Letters by company
Lifecore Biomedical, INC. \de\
5 letters discussing LFCR. Everything written about it on this site is on its ticker page.
- Laughing Water Capital H1 2026 Laughing Water Capital sold through takeouts of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash and merger securities for new opportunities. The portfolio added AnaptysBio ahead of its licensing dispute with GSK, while retaining conviction in Liquidia, NextNav, Lifecore Biomedical and Stride despite company-specific overhangs. H1 2026 +33.6% ANAB $1.7BAVNS $1.2BGSK $105BLFCR $172M
- Greenhaven Road Capital Main Fund Q2 Greenhaven Road Capital is reducing concentration and adding catalyst-driven positions while retaining its emphasis on differentiated research. It argues that Burford’s protein litigation, Hagerty’s insurer partnerships, Cellebrite’s Genesis rollout, Lifecore’s capacity sales and Kingsway’s search-model buildout can close gaps between market expectations and business value. Q2 2026 +11.0% BUR $946MCLBT $2.9BHGTY $4.6BANAB $1.7B
- Greenhaven Road Capital Q4 2025 Greenhaven Road Capital groups Lifecore and Vistry as “Bamboo Trees,” where operational transformations and capacity or partnership-model progress have yet to be reflected in valuations. It argues that fears around AI disruption, litigation, fundraising and credit are mispriced at PAR, Cellebrite, Burford and KKR, while Hagerty benefits from State Farm onboarding and marketplace growth. Q4 2025 -2.0% BUR $946MCLBT $2.9BHGTY $4.6BKKR-P-D
- Greenhaven Road Capital Q1 2025 Kingsway Financial is presented as a new purchase built around a Search Xcelerator that backs operators acquiring small, asset-light businesses, with tax losses and experienced advisers adding optionality. Greenhaven Road added to Lifecore, Vistry and Hagerty during tariff-driven weakness, while arguing that its core holdings retain limited direct trade exposure. Q1 2025 -12.0% KFS BUR $946MCLBT $2.9BKKR $96B
- Greenhaven Road Capital Q1 2023 Greenhaven Road Capital argues that PAR Technology, KKR, Cellebrite and API Group have durable earnings foundations through low churn, strong balance sheets and non-discretionary demand. It adds Burford Capital, while treating Lifecore and Barnes & Noble Education as smaller special situations tied to asset sales and operational transitions. first quarter +17.0% BUR $946MAPG $18BBNED $415MCLBT $2.9B
