| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Signia Capital Management | 3.8% | 15.3% | ALEX, CHS, HLX, NGVC, SOI, TBBK, TRC, TTI, UTI, YTRA | buyouts, Microcap, private equity, small caps, value | CHS |
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| 2023 Q4 | Dec 31, 2023 | Signia Capital Management | 15.1% | 32.7% | AAOI, ARHS, HMST, INBK, METC, NGVC, OR, RRGB, TBBK, TRC, TRUE, UTI, YTRA | Banking, catalysts, materials, small caps, technology, value | AAOI INBK METC NGVC UTI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Signia Capital Management | Natural Grocers | Grocery Stores | Food & Staples Retailing | Bull | New York Stock Exchange | consumer staples, debt-free, Free Cash Flow, Natural Foods, Organic Grocers, Special dividend, Specialty retail, transaction growth | View Pitch |
| May 23, 2026 | Substack | Scalpavelli | Natural Grocers by Vitamin Cottage | Retail | Health and Wellness Stores | Bull | New York Stock Exchange | earnings yield, health-focused retail, investment opportunity, long-term growth, Management Quality, Natural Grocers, NYSE, Post-COVID earnings, valuation | View Pitch |
| Feb 18, 2026 | Substack | Scalpavelli | Natural Grocers by Vitamin Cottage | Retail | Grocery Stores | Bull | New York Stock Exchange | earnings yield, grocery retail, health-focused, investment opportunity, long-term growth, management, market dynamics, Natural Grocers, post-COVID, Vitamin Cottage | 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. | ||||||||