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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | Long Cast Advisers | 19.0% | -4.0% | CCRD, QRHC | Cash, Caution, downside, macro risk, uncertainty | The letter highlights a cautious stance amid rising macro risks, policy uncertainty, and signs of demand destruction. Management discusses elevated cash levels as a hedge against downside scenarios. Selectivity and patience are emphasized while awaiting clearer opportunities. | QRHC CCRD |
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| 2025 Q1 | Jun 5, 2025 | Long Cast Advisers | -20.0% | -20.0% | CCRD, QRHC | - | View | ||
| 2024 Q1 | May 7, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, MTRX, PESI, QRHC, SNES | - | View | ||
| 2024 Q3 | Oct 25, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, PDEX, SNES | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Long Cast Advisers | 1.0% | 0.0% | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value | Significant focus on healthcare staffing through CCRN investment, with nurse staffing industry facing competitive pressures but potential for margin improvement. Also invested in NRC, a healthcare consulting and patient survey company with strong margins despite industry headwinds. Portfolio concentrated in small and micro-cap companies with intent to own for multiple years. Manager emphasizes patient capital approach targeting 15% annualized returns through well-researched small company investments. Focus on companies trading at attractive valuations with strong balance sheets and cash positions. CCRN example shows investment in company with 40% of market cap in cash and low enterprise value multiples. | RSSS MTRX NRC CCRN |
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| 2023 Q3 | Aug 11, 2023 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | CCRD, LBRDA, META, QRTEB | - | View | ||
| 2023 Q4 | Feb 13, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, MAMA, MTRX, PESI, QRHC, RSSS | - | View | ||
| 2024 Q4 | Jan 24, 2025 | Long Cast Advisers | 20.0% | 39.0% | CCRD, MTRX, PDEX, PESI, QRHC, RSSS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Avram Fisher | CoreCard Corporation | Information Technology | Data Processing & Outsourced Services | Bull | New York Stock Exchange | acquisition, cross-selling, Fintech, Merger Arbitrage, Payments | 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. | ||||||||