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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 10, 2026 | Cedar Grove Capital Management | -23.0% | -23.0% | ABVX, EVLV, HIMS, KITS.TO, LNSR, MTY.TO, NKTR, OSW, REAL, SNWV, TOI, WW | Biotechnology, consumer, healthcare, Long/Short, Multi-Strategy, small cap, special situations | MTY.TO NKTR ABVX TOI SNWV EVLV REAL KITS.TO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Cedar Grove Capital Management | The Oncology Institute | Medical Care Facilities | Health Care Providers & Services | Bull | NASDAQ | EBITDA inflection, Healthcare services, Oncology, operating leverage, Payer Contracts, Pharmacy Growth, value-based care | View Pitch |
| Feb 4, 2026 | Twitter / X | @DutchInvestors | Topicus.com Inc. | Software | Application Software | Bull | TSX Venture Exchange | Acquisitions, Application Software, Canada, cashflow, compounding, Europe, M&A, vertical software | View Pitch |
| Oct 21, 2025 | Value Investors Club | inflection99 | The Oncology Institute | Health Care | Health Care Services | Bull | NASDAQ | AI, Ambience Healthcare, Oncology, profitability inflection | 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. | ||||||||