1Q'25 Baron Fifth Avenue Growth Fund on #$LLY, #$IOT, #$KKR More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Crossroads Capital on $MGNI More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Greenhaven Road Capital on #$KFS Read the full letter here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Heartland Opportunistic Value Equity on $DCI, $TDY, $JBHT More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 SouthernSun Small Cap on #$EXTR, #$MOD More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 White Falcon Capital Management long write-up on #$GRFS Read the letter here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Patient Capital Management on #$CVNA, #$NFE, #$JD, #$PLAY, #$SDRL, #$ILMN More fund letters here: lettersandreviews.blogspot.com/p/1st-quarte...

1Q'25 Middle Coast Investing on #$ECG, #$SON More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

1Q'25 Vltava Fund on #$URI More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 O'Keefe Stevens on $BYON, $DFIN Read the full letter here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 RGA Investment Advisors on $DEO and new investments in $AMZN, $UBER Read the full letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Ace River Capital on #$RICK More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Crossroads Capital on #$CLMT, #$NTDOY, #$MGNI Read the full letter here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Bronte Capital on $SPXSF Find the full letter here: lettersandreviews.blogspot.com/p/4th-quarte...

No Street GP LP Top 5 Positions at Q2 2024 % of portfolio, symbol and quarterly change 13.58 $GTLS -5% 9.22 $APP -41% 7.24 $BEEP 49% 6.09 $UBER 239% 5.90 $DESP -1% lettersandreviews.blogspot.com/p/4q-2024-13...

4Q'24 Voss Capital on $MBGYY Voss's letters are always great read. Find it below: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 The London Company - Small-Mid Cap on $CACC, $CCCS, $ESI More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

@contrarianpod.bsky.social4Q'24 Madison Small Cap Fund on $KN, $VFC, $MEDP madisonfunds.com/wp-content/u... More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Baron Asset Fund on $TTIN More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 SouthernSun Small Cap on #$AEIS, #$OXM Full letter here: lettersandreviews.blogspot.com/p/4th-quarte...

Alluvial has his latest letter up. His quarterlies are always fun to read. Thanks @alluvialcapital.bsky.social alluvialcapital.com/wp-content/u...

4Q'24 Donville Kent Asset Management on $ZDCAF, $EHMEF Read the full letter here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Giverny Capital Asset Management on $MTB, $ASHTF, $IBP, $FISV, $FERG, $KNSL, $ALGN, $MEDP More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

I always enjoy reading East72 Dynasty Trust. If you have not yet read their last letter you should. $REMYY, $LPRRF, $VIL.PA, $VIRT, $FRFHF, $ELFIF, $BF.B lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Heartland Value Fund on $DK, $PDCO, $XRAY More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF Read the full here: lettersandreviews.blogspot.com/p/4th-quarte...

4Q'24 Aristotle - Small/Mid Cap Equity new buys $COLD, $AXTA, $CMCO, $DOC, $HXL, $NSIT More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte...

I’m excited to share my Q4 2024 letter from Middle Coast Investing. Here are our results. We finished the year strong, beating both the S&P 500 and the Russell, though ultimately, we lagged the S&P and had a more reversionary performance after 2023’s success. (Our results are in bold)

4Q'24 Palm Valley Capital Fund on $KELYA, $SEB, $HTLD More fund letters here: lettersandreviews.blogspot.com/p/4th-quarte... #stocks #investing #$KELYA #$SEB #$HTLD