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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 5, 2025 | Baron Small Cap Fund | 10.3% | 0.3% | ASGN, BWIN, CAKE, CWA, DKNG, DXCM, ENS, FROG, GDYN, GWRE, HH, HLLY, ICLR, IDXX, INSM, IT, KNSL, KTOS, LLYVA, NCNO, NEOG, ODD, PLNT, RRR, SEMI, SIZE, TDG, UTZ, VRT | AI, defense, growth, small caps, technology, value | AI remains the dominant and most compelling market theme. Vertiv Holdings, the fund's largest position, is a direct play on AI infrastructure buildout for data centers. The market became increasingly confident in the durability and longevity of AI growth during the quarter. | View | |
| 2026 Q1 | May 13, 2026 | AMG GW&K Small Cap Core Fund | 0.0% | 0.0% | AEIS, ALGM, ARQT, AVNT, FWRG, HLI, IDA, MTSI, RBC, SF, STRL, UTZ, VCYT, VIAV | energy, healthcare, industrials, small caps, technology, value | View | ||
| 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 | AMG GW&K Small Cap Core Fund | -7.3% | -7.3% | ADC, ARQT, BWIN, CBZ, CHX, COCO, FLYW, FNA, GBCI, GMED, HALO, HLI, HMN, ICFI, INSM, INTA, ITCI, LOPE, MGY, MTSI, NWE, PAR, PATK, PPBI, PRIM, RBC, SKY, SPXC, STAG, STRL, SWTX, TNDM, UMBF, UTZ | AI, Biotechnology, energy, financials, Quality, small caps, Trade Policy | The fund discusses navigating uncertainty from tariff announcements and trade policy changes by the current U.S. Administration. The manager analyzes potential impacts on manufacturing, consumers, and trading partners, while monitoring for signs of policy moderation or negotiation. | View | |
| 2025 Q4 | Jan 6, 2026 | Palm Valley Capital Management | 0.7% | 4.5% | AMDOCS, AVA, CRI, DOM, FLO, FORR, FPI, HTLD, INGR, KELYA, LAS/A, LKQ, MAN, NWN, PHYS, PSLV, PVCMX, RES, UTZ, WHGLY | capital preservation, Cash, optionality, Patience, valuation | The letter highlights a cautious stance driven by elevated valuations, narrow market leadership, and limited margins of safety across equities. Cash is positioned as a strategic asset, preserving optionality and protecting capital while waiting for more attractive risk-reward setups. Capital preservation and patience are framed as competitive advantages late in the market cycle. | HTLD FLO INGR UTZ DOM LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | Diamond Hill Small Cap Fund | Utz Brands | Packaged Foods | Packaged Foods & Meats | Neutral | New York Stock Exchange | Competition, consumer sentiment, Freight Costs, GLP-1 Impact, operational progress, Packaged Foods, Snack Foods, SNAP Benefits | View Pitch |
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Utz Brands, Inc. | Consumer Staples | Packaged Foods | Bull | New York Stock Exchange | brands, Consumerstaples, deleveraging, Freecashflow, Snacks | View Pitch |
| Dec 5, 2025 | Fund Letters | Chris Welch | UTZ Brands, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | NYSE | brands, deleveraging, growth, Margins, Snacks | 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. | ||||||||