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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Kodiak Gas Services (KGS) was our largest detractor in Q3, with shares down more than 25%, though they remain up roughly 40% year to date. We trimmed the...
— Nathan Fredrick, CFA
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Other investors who've written on Kodiak Gas Services, Inc.
No other institutional pitches found for this ticker yet.
More institutional theses from Riverwater Partners Small Cap Strategy
AtriCure ($ATRC) specializes in surgical devices for cardiac ablation and left atrial appendage management to treat atrial fibrillation and post-operative pain, representing an average weight of 3.88% during the quarter. The manager maintains...
Red Violet ($RDVT) provides proprietary big-data analytics and identity intelligence solutions through its cloud-based IDI and FOREWARN platforms, accounting for an average 2.59% weighting. The manager is...
PDF Solutions ($PDFS) delivers specialized analytics, software, and intellectual property that optimize manufacturing yields and operational efficiency across the semiconductor supply chain, representing an average weight of 2.53%. The manager remains...