Eric Jensen

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Q2 Earnings in Review – Fastenal (Nasdaq:FAST – $69.99)

Please use the following link to access Antrim's thoughts on Fastenal's most recently reported quarter:

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Q2 Earnings in Review – Toro Company (NYSE:TTC – $95.98)

Please use the following link to access our thoughts on The Toro Company's recently reported Q2:

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Discontinuing Coverage – United Rentals (NYSE:URI – $640.87)

At this time, we have chosen to discontinue ongoing coverage of URI. Please use the following link to access our final diligence update on the company:

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Initiating Coverage of Toro Co (NYSE:TTC – $79.31)

Please use the following link to access our coverage initiation on Toro Co. (NYSE:TTC)

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Q1 Earnings in Review – Advance Auto Parts (NYSE:AAP – $62.48)

Please use the following link to access our report.

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Q3 Earnings In Review – Copart, Inc. (Nasdaq:CPRT – $54.93)

Please use the following link to access our thoughts on Copart's recently reported Q3.

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Q1 Earnings in Review – Fastenal Co. (Nasdaq:FAST – $68.43)

Please use the following link to access our thoughts on Fastenal's Q1, along with the results of Antrim's ongoing diligence efforts:

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Ongoing Diligence Update – Copart Inc. (Nasdaq:CPRT)

Please use the following link to access our diligence update on Copart, Inc.

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Tractor Supply Co. (Nasdaq:TSCO) Q1 Earnings in Review

Yesterday, before market open, Tractor Supply reported Q1 2024 EPS of $1.83 vs. FactSet consensus $1.72. Please use the following link to access our thoughts on TSCO's Q1 print and conference call commentary, which is supplemented by findings from a round of diligence calls Antrim has conducted over recent weeks with TSCO formers.

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Ongoing Diligence Update – Thor Industries (NYSE:THO – $101.30)

Please use the following link to access our most recent diligence update on Thor Industries.

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