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| 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 | Biotechnology, concentrated, growth, Manufacturing, Medical Devices, small caps, value | The fund focuses on concentrated small-cap investments with significant upside potential. The manager emphasizes doing the work, sizing opportunities appropriately, and having conviction to wait to get paid. The concentrated strategy may yield surprising results over short periods. | SNWV SLSN ICCC ISSC SNWV SLSN ICCC ISSC |
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| 2026 Q1 | Apr 29, 2026 | Minot Light Capital Partners | -2.7% | -2.7% | BOBS, FARM, HTLD, ICCC, IDXX, KIDS, LGCY, MCW, MMM, MXCT, NEOG, NRXS, OLPX, OM, OWLT, RAVE, TDUP | consumer, growth, healthcare, Micro-Cap, small caps, value, volatility | ICCC BOBS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | Minot Light Capital Partners | ImmuCell | Biotechnology | Pharmaceuticals | Bull | NASDAQ | Animal Health, capacity expansion, Corporate Governance, Management Change, market share gains, Micro-cap, turnaround, Veterinary Products | View Pitch |
| Apr 13, 2026 | Fund Letters | SRK Capital | ImmuCell Corporation | Health Care | Biotechnology | Bull | NASDAQ | Animal Health, Beef, biotechnology, Dairy, FDA approval, Mastitis, Scours, Single Digit Multiple, Veterinary | View Pitch |
| 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 |
| 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. | ||||||||