Shareholder Letters

insert_drive_file

Tarkio Fund Q2 Shareholder Letter

Shareholder Letter for the 2nd quarter of 2024

Download now file_download 28/06/2024
insert_drive_file

Tarkio Fund Q1 Shareholder Letter 2024

Shareholder Letter for the 1st quarter of 2024

Download now file_download 28/03/2024
insert_drive_file

Tarkio Fund Q4 Shareholder Letter

Shareholder Letter for the 4th Quarter of 2023

Download now file_download 29/12/2023
insert_drive_file

Tarkio Fund Q3 Shareholder Letter

Shareholder Letter for the 3rd Quarter of 2023

Download now file_download 29/09/2023
insert_drive_file

Tarkio Fund Q2 Shareholder Letter

Shareholder Letter for the 2nd Quarter of 2023

Download now file_download 30/06/2023
insert_drive_file

Tarkio Fund Q1 Shareholder Letter

Shareholder Letter for the 1st quarter of 2023 Highlighting GE

Download now file_download 31/03/2023
insert_drive_file

Tarkio Fund Q4 Shareholder Letter

Shareholder Letter for the 4th quarter of 2022

Download now file_download 30/12/2022
insert_drive_file

Tarkio Fund Q3 Shareholder Letter

Shareholder Letter for the 3rd Quarter of 2022

Download now file_download 30/09/2022
insert_drive_file

Tarkio Fund Q2 2022 Shareholder Letter

Shareholder letter for the 2nd quarter of 2022 highlighting our long term holding, Manitowoc MTW

Download now file_download 30/06/2022
insert_drive_file

Tarkio Fund Q1 2022 Shareholder Letter

Shareholder letter for the 1st quarter of 2022 highlighting our long term holding, Cognex (CGNX)

Download now file_download 31/03/2022
insert_drive_file

Tarkio Fund Q4 2021 Shareholder Letter

Shareholder letter for the fourth quarter of 2021

Download now file_download 29/12/2021
insert_drive_file

Tarkio Fund Q3 2021 Shareholder Letter

Shareholder Letter for the third quarter 2021 of the Tarkio Fund

Download now file_download 28/09/2021
insert_drive_file

Tarkio Fund Q2 2021 Shareholder Letter

Shareholder Letter for the 2nd Quarter of 2021 for the Tarkio Fund

Download now file_download 30/06/2021
insert_drive_file

Tarkio Fund Q1 2021 Shareholder Letter

Shareholder Letter for the First Quarter of 2021

Download now file_download 31/03/2021
insert_drive_file

Tarkio Fund Q4 2020 Shareholder Letter

Shareholder letter for the 4th quarter of 2020

Download now file_download 31/12/2020
insert_drive_file

Tarkio Fund Q3 Shareholder Letter

Shareholder letter from Q3 of 2020

Download now file_download 05/08/2020
insert_drive_file

Tarkio Fund Q2 2020 Shreholder Letter

Shareholder letter from Q2 2020

Download now file_download 30/06/2020
insert_drive_file

Tarkio Fund Q1 2020 Shareholder Letter

Shareholder Letter from Q1 2020 discussing market volatility in times of crisis

Download now file_download 01/04/2020
insert_drive_file

Tarkio Fund Q4 Shareholder Letter

Shareholder Letter From Q4 2019

Download now file_download 31/12/2019
insert_drive_file

Tarkio Fund Q3 Shareholder Letter

Shareholder Letter From Q3 2019

Download now file_download 30/09/2019
insert_drive_file

Tarkio Fund Q2 2019 Shareholder Letter

Shareholder Letter From Q2 2019

Download now file_download 30/06/2019
insert_drive_file

Tarkio Fund Shareholder Letter Q3 2018

Shareholder letter from the 3rd quarter of 2018 highlighting our investment in The Container Store (TCS)

Download now file_download 01/10/2018
insert_drive_file

Tarkio Shareholder Letter Q1 2018

Tarkio shareholder letter from quarter 1 of 2018 highlighting our investment in SEI.

Download now file_download 28/02/2018
insert_drive_file

Tarkio Shareholder Letter Q4 2017

Shareholder letter from Q4 of 2017 highlighting our investment in St. Joe (JOE)

Download now file_download 10/11/2017
insert_drive_file

Tarkio Shreholder Letter Q3 2017

Shareholder letter from Q3 of 2017 highlighting our investment in Costco Corporation (COST)

Download now file_download 31/08/2017
insert_drive_file

Tarkio Shareholder Letter Q2 2017

Shareholder letter from quarter 2 of 2017 on our investment in TSYS (TSS)

Download now file_download 30/06/2017
insert_drive_file

Tarkio Shareholder Letter Q1 2017

Shareholder letter from quarter 1 of 2017 on our investment in Herman Miller (MHLR)

Download now file_download 28/02/2017
insert_drive_file

Tarkio Shareholder Letter Q4 2016

Shareholder Letter from quarter 4 of 2016 on our investment in Whole Foods (WFM)

Download now file_download 28/11/2016
insert_drive_file

Tarkio Shareholder Letter Q3 2016

Shareholder letter from quarter 3 of 2016 on our investment in Cognex Corporation (CGNX)

Download now file_download 30/09/2016
insert_drive_file

Tarkio Shareholder Letter Q2 2016

Shareholder letter from quarter 2 of 2016 on our investment in Rogers Corporation (ROG)

Download now file_download 30/06/2016
insert_drive_file

Tarkio Shareholder Letter Q1 2016

Shareholder letter highlighting our investment in Level 3 (LVLT)

Download now file_download 29/02/2016
insert_drive_file

Tarkio Shareholder Letter Q4 2015

Shareholder letter highlighting our investment in Colfax (CFX)

Download now file_download 30/11/2015
insert_drive_file

Tarkio shareholder letter Q2 2015

Shareholder letter from Q2 of 2015 highlighting our investment philosophy

Download now file_download 30/06/2015
insert_drive_file

Tarkio Fund Shareholder Letter Q3 2014

Shareholder letter from quarter 3 of 2014 comparing 2009 market conditions with 1974 market conditions

Download now file_download 30/09/2014
insert_drive_file

Tarkio Shareholder Letter Q1 2014

Shareholder letter on the importance of disciplined capital allocation from top level management

Download now file_download 28/02/2013
insert_drive_file

Tarkio Shareholder Letter Q2 2018

Shareholder letter from quarter 2 of 2013 highlighting the philosophy used in the fund's investments

Download now file_download 01/07/2013
insert_drive_file

Tarkio Fund Q1 2013 Shareholder Letter

First shareholder letter of the Tarkio Fund talking on the volatility of the fund relative to the overall market

Download now file_download 28/02/2013
insert_drive_file

Tarkio Fund Q1 2019 Shareholder Letter

Shareholder Letter from the 1st quarter of 2019 highlighting the fund's investment in YRCW

Download now file_download 28/02/2019
insert_drive_file

Tarkio Fund Q2 2019 Shareholder Letter

Shareholder Letter from the 2nd quarter of 2019 highlighting the fund's investment in Manitowoc Cranes

Download now file_download 11/07/2019