GRUSF Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Jan 29, 2026	Mindset Value Fund	20.5%	6.7%	GLASF, GRUSF, VREOF	alpha, Cannabis, Cost Advantages, distressed, Federal Reform, growth	Cannabis investing offers tremendous alpha due to structural inefficiencies including minimal institutional participation, limited quality research, and lack of focus on unit-level economics. The fund has generated 200% returns since 2023 by focusing on companies with durable cost advantages. Federal rescheduling to Schedule III is expected in the first half of 2026, marking the beginning rather than end of opportunities. The cannabis industry is experiencing widespread distress driven by oversupply, falling prices, and capital scarcity. This creates opportunities for operators with cost advantages to acquire distressed assets and restart defunct facilities at substantially lower capital expenditures with materially higher returns on invested capital.	GRUSF GLASF	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 31, 2026	Fund Letters	Aaron Edelheit	Grown Rogue International Inc.	Consumer Staples	Cannabis	Bull	Dubai Financial Market	Cannabis, Cost leadership, Distressed assets, growth, Indoor-Cultivation	View Pitch
Jan 30, 2026	Substack	Mindset Value	Grown Rogue	Cannabis	Indoor Craft Flower	Bull	Over-the-Counter	Cannabis, capital efficiency, Cost advantage, Distressed assets, Growth Opportunities, Indoor Craft Flower, Market expansion, profitability, Reinvestment, Supply-Constrained Markets	View Pitch
Jan 8, 2026	Substack	Mindset Value	Grown Rogue	Cannabis	Cannabis	Bull	Over-the-Counter	Cannabis, Capital Constraints, Cost control, Cultivation, growth, market dynamics, Minnesota, New Jersey, operational efficiency, regulatory changes	View Pitch
Jan 8, 2026	Substack	Mindset Value	Grown Rogue International	Cannabis	Cannabis	Bull	Over-the-Counter	Cannabis, cultivation capacity, export opportunities, flower production, Grown Rogue International, Growth Opportunities, growth strategy, Minnesota market, regulatory challenges, strategic positioning	View Pitch
Sep 19, 2025	Substack	Mindset Value	Grown Rogue International	Healthcare	Drug Manufacturers - Specialty & Generic	Bull		cultivation license, EBITDA growth, Grown Rogue International, growth driver, limited supply, long-term growth, market dynamics, market entry, Minnesota cannabis market, value creation	View Pitch
Sep 1, 2025	Substack	Mindset Value	Grown Rogue	Healthcare	Drug Manufacturers - Specialty & Generic	Bull		Cannabis, Cost advantage, Cost efficiency, EBITDA, High-quality flower, Industry average, Market expansion, Michigan, Unit-level costs	View Pitch

BSD Shareholders of GRUSF

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

GRUSF

GRUSF

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of GRUSF

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