1 Main Capital

Main Capital

Jun 2025 → Jun 2025

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year · follow all of 1 Main Capital for every strategy.

What it bought and sold

  • ExitedSuperior Industries InternationalJun 2025
    Our rapid exit of the position saved us an additional 1%, which would have been wiped when the company’s lenders took control in an out-of-court restructuring.
  • New positionMasterCraft BoatJun 2025
    Three years after our exit, 1MC has re-initiated an investment in MCFT, a business we know well and have owned profitably several times in the past.

Also held

Its investment theses

Every letter