Letters by company

Green Thumb Industries Inc.

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

Bengal Capital Cultivation Math - the Engine of the Industry Grown Rogue remains an outsized holding because Bengal sees efficient craft-quality cultivation, low production costs and reliable sell-through as the industry’s durable advantages. The fund expects its expansion in New Jersey, Illinois and Minnesota to extend that model, while Body and Mind debt repayments advance following M&A proceeds. Q2 2026 GRUSF $90MBAMM $2.7M