HAYPP

HAYPP

HAYPP

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 28, 2025	River Oaks Capital	-	0.9%	BCIC, BFCC, BILD.V, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, SRBK, TRUX	Buybacks, Capital Allocation, management, Niche, Quality, small caps, value	River Oaks Capital focuses exclusively on small, underfollowed public companies with market caps ranging from $40m to $460m. The fund seeks wonderful businesses in small, niche industries that are remote islands too time-consuming for major players to conquer, allowing dominant companies to generate above average returns for decades.	IVFH BILD CN	View
2025 Q4	Mar 1, 2026	River Oaks Capital	-	1.8%	ACNT, BFCC, BILD.TO, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, OMCC, RRR.UN, RWAY, SRBK, TRUX	Banking, Buybacks, Consolidation, Flooring, small cap, Specialty Chemicals, undervalued, value	River Oaks Capital focuses exclusively on small, underfollowed public companies with market caps typically under $500M. The manager believes these companies are increasingly ignored and undervalued, creating opportunities to buy wonderful businesses at extremely discounted valuations. The fund employs a value investing approach, seeking companies trading at significant discounts to fair value - often 50 cents on the dollar or less. The manager emphasizes buying wonderful businesses with strong fundamentals at excessive discounts. Share buybacks are a central theme, with the manager actively encouraging portfolio companies to repurchase shares aggressively using free cash flow, balance sheet cash, and proceeds from asset sales. This strategy allows adequate compensation until companies become properly valued. Ascent Industries represents a significant position focused on specialty chemical manufacturing. The company is transforming into a 'Chemicals-as-a-Service' model, providing customized solutions for small to mid-size customers neglected by larger players. BuildDirect operates as a physical and online professional flooring company with a long-term plan to consolidate the professional flooring industry through acquiring 75+ professional flooring centers across the U.S.		View
2024 Q4	Feb 10, 2025	River Oaks Capital	-	23.9%	BFCC, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, HAYPP, IVFH, LRFC, MFBP, MSVB, OMCC, RRR.UN, SKYH, TRUX	Broadband, Buybacks, Capital Allocation, Community Banks, Micro Cap, small caps, underfollowed, value	River Oaks Capital focuses exclusively on investing in underfollowed micro cap and small cap companies with market capitalizations under $1 billion. The manager emphasizes that small public companies are inefficiently priced and remain undiscovered for many years due to the shift towards passive investing. The fund's strategy involves finding wonderful businesses trading at significant discounts to fair value in this neglected market segment.	IVFH	View
2025 Q4	Jan 5, 2026	Night Watch Investment Management	-	-	ALLFG, DAVA, DSGR, HAYPP, MRX, WDC	catalysts, global, insider ownership, Rerating, value	The update highlights a global value strategy centered on identifiable catalysts, insider ownership, and unique holdings with limited benchmark overlap. Geographic and sector diversification complements an emphasis on reratings driven by earnings inflection, corporate actions, and industry recovery. Value investing is positioned as most effective when paired with patience, research depth, and catalyst discipline.	DAVA MRX	View
2024 Q2	Aug 20, 2024	River Oaks Capital	0.0%	5.1%	BEBE, BFCC, BOC, CRMT, CZBS, DR.TO, FTLF, GFP, GLXZ, HAYPP, LEGH, LRFC, MFBP, NICK, PRKA, RRR.UN, TRUX	Buybacks, Community Banks, Micro Cap, small caps, underfollowed, value	River Oaks owns multiple community banks including Citizens Bank, Truxton Bank, and Bankfirst. These banks benefit from ECIP capital and are executing strategic acquisitions and share buybacks. Citizens Bank has $90m+ cash for acquisitions while trading at 5 P/E ratio.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 4, 2026	Twitter / X	@InvestSpecial	Haypp Group AB (publ)	Tobacco	Tobacco	Bull	NASDAQ Stockholm	cashflow, consumer, Distribution, ecommerce, Nicotine, Pouches, Recurring, Regulation, SEO, Sweden	View Pitch

BSD Shareholders of HAYPP

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

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.

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