- Small Cap Fund Quarterly Snapshot Small Cap Fund added to resilient industrial and tangible-asset businesses as volatility widened the gap between near-term worries and long-term demand. The portfolio initiated Bank7, Twin Disc and Mayville Engineering, exited Utz Brands after its takeover approached intrinsic value, and sold BioLife Solutions following Regeneron’s acquisition announcement. 3Q26 MEC $410MMLAB $712MTWIN $367M
One letter so far. We collect each new one as Diamond Hill — Small Cap Fund publishes it.
