Letters by company

SunOpta Inc.

2 letters discussing STKL. Everything written about it on this site is on its ticker page.

Kingdom Capital Advisors Q1 2026 Investor Letter Kingdom Capital Advisors exited TSS, Energous and SunOpta after operating catalysts, contract wins and an acquisition crystallized gains. The portfolio added Alliance Entertainment after an earnings dislocation, while retaining Net Lease Office Properties, United Natural Foods, Magnera and Enviri on asset monetization, capital-allocation and earnings theses. Q1 2026 AENT $237MMAGN $419MNLOP $142M
Heartland Advisors Heartland Value Fund 1Q26 Portfolio Manager Commentary Heartland Value Fund argues geopolitical volatility has not derailed a rotation toward undervalued small-value stocks, and it is recycling gains into companies with management, insider-buying, or catalyst-driven rerating potential. It exited acquired holdings including Calavo Growers and SunOpta, added to Allegiant, and identifies i3 Verticals and Chiron Real Estate as mispriced opportunities. 1Q26 ALGT $2.1BIIIV $390MXRN $449M