Letters by company
MetroCity Bankshares, Inc.
3 letters discussing MCBS. Everything written about it on this site is on its ticker page.
- Cedar Creek Partners Cedar Creek Partners 2026 First Quarter Results Cedar Creek Partners added Harbor Diversified after its Air Wisconsin asset sale and continued allocating to expert-market stocks, citing discounts to estimated asset values and earnings. The fund sold MetroCity Bankshares after the First IC transaction, built Steele Bancorp, and retained Solitron Devices amid its strategic-alternatives review and defense-production backlog. 2026 First Quarter ENDI $129MEXCE $1.2BHRBR $137M
- Cedar Creek Partners Cedar Creek Partners 2025 Second Quarter Results Cedar Creek Partners increased its CBE LLC investment, taking cash levels lower, and emphasized undervalued microcap and expert-market holdings. The fund argued that Propel Media's growing DeepIntent borrowing base signals revenue growth, while Solitron, PharmChem and ENDI offer catalysts through defense orders, a sale process and CrossingBridge asset growth. 2025 Second Quarter ENDI $129MPHIG $754MSODI $78M
- Cedar Creek Partners Cedar Creek Partners 2025 First Quarter Results Cedar Creek Partners added to Western Capital Resources after its tender offer and to Evercel on the view that its shares retain rights to ZAGG liquidation proceeds. The fund built a Skyline Bankshares position, maintained a large expert-market allocation led by Propel Media and First IC, and argues that Solitron's backlog, ENDI's asset growth and PharmChem's strategic review support value. 2025 First Quarter CZBS $116MENDI $129MSLBK $159M
