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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Aug 31, 2023 | SRK Capital | 0.0% | 17.2% | HGBL, HROW, SGMA, SRDX, VASO | - | View | ||
| 2023 Q4 | Jan 2, 2024 | SRK Capital | 0.0% | 17.2% | HGBL, HROW, ISSC, SGMA, VASO | aerospace, concentrated, Credit Stress, Manufacturing, small caps, SPACs, value | ISSC operates in aerospace with robust double-digit growth and attractive margins, focusing on cockpit and cabin products for business, cargo, and military aircraft. The company completed an acquisition from Honeywell for $36M that nearly doubles earnings for FY24. | SGMA HGBL VASO ISSC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | SRK Capital | Sigmatron International | Information Technology | Electronic Equipment & Instruments | Bull | NASDAQ | Consumer products, contract manufacturing, debt reduction, deep value, Electronic Manufacturing, interest rate sensitivity, inventory management, turnaround | 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. | ||||||||