Letters by company

Bank7 Corp.

1 letter discussing BSVN. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Letter to Limited Partners Third Quarter 2026 Zegona Communications remains the largest holding as its capital-return program and operating turnaround are expected to lift free cash flow, while Alluvial increased McDermott through its rights offering. The fund added Bank7 ahead of its Century Financial acquisition, sold NewPrinces, Vistance Networks and Sylvamo, and argues that McBride, ContextLogic, Green Dot and Talen retain favorable value catalysts. Third Quarter 2026 BSVN $559MFTLF $77MGDOT $694M