Ave Maria Funds
Ave Maria Growth Fund
Growth
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Ave Maria Funds for every strategy.
What it bought and sold
We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.
We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.
We also initiated a new position during the quarter in Rambus, Inc.
Proceeds were used to increase existing positions in BlackLine, Taiwan Semiconductor, and XPEL.
Proceeds were used to increase existing positions in BlackLine, Taiwan Semiconductor, and XPEL.
We reduced the existing position in Silicon Laboratories, Inc. and completely exited the positions in McCormick and Valvoline.
Proceeds were used to increase existing positions in BlackLine, Taiwan Semiconductor, and XPEL.