CS

Column Small Cap Fund | CFSLX

Mutual Fund
Column Small Cap Fund
Last update 2025-06-16 982 Stocks (88 new)
Value $412.00 Mil Turnover 12 %
Countries:
Top Holdings: MORN(1.15%)GSHD(1.02%)SFBS(0.92%)ATDRY(0.90%)EPAC(0.84%)
Summary Stock Picks Current Portfolio
Column Small Cap Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MORN
Morningstar Inc
15,117
4,742.5
0%
1.150
0%
0.040
+7.67%
-12.34%
12,416.2
Capital Markets
GSHD
Goosehead Insurance Inc
34,270
4,222.4
-5.83%
1.020
-0.06%
0.140
-11.61%
-5.08%
2,413.6
Insurance
SFBS
Servisfirst Bancshares Inc
41,554
3,798.0
0%
0.920
0%
0.080
+19.85%
-1.99%
4,479.8
Banks
ATDRY
Auto Trader Group PLC
1,558,573
3,709.4
0%
0.900
0%
0.040
+9.20%
+11.93%
9,523.1
Interactive Media
EPAC
Enerpac Tool Group Corp
74,641
3,453.6
+1.32%
0.840
+0.01%
0.140
-5.88%
-8.40%
2,030.2
Industrial Products
RYAN
Ryan Specialty Holdings Inc
48,107
3,367.0
-4.51%
0.820
-0.04%
0.040
-12.10%
-0.08%
8,091.2
Insurance
NCNO
Ncino Inc
101,694
3,184.0
0%
0.770
0%
0.090
+20.79%
-14.18%
3,341.4
Software
THG
The Hanover Insurance Group Inc
17,893
3,051.3
+18.22%
0.740
+0.11%
0.050
+5.25%
+6.81%
5,870.2
Insurance
IWN
iShares Russell 2000 Value ETF
18,685
3,010.2
+2.38%
0.730
+0.02%
0.030
+20.64%
+1.26%
11,390.8
 
RTMVY
Rightmove PLC
178,561
2,987.3
0%
0.720
0%
0.050
+11.06%
+32.05%
8,154.5
Interactive Media

Column Small Cap Fund's Historical Top Holdings Breakdowns

Column Small Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAON
AAON Inc
2025-02-28
Reduce
Reduce
-0.56%
●
76.8 ($120.11) 137.25
$76.83
-36.03%
Reduce -36.3%
32,891
-18,743
HEES Unlock Delisted
H&E Equipment Services Inc
2025-02-28
Reduce
Reduce
-0.31%
●
43.93 ($72.62) 100.57
$94.64
30.32%
Reduce -86.26%
3,759
-23,594
DAVA
Endava PLC
2025-02-28
Add
Add
+0.28%
●
23.92 ($30.65) 34.49
$13.72
-55.24%
Add 97.26%
97,351
48,000
AXTA
Axalta Coating Systems Ltd
2025-02-28
Sold Out
Sold Out
-0.28%
●
33.56 ($36.64) 40.59
$30.52
-16.70%
Sold Out
0
-32,280
SUM Unlock Delisted
Summit Materials Inc
2025-02-28
Sold Out
Sold Out
-0.28%
●
50.35 ($51.44) 52.49
$52.49
2.04%
Sold Out
0
-25,026
FDS
FactSet Research Systems Inc
2025-02-28
Reduce
Reduce
-0.27%
●
453.02 ($471.33) 491.61
$446.21
-5.33%
Reduce -63.79%
1,414
-2,491
GXO
GXO Logistics Inc
2025-02-28
Add
Add
+0.27%
●
36.31 ($44.88) 60.83
$51.77
15.35%
Add 242.83%
39,974
28,314
APPF
AppFolio Inc
2025-02-28
Add
Add
+0.26%
●
211.22 ($243.09) 269.26
$237.68
-2.23%
Add 66.78%
12,372
4,954
KNSL
Kinsale Capital Group Inc
2025-02-28
Add
Add
+0.26%
●
416.48 ($460.5) 524.22
$479.82
4.20%
Add 174.88%
3,917
2,492
UBSI
United Bankshares Inc
2025-02-28
Sold Out
Sold Out
-0.25%
●
35.37 ($38.45) 42.27
$37.58
-2.26%
Sold Out
0
-27,270

Column Small Cap Fund Total Holding History ($B)

To

Column Small Cap Fund's Asset Allocation

To

Column Small Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Column Small Cap Fund's Hypothetical Growth since 2025-02-28

Column Small Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Column Small Cap Fund's Holdings Heat Map

Size field:

Column Small Cap Fund's Holdings Bubble Chart

Column Small Cap Fund News

  • 1

Discussions on Column Small Cap Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.