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...

The link to Q1 2025 letters:

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...

A table presenting investing results for Q4 2024, full year 2024, and the four years preceding, compared to the S&P 500, Russell 2000, S&P 600, and Nasdaq (as well as a European portfolio compared to the Euro Stoxx 50 and the DAX). Our core portfolios finished 2024 at 11.2%, ahead of the Russell 2000 (10%) but behind the S&P 500 (23.3%).

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)