Letters by company

Sigmaroc PLC

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

Alluvial Capital Management Q2 2025 Letter to Limited Partners Alluvial added NewPrinces and SigmaRoc, backing their acquisition-led consolidation strategies and durable regional industrial economics. The fund added Talen after its data-center power agreements, trimmed Zegona after its advance, sold Titan, and increased special-situations exposure through ContextLogic and liquidation scenarios. Second Quarter 2025 LOGC $668MMCB $455MNLOP $162M