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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 6, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, ENVX, MAMA, MTRX, PESI, RELL, RSSS, SOTK | Concentration, Construction, Research, small caps, value | The fund focuses on small and under-owned companies with long and wide opportunity pathways. The manager looks for companies that enable ample room for compounding and can withstand market conditions without terminal value destruction. The concentrated portfolio is positioned with companies that meet this profile. | RSSS MTRX |
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| 2023 Q3 | Oct 31, 2023 | Long Cast Advisers | 6.0% | 16.0% | AIM, CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SANW, SNES, SOTK | Concentration, Manufacturing, Medical Devices, Quality, small caps, value | Manager focuses exclusively on small company investing with a research-intensive approach. Portfolio consists of small, customer-centric companies run by smart, humble managers who iterate towards better solutions. Small caps are currently discounted due to rising rates as they have more vulnerabilities than larger companies. | SOTK PDEX |
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| 2023 Q1 | Aug 5, 2023 | Long Cast Advisers | 6.0% | 16.0% | CCRD, CCRN, DAIO, ENVX, MTRX, PESI, SOTK, TBTC | Construction, energy, nuclear, small cap, turnaround, value | PESI operates one of only three DOE-licensed facilities for low-level nuclear waste treatment. The company has potential to significantly expand through processing Hanford cleanup waste via grouting at their Northwest facility, with regulatory approvals received in early 2023. | MTRX PESI |
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| 2023 Q4 | Feb 13, 2024 | Long Cast Advisers | 6.0% | 16.0% | CCRD, DAIO, MAMA, MTRX, PDEX, QHRC, RELL, RSSS, SOTK | Concentration, Manufacturing, Medical Devices, small caps, value | PDEX operates as a contract manufacturer in the medical device space, producing battery-powered handheld drivers for surgeons. The company has doubled its manufacturing capacity and secured a large order doubling its backlog to $41M, suggesting strong growth potential for FY24. | SOTK PDEX |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Long Cast Advisers | Sono-Tek Corporation | Machinery | Industrial Machinery | Bull | NASDAQ | Coating Systems, industrial machinery, Lab to Production, manufacturing, Real Estate Ownership, Self-funded growth, Spray Deposition, Technology Transition, Vacuum deposition | View Pitch |
| Apr 28, 2026 | Fund Letters | Long Cast Advisers | Sono-Tek Corporation | Capital Goods | Industrial Machinery | Bull | NASDAQ | Coating Technology, Industrial Equipment, innovation, Lab to Production, Manufacturing Expansion, Self-funded growth, Spray Deposition | 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. | ||||||||