Alluvial loves a Omaha, NE based firm and its not Berkshire

Alluvial Fund gained 3.24% in October, following September's 0.94% gain. Year to date, the fund is up 15.59% as it has more than made up for the 8.98% it lost in all of last year. For comparison, the S&P 500 returned 2.2% in October, while the Russell 2000 was up 2.8%. On a year-to-date basis, the S&P 500 is up 23.2%, while the Russell 2000 has gained 17.4%.

Key positions

The Alluvial team reports that P10 Holdings added 1% to their October returns, while