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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 1, 2026 | Long Cast Advisers | 0.0% | 0.0% | CCRN, CRAWA, ENVX, MAMA, MPTI, MTRX, NRC, PDEX, PESI, QHRC, RELL, RSSS, ZBH | Concentration, Construction, healthcare, management, small caps, value | RSSS MAMA PDEX MTRX |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Substack | Stock Pursuit | Mtron | Technology | Electronic Components | Bull | New York Stock Exchange | Aerospace, Defense, integrated microwave assemblies, Lockheed Martin, Oscillators, Raytheon, resonators, RF frequency control, spectrum control, vertical integration | View Pitch |
| Jun 5, 2026 | Substack | Stock Pursuit | Mtron | Defense | Defense | Bull | defense sector, financial performance, growth opportunity, Institutional Coverage, investment potential, IPO, Mtron, US military spending | View Pitch | |
| Oct 21, 2025 | Value Investors Club | Reaper666 | M-Tron Industries Inc. | Information Technology | Aerospace & Defense | Bull | NYSE | Acquisition optionality, Aerospace, defense electronics, Drones, margin expansion, undervalued | 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. | ||||||||