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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 9, 2024 | Rewey Asset Management | 9.8% | 18.5% | ARIS, COLB, RELL | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Long Cast Advisers | 1.0% | 0.0% | CCRD, CCRN, EEFT, LSYN, MAMA, MTRX, NRC, PDEX, PESI, QRHC, RELL, RSSS | healthcare, Owner-Operator, small caps, Staffing, value | Significant focus on healthcare staffing through CCRN investment, with nurse staffing industry facing competitive pressures but potential for margin improvement. Also invested in NRC, a healthcare consulting and patient survey company with strong margins despite industry headwinds. Portfolio concentrated in small and micro-cap companies with intent to own for multiple years. Manager emphasizes patient capital approach targeting 15% annualized returns through well-researched small company investments. Focus on companies trading at attractive valuations with strong balance sheets and cash positions. CCRN example shows investment in company with 40% of market cap in cash and low enterprise value multiples. | RSSS MTRX NRC CCRN |
View |
| 2024 Q2 | Jul 25, 2024 | Liberty Park Capital Management | 7.1% | 2.5% | BLBD, COHR, ENVX, ETD, HEES, INTT, KRNT, LMB, LWLG, PRIM, RELL, SWIM | - | View | ||
| 2024 Q2 | Jul 16, 2024 | Rewey Asset Management | 9.8% | 18.5% | III, LAKE, RELL, WBS | - | View | ||
| 2022 Q4 | Jan 3, 2023 | Richie Capital Group | 12.2% | 0.0% | FICO, PERI, RELL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Seeking Alpha | Seeking Alpha | Richardson Electronics, Ltd. | Technology | Electronic Components | Neutral | NASDAQ Stock Market | Canvys, earnings inconsistency, engineered solutions, Green Energy Solutions, inventory management, microcap, profit margins, Richardson Electronics, trade policy, valuation | 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. | ||||||||