| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 27, 2026 | Cedar Creek Partners | 5.4% | 12.6% | ENDI, QUCT, RVRF, SLBK, SODI, STLE | Community Banks, defense, Expert Market, Illiquidity, Microcap, Natural Gas, OTC, value | RVRF SLBK STLE QUCT ENDI SODI PHIG HRBR EXCE |
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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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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Fund Letters | Cedar Creek Partners | Queen City Investments | Asset Management | Diversified Financial Services | Bull | asset monetization, California, Cattle Ranch, Hidden-Assets, property sale, Real Estate, Special Situation, Sum-of-the-Parts, Trust Management | View Pitch | |
| Jun 15, 2026 | Fund Letters | Cedar Creek Partners | Queen City Investments | Asset Management | Asset Management & Custody Banks | Bull | Dubai Financial Market | activist, asset management, capital allocation, family-controlled, Ranch, Real Estate, Share Buyback, Special dividend, Sum-of-parts, Treasury Bills, Trust Company, Value | 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. | ||||||||