| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 21, 2026 | Plural Investing | 17.9% | 4.3% | STRT, WOSG.L | Autos, Concentration, deep value, Luxury, small caps, turnaround, value | WOSG.L STRT |
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| 2026 Q2 | Jul 15, 2026 | Riverwater Micro Opportunities Strategy | - | - | ALLT, CELH, CRAI, FSBC, HTLD, IRMD, LMAT, LWAY, LXU, MAMA, MEC, PWP, RDVT, STRT, TILE, UROY, ZVIA | Consumer Staples, energy, healthcare, industrials, Microcap, Quality, Speculation, value | LWAY LXU RDVT MEC |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Plural Investing | Strattec Security | Auto Parts | Auto Parts & Equipment | Bull | NASDAQ | activist involvement, Automotive Supplier, GAMCO, manufacturing, margin expansion, net cash, new management, OEM Supplier, Share Buyback, strong balance sheet, turnaround, Value, Working Capital Release | View Pitch |
| Jan 27, 2026 | Seeking Alpha | Seeking Alpha | Strattec Security Corporation | Automotive | Automotive Parts | Neutral | NASDAQ Stock Market | automotive industry, Automotive locks, Cash reserve, conservative balance sheet, cyclical industry, Economic Pressures, inflationary pressures, Manufacturing in Mexico, Political headwinds, tariff risks | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Kurt Christensen | Strattec Security Corporation | Consumer Discretionary | Auto Parts | Bull | NasdaqGS | — | 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. | ||||||||