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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | SRK Capital | - | 46.9% | ICCC, ISSC, SLSN, SNWV | Biotechnology, concentrated, growth, Manufacturing, Medical Devices, small caps, value | The fund focuses on concentrated small-cap investments with significant upside potential. The manager emphasizes doing the work, sizing opportunities appropriately, and having conviction to wait to get paid. The concentrated strategy may yield surprising results over short periods. | SNWV SLSN ICCC ISSC SNWV SLSN ICCC ISSC |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | SRK Capital | Solésence, Inc. | Materials | Specialty Chemicals | Neutral | NASDAQ | manufacturing, NASDAQ uplisting, personal care, Russell 2000, specialty chemicals, Sunscreen, turnaround, zinc oxide | View Pitch |
| Jan 8, 2026 | Fund Letters | Sean Kirkwood | Solésence, Inc. | Materials | Specialty Chemicals | Bear | NASDAQ | exit, growth, Margins, materials, Specialtychemicals, Sunscreen, 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. | ||||||||