| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q2 | Jul 20, 2021 | Cedar Creek Partners | 8.6% | 30.0% | ALPIB, ASTR, BVERS, CCUR, COLIU, DBMG, GOED, HCHC, MGAG, NNUP, PCHM, PCOA, PROM, RILY, RVP, SODI, YSACU | concentrated, Illiquid, Micro-Cap, small caps, value | NNUP PCOA SODI MGAG |
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| 2022 Q1 | May 3, 2022 | Cedar Creek Partners | 0.5% | - | ADDC, ALJJ, ALMC, ATCD, CCUR, COLIU, DGIX, EVOL, HNNA, HRBR, INTO, MGAG, PAWH, PDRX, PFHO, QUCT, RBCN, RSRV, SKAS, TURN | Cash, Illiquid, Micro-Cap, OTC, undervalued, value | QUCT |
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| 2021 Q4 | Feb 1, 2022 | Cedar Creek Partners | 6.4% | - | BMTX, CCUR, CMPD, MGAG, NNUP, PCHM, PDRX, PX, SODI, WCRS | Activist, concentrated, Micro-Cap, OTC, value | View | ||
| 2022 Q4 | Jan 20, 2023 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, MFBP, MGAG, PDRX, ROYTL, SODI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Cedar Creek Partners | Mortgage Oil Company | Real Estate Services | Real Estate Investment Trusts (REITs) | Bull | Apartments, Asset-Based, deep value, dividend income, Growing Markets, illiquid, Long-Term Compounding, Real Estate | 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. | ||||||||