ICCC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	SRK Capital	-	46.9%	ICCC, ISSC, SLSN, SNWV	asymmetry, catalysts, Concentration, margin expansion, Operating Leverage	The commentary emphasizes concentrated, high-conviction investing with significant upside skew driven by operational inflection points. Management highlights margin expansion, operating leverage, and optionality from regulatory or product catalysts. Cash levels are adjusted dynamically as valuations change.	SNWV SLSN ICCC ISSC	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 8, 2026	Fund Letters	Sean Kirkwood	ImmuCell Corporation	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, earnings, FDA, Margins, Optionality, Smallcap, Veterinary	View Pitch
Jan 8, 2026	Substack	The Mikrokap	None	Healthcare	Medical Devices	Bull		competitive edge, Core Business, FDA approval, growth potential, market presence, operational efficiency, profitability, Regulatory Risks, shareholder value, Strategic refocus	View Pitch
Sep 20, 2025	Substack	Just a Value Investor	ImmuCell Corporation	Healthcare	Biotechnology	Bull		Animal Health, calf-level market, contamination issues, FDA approval, First Defense, ImmuCell Corporation, market share, production capacity, Re-Tain, subclinical mastitis	View Pitch

BSD Shareholders of ICCC

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

ICCC

ICCC

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of ICCC

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