| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 25, 2025 | Sohra Peak Capital Partners | 16.4% | 16.9% | DAD.WA | E-Commerce, growth, Poland, retail, small cap, value | Dadelo operates as an omni-channel bicycle retailer with strong e-commerce foundation, offering free 24-hour delivery for 95% of orders and leveraging Oponeo's warehousing infrastructure. The company has achieved 7% market share in Poland's bicycle market through superior customer experience versus competitors. | DAD.PW DAD PW |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||