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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 | Steele Bancorp | Banks - Regional | Regional Banks | Bull | Cash Earnings, community bank, Cost synergies, financials, Merger Synergies, Pennsylvania, regional bank, Value | View Pitch | |
| Apr 23, 2026 | Fund Letters | Cedar Creek Partners | Steele Bancorp | Banks - Regional | Regional Banks | Bull | Bank Merger, Cash Earnings, community bank, Pennsylvania, Rural Banking, synergies, Value | View Pitch | |
| Apr 20, 2026 | Seeking Alpha | Seeking Alpha | Steele Bancorp | Financials | Banks | Bull | banking sector, community banking, earnings growth, financial performance, investment opportunity, Merger Synergies, operational efficiency, regional bank, Steele Bancorp, 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. | ||||||||