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| 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 |
View | |
| 2026 Q1 | Apr 18, 2026 | Cedar Creek Partners | 6.8% | 6.8% | ENDI, RVRF, SLBK, SODI, STLE | Community Banks, defense, Microcap, OTC, value | RVRF SLBK STLE ENDI SODI HRBR PHIG EXCE |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 | Fund Letters | Cedar Creek Partners | River Financial Corp | Banks - Regional | Regional Banks | Bull | Alabama, community bank, cyber-attack, financials, illiquid, Locally Owned, Normalized Earnings, regional bank, Securities Loss, Value | View Pitch | |
| Apr 23, 2026 | Fund Letters | Cedar Creek Partners | River Financial Corp | Banks - Regional | Regional Banks | Bull | Alabama, community bank, Direct Purchase, Large Assets, Local Ownership, Normalized Earnings, Securities Loss | 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. | ||||||||