Eric | building Tidemark (@EricAtTidemark) header
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Eric | building Tidemark

@EricAtTidemark

Building @TidemarkHQ I read the boring fund filings and post what's interesting NFA

tidemarkresearch.com/eric
Joined July 2024
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Photo by Eric | building Tidemark (@EricAtTidemark)Photo by Eric | building Tidemark (@EricAtTidemark)Photo by Eric | building Tidemark (@EricAtTidemark)
Q3 13F filings are coming in now, and the deadline is Nov 16. Every fund I follow goes up on Tidemark within a day of filing: full Q3 holdings, new buys, adds, trims and exits. Holdings are free, and Pro adds our estimated cost on every position. tidemarkresearch.com/desk/in…
Tidemark — Institutional conviction research

Tidemark — Institutional conviction research

Turn institutional activity into Discovery, Stock Research, Screener, and Institutions workflows across tracked institutional managers.

tidemarkresearch.com
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Alphabet just went under $300 after hours, first time since early April. A few long-term funds were adding to it in the spring: Baupost, Baillie Gifford and Coatue all bought more in Q2, and Third Point grew its stake about sixfold. Their Sept 30 filings land by mid-November.
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Rosenthal | Henry Capital Advisors (~$109M) reported its Sept 30 holdings on Tuesday. It's almost entirely US community and regional banks. New: $RNST $BCAL $SMBK Added: $INDB 12x, $HTB +85%, $USCB +54% Sold out: Coastal Financial, Texas Capital Cut: $CNOB -58%, $TBBK -22%
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The six banks they bought or built up last quarter are all still within about 6% of their estimated cost. Independent Bank, California BanCorp and USCB Financial are basically sitting right on it.
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The Bancorp was the one they trimmed. By my math they first got in around $11 back in 2020, and it's around $51 now. They still hold about 111K shares, their second-biggest position.
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Pullen Investment Management (~$210M) reported its Sept 30 holdings on Friday. Four of its five biggest positions are index ETFs. New: $MIDD $ESAB $LECO $BR $ICLR $MCD $WBI Sold out: $MA $LPX $PSN $MNRO $NPK Cut about in half: $CVX $ALL $THG
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Full holdings and our estimated costs are free on Tidemark, the site I'm building: tidemarkresearch.com/desk/in…
Pullen Investment Management 13F holdings — Q3 2026 | Tidemark

Pullen Investment Management 13F holdings — Q3 2026 | Tidemark

All 101 positions Pullen Investment Management reported in its Q3 2026 13F filing, with the quarter’s new positions, adds, trims and exits.

tidemarkresearch.com
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The new buys lean industrial. Middleby makes commercial kitchen equipment, and ESAB and Lincoln Electric both make welding gear. All three came in during the same quarter.
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Iridian Asset Management (~$275M, value) reported its Sept 30 holdings on Friday. Just 41 stocks, with about two-thirds of the money in the top 10, led by ACV Auctions. New: $XYL $YOU $INVA Added: $HGV +55%, $NKTR +144%, $BRBR +56%, $FLS +204% Sold out: $LH $MOH $DBRG
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They also sold the last of Labcorp and Molina, two names they'd held for most of the past decade.
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Full list is free on Tidemark, the site I'm building, and Pro shows our estimated cost on each position: tidemarkresearch.com/desk/in…
Iridian Asset Management 13F holdings — Q3 2026 | Tidemark

Iridian Asset Management 13F holdings — Q3 2026 | Tidemark

All 41 positions Iridian Asset Management reported in its Q3 2026 13F filing, with the quarter’s new positions, adds, trims and exits.

tidemarkresearch.com
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Taylor Frigon (~$200M, growth) reported its Sept 30 holdings on Friday. 92 stocks and nothing bigger than 3%, with Cloudflare on top. New: $MELI $NU $FROG $CASY Added: $BROS +36%, $TMDX +30%, $TTAN +23% Sold out: $EPAM $FVRR $MBLY $APH
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They also let go of two long-time holdings. EPAM had been in the book almost every quarter since 2016, Fiverr since 2020. And they cut Palo Alto Networks by 40% and Astera Labs by 43%.
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The full list is free on Tidemark (the site I'm building), and Pro adds our estimated cost for every position: tidemarkresearch.com/desk/in…
Taylor Frigon Capital Management 13F holdings — Q3 2026 | Tidemark

Taylor Frigon Capital Management 13F holdings — Q3 2026 | Tidemark

All 92 positions Taylor Frigon Capital Management reported in its Q3 2026 13F filing, with the quarter’s new positions, adds, trims and exits.

tidemarkresearch.com
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Parnassus Investments (~$34B, the firm behind the Core Equity fund) reported its Sept 30 holdings on Thursday. A lot of selling, and a few big new bets. New: $TJX $CTAS Added: $META from almost nothing, $AZN 4.4x, $TSM 3.3x Sold out: $PG $CMG $REGN, plus Marsh McLennan
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On the way out, they sold all of their Procter & Gamble, about $360M as of June and a stock they'd held for most of the past 12 years. They also cut Oracle by 79% and Realty Income by 94%, and trimmed Apple, Google and AMD.
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Their full list is free on Tidemark, the site I'm building. Pro also shows our estimated cost on every position: tidemarkresearch.com/desk/in…
Parnassus Investments 13F holdings — Q3 2026 | Tidemark

Parnassus Investments 13F holdings — Q3 2026 | Tidemark

All 123 positions Parnassus Investments reported in its Q3 2026 13F filing, with the quarter’s new positions, adds, trims and exits.

tidemarkresearch.com
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