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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 4, 2023 | Springview Capital Management | 3.9% | 5.5% | ATVI, BRK/A, FFH CN, HLN LN, WRB | - | View | ||
| 2024 Q2 | Aug 12, 2024 | Springview Capital Management | -3.2% | 7.7% | 7974 JP, CRH LN, EXO, FFH CN, MCY, WRB, WS | - | View | ||
| 2022 Q2 | Jul 18, 2022 | Springview Capital Management | -8.4% | -7.3% | BRK/A, GOOG, MKL, WRB, WTM | - | View | ||
| 2024 Q1 | Apr 29, 2024 | Springview Capital Management | 11.3% | 11.3% | CRH LN, FFH CN, HLN LN, WRB | - | View | ||
| 2024 Q3 | Nov 19, 2024 | Springview Capital Management | 5.6% | 13.6% | CRH LN, FFH CN, HLN, MCY, WRB, WS | - | View | ||
| 2023 Q3 | Nov 10, 2023 | Springview Capital Management | 2.5% | 8.2% | BRK/A, FFH CN, HLN LN, HLT, WRB | - | View | ||
| 2022 Q4 | Jan 25, 2023 | Springview Capital Management | 7.2% | -4.6% | BRK/A, FFH CN, HLT, MKL, WRB, WTM | - | View | ||
| 2025 Q4 | Jan 20, 2026 | Madison Mid Cap Fund | -1.2% | 1.8% | ACGL, ANET, AOS, APH, BRO, CDW, EXPD, FND, LBRDA, MCHP, MKSI, MSA, PCAR, ROST, TDY, TECH, TREX, TTAN, WAT, WRB | AI, financials, industrials, mid cap, Quality, technology, value | The fund focuses on high-quality, highly profitable, durable businesses with shareholder-oriented management teams selling below intrinsic value assessments. This quality-focused approach has historically provided strong long-term performance despite being temporarily out of favor in speculative market environments. Several portfolio companies are benefiting from AI-related applications and data center spending. MKS's Electronics and Packaging business shows accelerating growth partly due to AI applications, while Amphenol's IT/Datacom business produces spectacular organic growth driven by AI-related data center spending. | MCHP MSA AOS TTAN BIO ROST |
View |
| 2023 Q1 | Apr 14, 2023 | Madison Mid Cap Fund | 7.2% | 12.4% | ANET, BKI, CPRT, CSL, FND, GBCI, IT, PCAR, ROST, WRB | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | Substack | Pacific Northwest Edge | W.R. Berkley Corp. | Financials | Insurance - Property & Casualty | Bull | A.M. Best rating, bond portfolio, combined ratio, decentralized structure, excess and surplus lines, financial strength, Niche markets, property and casualty insurance, stock portfolio, underwriting | View Pitch | |
| Sep 19, 2025 | Seeking Alpha | Seeking Alpha | W. R. Berkley Corporation | Insurance - Property & Casualty | Bull | Asset Base, capital gains, Credit rating, Dividend history, financial strength, Insurance, investment grade, Market Capitalization, Reinsurance, yield to maturity | 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. | ||||||||