Manager Reports

The Big 7 (2/3 of Assets)

TriPro — Show More

BP Capital — Show More

Spitfire — Show More

Spencer — Show More

Cohesive — Show More

Other Assets

The American Home — Show More

Aquamarine — Show More

Cedar Creek Capital — Show More

Centaur — Show More

Chemigen — Show More

Emerging Value Capital — Show More

Eriksen Capital Management — Show More

Greenlea Lane — Show More

Hayman — Show More

Kase — Show More

K1 — Show More

Khrom — Show More

Oxira — Show More

Sabre — Show More

Sellers Capital — Show More

Semper VIC / Tom Russo — Show More

Swift Air — Show More

ValueAct Capital — Show More