O'Keefe Stevens Advisory Fund buys MODG; exits DFIN & LAZ

* In Q3 2025, the fund initiated position in Topgolf Callaway Brands (NYSE:MODG [https://seekingalpha.com/symbol/MODG]) to its portfolio.
* During the quarter, the fund exited Donnelley Financial (NYSE:DFIN [https://seekingalpha.com/symbol/DFIN#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), Lazard (NYSE:LAZ [https://seekingalpha.com/symbol/LAZ#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link]), and Capstone Copper (OTCPK:CSCCF [https://seekingalpha.com/symbol/CSCCF]).
* Source [https://seekingalpha.com/article/4830258-okeefe-stevens-advisory-q3-2025-investor-letter]

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