FREE - Maran Capital's Q2 2021 Letter
- Maran Capital is a value-driven, concentrated, long-term investment manager focusing on small-cap stocks and special situations because we believe these are the most inefficient corners of the market.
- In the second quarter of 2021, Maran Partners Fund returned +24.9%, net of all fees and expenses, bringing year-to-date returns to +53.1%, net.
- At the end of the second quarter, our top five positions were, in alphabetical order, Clarus Corp, Correios de Portugal, S.A., Crossroads Systems, Pure Cycle Corp, and Scott’s Liquid Gold.
- CTT has been a topfiveposition for over a year but was previously undisclosed.
- We continue to hold core positions in previously disclosed companies American Outdoor Brands, Turning Point Brands, and Whole Earth Brands.
For further details see:
Maran Capital's Q2 2021 Letter