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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 23, 2025 | Cedar Creek Partners | 5.8% | 15.1% | ENDI, IQV, MCBS, PCHM, SLRC, SODI | Asset Management, defense, Expert Market, Microcap, OTC, value | Solitron Devices received significant defense orders including $5+ million from RTX for AMRAAM components and orders from L3Harris for HIMARS components. Strong domestic and foreign demand continues for both HIMARS and AMRAAM systems. Military has submitted unfunded priorities list for doubling AMRAAM production by 2028. | ENDI PCHM SODI PROM ENDI PROM |
View |
| 2025 Q1 | Apr 15, 2025 | Cedar Creek Partners | 8.7% | 8.7% | IQV, MCBS, SLRC, SPY | Community Banks, defense, dividends, Expert Market, Microcap, OTC, value | Cedar Creek focuses primarily on microcap stocks and over-the-counter stocks, with fund holdings trading at attractive valuations of 8.0 times forward earnings and 6.6 times earnings net of cash. The fund significantly outperformed small cap indices in Q1, with expert market exposure at 35% of the fund generating strong returns. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 2, 2025 | Seeking Alpha | Seeking Alpha | SLR Capital Corporation | Asset Management | Bull | ABL originations, Asset-based lending, Credit risk, diversification, Dividend coverage, Equipment financing, leverage, Liquidity, Repayment hierarchy, Senior secured loans | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | Gen Alpha | SLR Investment Corp. | Financials | Asset Management | Bull | NASDAQ | — | 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. | ||||||||