1 week ago
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Soumya Eswaran
Wed, December 24, 2025 astatine 6:47 AM CST 3 min read
Minot Light Capital Partners, an concern absorption company, released its Q3 2025 concern letter. A transcript of the missive tin beryllium downloaded here. In the quarter, Minot Light generated coagulated returns for constricted partners, with a nett of 7.6%. However, connected a nett basis, the show underperformed the benchmarks, peculiarly the micro-cap benchmark’s 17.1% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, Minot Light Capital Partners highlighted stocks specified arsenic Stran & Company, Inc. (NASDAQ:SWAG). Stran & Company, Inc. (NASDAQ:SWAG) is an outsourced selling solutions company. The one-month instrumentality for Stran & Company, Inc. (NASDAQ:SWAG) was -19.42%, and its shares gained 64.37% implicit the past 52 weeks. On December 23, 2025, Stran & Company, Inc. (NASDAQ:SWAG) banal closed astatine $1.66 per share, with a marketplace capitalization of $30.802 million.
Minot Light Capital Partners stated the pursuing regarding Stran & Company, Inc. (NASDAQ:SWAG) successful its 3rd 4th 2025 capitalist letter:
"As successful each quarterly letter, we volition item a existent holding to exemplify our concern process. This quarter, we diagnostic Stran & Company, Inc. (NASDAQ:SWAG) - a $33M marketplace headdress promotional products institution based successful Quincy, MA that we person intimately followed since its 2021 IPO. Because the institution is headquartered successful our backyard, we person been capable to conscionable with absorption a fig of times and attended the company’s astir caller unfastened house, wherever we were capable to talk with galore of Stran’s customers. With nary sell-side sum and regular measurement of ~$160K, Stran exemplifies the benignant of overlooked small-cap accidental we question out.
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