Cedar Creek

Cedar Creek Partners (Eriksen Capital Management)

Jun 2026Jul 2026

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in a year follow all of Cedar Creek for every strategy.

What it bought and sold

  • ExitedFirst IC CorporationJul 2026
    Closed December 2025.
  • ExitedTSR Inc.Jul 2026
    TSR was sold in June 2024.
  • ExitedTSR Inc.Jun 2026
    TSR was sold in June 2024.
  • ExitedPharmChem Inc.Jun 2026
    Sale closed ~August 31, 2025.
  • AddedExco ResourcesJun 2026
    We purchased for $17.83 per share in late 2025,
  • ExitedFirst IC CorporationJun 2026
    In 2025 they were acquired by MetroCity Bankshares (MCBS) in a cash and stock deal valuing First IC at ~$23.00 per share.

Also held

Its investment theses

Every letter