Arquitos Capital Management Q1 2025 Investor Letter
Source: SeekingAlpha
2025-04-25 06:30:00 ET
Summary
- Arquitos returned 13.8% net of fees in Q1 2025 and is up an estimated 30% year-to-date despite market turmoil.
- I am highly confident in our top four positions, which are uncorrelated to general markets and have strong company-specific catalysts.
- Supply chain disruptions due to tariffs are expected, but this volatility presents attractive opportunities for special situations investors like us.
- Our largest holdings, including ENDI Corp, Finch Therapeutics, Nam Tai Property, and Liquidia Therapeutics, have shown significant progress and have substantial upside potential.
Dear Partner:
Arquitos returned 13.8% net of fees in the first quarter of 2025. Please see page four for more detailed performance information....
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Arquitos Capital Management Q1 2025 Investor Letter
Liquidia Technologies Inc.
NASDAQ: LQDA
LQDA Trading
-1.48% G/L:
$37.905 Last:
152,939 Volume:
$37.75 Open:
LQDA Latest News
March 05, 2026 06:30:00 am
Liquidia Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
March 04, 2026 11:11:47 am
Investment Manager Sells $5.1 Million Worth of LQDA Stock, According to Recent SEC Filing
LQDA Stock Data
$3,502,438,146
63,941,680
1.04%
70
N/A
Biotechnology & Life Sciences
Healthcare
US
Morrisville
