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<lastBuildDate>Thu, 14 May 2026 04:13:55 -0600</lastBuildDate>
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<title><![CDATA[First Pacific Advisors]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=FPA</link>
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<pubDate>Thu, 14 May 2026 04:13:55 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> BAX AJG WAT PYPL CNH MRSH VBIL GLD EQPT SCCO DG EMR FNV CVX ROST TSLA DIS CSL CPAY BIDU NVST GWW ORLY MCD HSIC SMG DEO<br/><b>Added to:</b> LBRDK AVTR DEI AON MTN FBIN MICC IFF CMCSA BDX VYX KMX TMO BIO ICLR UBER NXPI VT AMZN PCG JEF VNO<br/><br/>]]></description>
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<title><![CDATA[Mairs & Power Funds]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=MPF</link>
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<pubDate>Thu, 14 May 2026 04:04:25 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> SFM VOO AMBA APG SOLS VGLT VONE VWO MDY GLD RSP USMV VGT ADI MU MUR SNAP TKR UTHR WAT<br/><b>Added to:</b> WM AMP PANW FISV PIPR ISRG V MSFT ZTS MEDP TRV MSI BSY META CVX PG ADP JHX CGNX VEA RDNT WTFC HWKN GOOGL AMZN VO MINN TREX VB KNF XYL ABT PATK CTAS MMM ASB CLFD BKH BA ACN MO AVGO BMI CB NWE WEC XEL VTI PATH SPY BIL SHEL SCHF ORCL COP NKE MPC IWD EFA QQQ GBCI IBM COST<br/><br/>]]></description>
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<title><![CDATA[Third Avenue Management]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=TA</link>
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<pubDate>Wed, 13 May 2026 14:58:32 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> HOG RHI BKD CPRX QLYS COMP<br/><b>Added to:</b> BCC FSV TDW OSG ALG FLG ICFI UHAL.B OCFC BXC<br/><br/>]]></description>
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<title><![CDATA[John Armitage - Egerton Capital]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=EC</link>
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<pubDate>Wed, 13 May 2026 10:38:49 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> LIN NVDA DVN CNQ MDLN ACGL AWI<br/><b>Added to:</b> GOOG MCO V VMC UBER CRH LAMR MA CME<br/><br/>]]></description>
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<title><![CDATA[Thomas Russo - Gardner Russo & Quinn]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=GR</link>
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<pubDate>Wed, 13 May 2026 10:24:41 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> SUNB ERFSF MRK<br/><b>Added to:</b> NFLX DASH UBER KNCRF RTLLF AKBLF UNP LEVI AAPL KMROF WRBY ORCL MCD JNJ XOM DIS DLG.MI ECTXF FLMNF FLUIF SSPPF<br/><br/>]]></description>
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<title><![CDATA[First Eagle Investment Management]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=FE</link>
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<pubDate>Tue, 12 May 2026 07:57:05 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> ADP BRO WAT FISV CFR VSNT RELX CBT HUN HRI FUL LAD KWR PLXS SPY CVLG CCRN EXTR BRZE TALO IIIV OLN ARLO AOSL SUNB CHWY CLX LFUS TNC LRN ESI XGN USFE FEMD STVN JBHT GTES<br/><b>Added to:</b> WDAY CRM BXP MSFT WY DIS EXR FNF CHTR MICC OMC NE BIL CMCSA CSL BDX FMX SLB FNV IFF OKE ELV ABEV WTW ORCL META MDT UHS PPG SHEL CL BTI ACN USB PM IPGP EQR DEI BIO BK GOOG UL TXN ONTO OTIS QTRX SBCF SONO MG MTRN FVR HLN HLIT HNGE FLYW FLOC DG DSX XRAY DE CMI CYRX CMCO COHU BRK.A ATRC ABCB AXP AIN ABM WMB WSR WLK WCN VITL VSH VMD VLY VFC UTZ UTI UGI UCTT UMH URI UNH UEIC TRN TRS TRNS TAC TITN TWI TTAM TKR TMHC SKT STRW SRTA STC STE SARO SPB ONB OGS ONEW POWW PKOH PEP PWP PFGC PR PXED PROF PUMP PHM NX QNST RLGT RDNT METCB PACK RJF RRBI RRX RS RELY RKT ROG RES RPM RHP STNG SIBN SIMO SLP SMBK SDHC KRE NPKI NMIH NTGR NVGS LYG LPX LYTS MGNI MTW MRVI HZO MATV MTRX MEC LNC LFST KMPR JLL JBI JHX INTT IBP FTAI FIP GEHC HSTM DINO HLLY HD HOFT HLI INSG FLS GSM FERG EXE ETD EQIX NVST EPD NPO LOCO EGP EXP DOUG DORM LPG DNOW DCOM DGII BBCP CON CCU CMC COLB KOF CIGI CHEF CAKE SKY CCS CENTA CDNA CP CNI BCC BSM BKH BRK.B BDC BHE AX AXS AVBH AORT ACA ANGO ASYS AWK AMBQ ATEC ALGT APD AEM AEBI ADTN AIR MASS FLEX DEO<br/><br/>]]></description>
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<title><![CDATA[Vulcan Value Partners]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=VVP</link>
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<pubDate>Mon, 11 May 2026 14:28:39 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> NOW<br/><b>Added to:</b> TRU MEDP RYAN TPG CIGI SARO<br/><br/>]]></description>
</item><item>
<title><![CDATA[Robert Vinall - RV Capital GmbH]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=RVC</link>
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<pubDate>Mon, 11 May 2026 07:53:58 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> MORN SPOT<br/><b>Added to:</b> CVNA META MSFT PAYC CRM IBKR<br/><br/>]]></description>
</item><item>
<title><![CDATA[Josh Tarasoff - Greenlea Lane Capital]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=GLC</link>
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<pubDate>Mon, 11 May 2026 06:04:27 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> SGOV NFLX<br/><br/><br/>]]></description>
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<title><![CDATA[Kahn Brothers Group]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=KB</link>
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<pubDate>Fri, 08 May 2026 09:22:04 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> Z<br/><b>Added to:</b> OGN SEG MBI CMCSA<br/><br/>]]></description>
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