Investor Letters
- Alluvial Capital Management 1 letter
- Ariel Investments 2 letters
- Artisan Partners 1 letter
- Askeladden Capital 1 letter
- Baron Funds 1 letter
- Berkshire Hathaway 1 letter
- Biglari Holdings 1 letter
- Bireme Capital 5 letters
- Broyhill Asset Management 1 letter
- Cedar Creek Partners 1 letter
- CrossingBridge Advisors 1 letter
- Distillate Capital 1 letter
- Dodge & Cox Stock Fund 1 letter
- FPA Crescent Fund 1 letter
- First Eagle Investments 12 letters
- Giverny Capital 1 letter
- Grandeur Peak Global Advisors 1 letter
- Greenhaven Road Capital 10 letters
- GreensKeeper Asset Management 1 letter
- Grey Owl Capital Management 4 letters
- Hayden Capital 1 letter
- Heartland Advisors 1 letter
- Hoisington Investment Management 1 letter
- Horizon Kinetics 4 letters
- Intrepid Capital 3 letters
- LVS Advisory 1 letter
- Laughing Water Capital 1 letter
- Maran Capital Management 2 letters
- Markel Group 1 letter
- Massif Capital 1 letter
- McIntyre Partnerships 1 letter
- Merion Road Capital 1 letter
- O'Keefe Stevens Advisory 4 letters
- Oakmark Funds 4 letters
- Palm Harbour Capital 8 letters
- Palm Valley Capital 3 letters
- Patient Capital Management 7 letters
- Pershing Square Holdings 2 letters
- Polaris Capital Management 4 letters
- Polen Capital 5Perspectives Growth Opportunities 1 letter
- Polen Capital U.S. Opportunistic High Yield 1 letter
- Protean Funds 1 letter
- Pzena Investment Management 1 letter
- RGA Investment Advisors 4 letters
- Rowan Street Capital 2 letters
- Royce Investment Partners 4 letters
- Sequoia Fund 1 letter
- Southeastern Asset Management 1 letter
- Third Avenue Management 1 letter
- Tweedy, Browne 1 letter
- Upslope Capital Management 1 letter
- Vulcan Value Partners 1 letter
- Wedgewood Partners 1 letter
- Weitz Investment Management 3 letters
- White Falcon Capital Management 1 letter
