies, with the portfolio's relative performance being challenged. U.S. small caps modestly underperformed large caps during the quarter. | WGO KNX |
View |
| 2023 Q2 | Jul 25, 2023 | Diamond Hill Mid Cap | 8.3% | 13.3% | ASH, CIEN, ENOV, FERG, LEA, PH, SBAC, ST, UGJ, WCC | - | View | ||
| 2023 Q2 | Jul 19, 2023 | The London Company SMID Cap | 9.2% | 9.2% | DECK, ENTG, ST, THG, TREX, UNF | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Meridian Growth Fund | 6.8% | 0.0% | ACTA, CARG, CERT, ST, STE, ZD | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Meridian Growth Fund | 6.8% | 0.0% | ACVA, ARVN, CCCC, CCSI, FTDR, ST | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Small-Mid Cap Strategy | 8.4% | 9.2% | CIVI, CTRA, CUBE, ERII, FBIN, FHN, GDDY, LOB, NSP, NVST, RRR, ST, WBS, WCC, WNS | - | View | ||
| 2023 Q4 | Jan 2, 2024 | Diamond Hill Mid Cap | 8.3% | 13.3% | BWA, CIEN, CTRA, CUBE, FBIN, GDDY, NSP, NVST, PH, RRR, ST, VFC, WBS, WCC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 13, 2025 | Seeking Alpha | Emmanuel Onwusah | Sensata Technologies Holding PLC | Information Technology | Scientific & Technical Instruments | 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. | ||||||||