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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 15, 2026 | Minot Light Capital Partners | 20.3% | 17.1% | BOBS, CHWY, CYRX, EVLV, HTFL, ICCC, KRUS, LGCY, MOBI, MXCT, OFRM, OM, RMTI, SNDA, SOPH, SUJA, SWAG, TDUP, TOST, XTRAF | downside protection, growth, IPOs, Microcap, risk management, Senior Care, small caps, value | RMTI XTRAF SNDA |
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| 2026 Q1 | Apr 29, 2026 | Minot Light Capital Partners | -2.7% | -2.7% | BOBS, FARM, HTLD, ICCC, IDXX, KIDS, LGCY, MCW, MMM, MXCT, NEOG, NRXS, OLPX, OM, OWLT, RAVE, TDUP | consumer, growth, healthcare, Micro-Cap, small caps, value, volatility | ICCC BOBS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | Minot Light Capital Partners | Bob's Discount Furniture | Specialty Retail | Specialty Retail | Bull | NASDAQ | Consumer Discretionary, contrarian, furniture retailer, housing market, IPO, market share gains, strong balance sheet, Unit growth | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||