Eric Jensen

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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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Initiating Coverage of Advance Auto Parts (NYSE:AAP – $74.05)

Please use the following link to access our AAP Initiation report.

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Initiating Coverage of Thor Industries, Inc. (NYSE:THO – 102.54)

Please use the following link to access our coverage initiation report on Thor Industries, Inc.

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Coverage Update – Sigma Lithium (Nasdaq:SGML – $16.85)

At this time we are moving SGML to Antrim's "watch list" pending further fundamental developments. Please use the following link to access our report:

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Q4 Earnings In Review – Discontinuation of Ongoing Research Coverage: AOS, LII

In the wake of Q4 earnings from both companies, Antrim has decided to discontinue ongoing research coverage of AOS and LII. Please use the following link to access our report.

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Initiating Coverage of Copart, Inc. (Nasdaq:CPRT – $48.91)

Please use the following link to access our coverage initiation report on Copart, Inc.

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