Cedar Creek
Cedar Creek Partners (Eriksen Capital Management)
Jun 2026 → Jul 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.
Performance
as of Jul 31, 2026 · net of fees · USD
- YTD+17.6%
- Inception · /yr+15.2%
| YTD | Since inceptionper year | |
|---|---|---|
| Cedar Creek Partners (Eriksen Capital Management) | +17.6% | +15.2% |
Calendar years
- 2025+29.6%
- 2024+5.3%
- 2023+20.3%
- 2022+8.8%
- 2021+38.9%
- 2020+21.9%
- 2019+34.5%
- 2018−24.3%
- 2017+11.4%
- 2016+10.5%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jul 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →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
- Pacific Coast Oil Trust
- Solitron Devices Inc.
- PHI Group
- Western Capital Resources
- Dyna Group
- Pennsylvania Warehousing & Safe Deposit
- PaperClip
- Evercel
- PD-Rx Pharmaceuticals
- Harbor Diversified
- Exco Resources
- Solitron Devices