Arquitos Capital's Largest Holdings  For Q1 2025

2025-04-30 09:30:00 ET

Summary

• ENDI Corp's shares rose significantly, driven by a substantial increase in AUM and a value-unlocking transaction, suggesting further upside potential.
• Finch Therapeutics awaits a post-trial decision that could significantly impact its share value, with a minimum award level already set.
• Nam Tai Property secured significant financing and sold a non-core property above appraisal value, indicating a potential closing of the gap between market price and fair value.
• Liquidia Therapeutics is on the brink of FDA approval for Yutrepia, with no significant impediments, positioning it for a strong market entry.

The following segment was excerpted from the Arquitos Capital Management Q1 2025 Investor Letter. ...

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