Illustrating Minot Light Capital Partners’ Investment Process: Stran & Company (SWAG) in Focus
Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 273,420 | $453,877 | +42% | 0% |
| 2. | Manatuck Hill Partners Mark Broach | 106,866 | $177,398 | -49% | 0.06% |
| 3. | Citadel Investment Group Ken Griffin | 85,937 | $142,655 | -11% | 0% |
| 4. | 545,000 | $21,800 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.46 | 500 | $730.00 | 112,750 | 2025-06-27 | Filing | |
| $1.54 | 300 | $461.76 | 112,250 | 2025-06-27 | Filing | |
| $1.48 | 450 | $664.43 | 111,950 | 2025-06-27 | Filing | |
| $1.46 | 500 | $730.00 | 111,500 | 2025-06-27 | Filing | |
| $1.49 | 1,500 | $2,238.60 | 111,000 | 2025-06-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 327,105 | $542,994 | 0% | |
| 2. | 300,533 | $498,885 | 0.32% | |
| 3. | 98,042 | $162,795 | 0% | |
| 4. | 98,016 | $162,707 | 0% | |
| 5. | 74,712 | $124,022 | 0% |