New positions

Every stock our long-term investors bought for the first time last quarter.

Company	Buyers	Value
Heartland ExpressHTLD	2 of 4	$5m
Sportradar Group AGSRAD	2 of 2	$5m
Plug PowerPLUG	1 of 3	$5m
Spyre TherapeuticsSYRE	1 of 1	$5m
ShimmickSHIM	1 of 1	$4m
Dutch BrosBROS	1 of 2	$4m
Tompkins FinancialTMP	1 of 2	$4m
10x GenomicsTXG	1 of 2	$4m
Avanos MED	1 of 6	$4m
Aura MineralsAUGO	3 of 3	$4m
Xenon PharmaceuticalsXENE	1 of 1	$4m
First Commonwealth FinancialFCF	1 of 2	$4m
Xerox HoldingsXRX	1 of 3	$4m
Texas RoadhouseTXRH	2 of 3	$4m
HealthequityHQY	2 of 2	$4m
Sky Harbour GroupSKYH	2 of 2	$4m
Travere TherapeuticsTVTX	1 of 2	$4m
Nexxen InternationalNEXN	1 of 1	$3m
Progress Software	1 of 1	$3m
Ascent IndustriesACNT	1 of 2	$3m
MaxlinearMXL	1 of 2	$3m
Syndax PharmaceuticalsSNDX	2 of 2	$3m
RootROOT	1 of 2	$3m
Korea Electric PowerKEP	1 of 2	$3m
RedwireRDW	1 of 2	$3m
Commercial BancgroupCBK	2 of 2	$3m
Paymentus HoldingsPAY	1 of 2	$3m
CelcuityCELC	1 of 1	$3m
Westamerica BancorporationWABC	1 of 2	$3m
Alpha Tau MedicalDRTS	1 of 1	$3m
LiquidiaLQDA	2 of 2	$3m
Acadia PharmaceuticalsACAD	1 of 2	$3m
Innovative Solutions & SupportIA	1 of 2	$3m
DR Reddys LaboratoriesRDY	1 of 2	$2m
AlvotechALVO	1 of 2	$2m
ENI SPAE	2 of 4	$2m
Landmark BancorpLARK	1 of 2	$2m
Aktis OncologyAKTS	1 of 1	$2m
DaveDAVE	1 of 1	$2m
China Yuchai InternationalCYD	1 of 2	$2m
OomaOOMA	2 of 3	$2m
Digital TurbineAPPS	1 of 1	$2m
Oscar HealthOSCR	2 of 2	$2m
ImmunityBioIBRX	2 of 2	$2m
Enphase EnergyENPH	1 of 2	$1m
National HealthcareNHC	1 of 1	$1m
AstroNovaALOT	1 of 2	$1m
Ballard Power SystemsBLDP	1 of 1	$1m
GoProGPRO	1 of 2	$1m
AirJoule TechnologiesAIRJ	1 of 1	$1m

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