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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 20, 2024 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, ENDI, IQV, PCHM, PDRX, PROM, ROYTL, SKAS, SODI | Asset Management, Banking, energy, Microcap, OTC, value | Cedar Creek focuses primarily on microcap stocks and over-the-counter stocks, with fund holdings trading at attractive valuations of 7.9 times estimated forward earnings. The manager notes that smaller companies lagged in Q1 with Russell 2000 up 5.2% and Russell MicroCap up 4.7%, while Cedar Creek's microcap focus delivered 2.4% returns. | ENDI |
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| 2024 Q3 | Oct 23, 2024 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, ENDI, FIEB, IQV, PCHM, PDRX, PROM, ROYTL, SODI | concentrated, Expert Market, Microcap, OTC, value | Fund holdings trading at 8 times estimated forward earnings and 6.5 times earnings net of cash, with weighted price-to-book of 1.3. Manager emphasizes finding undervalued securities through concentrated portfolio approach versus broad index holdings. | View | |
| 2025 Q3 | Oct 21, 2025 | Cedar Creek Partners | 9.9% | 26.5% | CZBS, ENDI, FIEB, MCBS, PCHM, PDRX, PHIG, PROM, ROYTL, RTX, SLBK, SODI | Community Banks, defense, Expert Market, Microcap, OTC, small caps, undervalued, value | The fund is particularly attracted to smaller community banks trading at 5-6 times forward earnings estimates. These banks are similar to Skyline Bankshares, featuring growing earnings and extremely low valuations. The manager sees significant value in this sector with banks trading at under six times earnings despite strong fundamentals. | PHIG ENDI SODI PHIG ENDI SODI |
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| 2022 Q3 | Oct 20, 2022 | Cedar Creek Partners | -0.1% | 4.8% | BFCC, BMTX, CZBS, FSWA, HRBR, MFBP, PDRX, RBCN, ROYTL | - | View | ||
| 2024 Q2 | Jul 30, 2024 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, ENDI, FIEB, IQV, LNF.TO, MFBP, PCHM, PDRX, PROM, ROYTL, SODI | Community Banks, Expert Market, Microcap, OTC, value | The fund holds multiple community bank positions including First IC Corporation, Citizens Bancshares, and exited M&F Bancorp. These banks offer attractive valuations with strong fundamentals, though management quality varies significantly across holdings. | CZBS ROYTL PROM PCHM ENDI FIEB |
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| 2023 Q2 | Jul 21, 2023 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, FIEB, IQV, MFBP, PDRX, PROM, ROYTL, SODI | Banking, Expert Market, M&A, Microcap, value | Manager holds multiple community bank positions including Citizens Bancshares and M&F Bancorp, both recipients of Emergency Capital Investment Program funds. These banks trade at attractive valuations with potential for earnings growth through strategic acquisitions or organic expansion. | PROM |
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| 2023 Q1 | Apr 25, 2023 | Cedar Creek Partners | -0.1% | 4.8% | BMTX, CZBS, MFBP, PDRX, ROYTL, SODI, TMUS | Community Banks, concentrated, Expert Market, Microcap, value | Fund holds multiple community bank positions including Citizens Bancshares and M&F Bancorp, both recipients of Emergency Capital Investment Program funds. These banks are trading at attractive multiples with potential for earnings growth through acquisitions or organic expansion. | View | |
| 2023 Q4 | Jan 23, 2024 | Cedar Creek Partners | -0.1% | 4.8% | CZBS, HRBR, IQV, PCHM, PDRX, PROM, ROYTL, SKAS, SODI, UBAB, UNTC | Banking, Concentration, Microcap, OTC, undervalued, value | Fund holdings trading at 7.9 times forward earnings and 6.4 times earnings net of cash, with weighted price to book of 1.7. Manager emphasizes purchasing undervalued securities at attractive multiples with strong balance sheets and cash positions. | SKAS UBAB CZBS PDRX SODI PROM |
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| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Cedar Creek Partners | PD-Rx Pharmaceuticals | Health Care | Pharmaceuticals | Neutral | Expert Market | balance sheet strength, cash-rich, Contract Loss, Expert Market, management issues, pharmaceuticals, turnaround potential | 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. | ||||||||