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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 20, 2025 | Arquitos Capital Management | 29.6% | 66.8% | ENDI, FNCH, LQDA | Biotechnology, FDA, healthcare, Litigation, small caps | Arquitos continues to focus on small-cap special situations, emphasizing patient, long-term investments in undervalued companies like Liquidia and Finch Therapeutics. The fund highlights FDA approval for Yutrepia and ongoing IP litigation as key near-term catalysts. Manager remains optimistic about value realization from concentrated holdings in healthcare and asset management. | FNCH ENDI LQDA |
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| 2025 Q4 | Jan 22, 2026 | Arquitos Capital Management | 0.0% | 0.0% | ENDI, FNCH, LQDA, MRK, UTHR | Biotechnology, Concentration, Patents, SmallCap, special situations, value | Portfolio concentrated in biotech companies including Liquidia Corporation with successful drug launch capturing 25% market share, Finch Therapeutics with patent litigation victory, and focus on companies with unique drug delivery technologies and patent protection. Merck identified as logical buyer for Liquidia given their ownership of complementary drug Winrevair and active M&A strategy. Combination therapy potential creates strategic value for potential acquirers. | FNCH ENDI LQDA |
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| 2024 Q4 | Jan 26, 2025 | Arquitos Capital Management | - | 29.6% | ENDI, FNCH, LQDA, NTPIF | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Steven L. Kiel | Finch Therapeutics Group, Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, Legal, litigation, patents, royalties | View Pitch |
| Nov 29, 2025 | Fund Letters | Steven L. Kiel | Finch Therapeutics Group, Inc. | Health Care | Biotechnology | Bull | Dubai Financial Market | Asymmetry, Catalyst, damages, litigation, royalties, Timing, Willful-infringement | 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. | ||||||||