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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 8, 2026 | Signia Capital Management | - | 35.0% | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value | METC is a U.S.-based producer of metallurgical coal with low cost position versus competitors and growing production profile from 4m tons per year to upwards of 7m tons by 2028. The company has a significant rare earth project at Brook Mine in Wyoming with a PEA study indicating pre-tax NPV of approximately $1.2b, representing substantial embedded value that the market was mispricing. Atlas Energy Solutions is the lowest-cost producer and market share leader of frac sand in the Permian basin with cost advantages from in-basin location, high quality sand reserves, and unique distribution network including a 42 mile conveyor belt. The Dune Express conveyor system reduces trucking miles by 60-70% which lowers delivered costs and improves reliability. Green Dot is a fintech company and prepaid card services provider that underwent strategic review process and announced a two-part transaction. The company renewed a large contract with Wal-Mart extending the term from 2027 to 2033, removing a large overhang on the stock, and beat and raised guidance for three consecutive quarters. Atlas Energy Solutions provides distributed power solutions through its fleet of over 900 natural-gas powered generators typically used in remote energy and industrial applications. The company is targeting over 400 megawatts installed by year-end 2027 compared to around 240 megawatts today with potential market opportunity of 2,000 megawatts in the years ahead. | GDOT AESI METC |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Culper Research | Bancorp Inc/The | Financials | Regional Banks | Bear | NASDAQ | Compliance, Concentration, Fintech, Margins, Prepaid | 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. | ||||||||