| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q2 | Aug 1, 2021 | SRK Capital | - | 59.2% | HROW, NNUP, SGMD.V, TTSH | Concentration, Housing, Medical Devices, small caps, value | HROW SGMD.V TTSH |
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| 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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| 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 | ||
| 2021 Q4 | Feb 1, 2022 | SRK Capital | - | 46.7% | HROW, MLC.NE, NNUP, RET-A.V, TTSH | Buybacks, concentrated, small caps, undervalued, value | RET-A.V MLC.NE NNUP TTSH HROW |
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| 2021 Q3 | Nov 6, 2021 | Cedar Creek Partners | 0.5% | 30.6% | ASTR, AYSI, BMTX, CRSS, CUBI, DBMG, DGIX, NNUP, NSYC, PCHM, PCOA, SODI, VATE, YSACU | activism, Concentration, Fintech, Micro-Cap, OTC, SPACs, value | View | ||
| 2022 Q2 | Jul 28, 2022 | Cedar Creek Partners | -0.1% | 4.8% | BMTX, HRBR, NNUP, ROYTL, WCRS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | SRK Capital | Nocopi Technologies Inc. | Specialty Chemicals | Specialty Chemicals | Bull | Activist Situation, capital allocation, Governance, Licensing, microcap, royalties, specialty chemicals, supply chain | View Pitch | |
| Jun 15, 2026 | Fund Letters | Cedar Creek Partners | Nocopi Technologies | Specialty Chemicals | Specialty Chemicals | Bull | Activist Investment, Corporate Governance, Educational Toys, Management Change, Micro-cap, Royalty-like, specialty chemicals, value unlock | 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. | ||||||||