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Conestoga Capital Advisors

Dec 2024 → Jun 2026 · Publishes quarterly · 3 funds

Our archive holds 5 letters from Conestoga Capital Advisors, behind 25 investment theses. Every quote below is copied verbatim from the letter it came from.

Conestoga Capital Advisors’s own letters page
5
Letters
0
Companies
0
Moves
25
Theses

Theses · 25

  • Tyler Technologies, Inc.
    June 2026

    Tyler Technologies, Inc. provides mission-critical government software, and the thesis is supported by deep domain expertise, recurring revenue, and strong competitive advantages.

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  • Forgent Power Solutions, Inc.
    June 2026

    Forgent Power Solutions, Inc. designs electrical equipment and power solutions, and the thesis is driven by AI/electrification tailwinds, margin expansion, and market share gains.

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  • DT Midstream, Inc.
    June 2026

    DT Midstream, Inc. owns natural gas pipelines and storage assets, and the thesis is built on LNG, power, and data-center demand plus contracted growth visibility.

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  • Park Aerospace Corp.
    June 2026

    Park Aerospace Corp. makes advanced composite materials for aerospace and defense, and the thesis is supported by missile-defense exposure and durable earnings growth.

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  • Perimeter Solutions, Inc.
    June 2026

    Perimeter Solutions, Inc. provides mission-critical fire safety and specialty chemical solutions, and the thesis is built on durable earnings, niche-market strength, and predictable cash flow.

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  • NPK International, Inc.
    June 2026

    NPK International, Inc. provides composite matting and infrastructure solutions, and the thesis is based on consistent execution, rental growth, and infrastructure tailwinds.

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  • nCino, Inc.
    June 2026

    nCino, Inc. provides cloud-based banking software, and the thesis is driven by AI-enabled adoption, mission-critical workflows, and long-term growth potential.

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  • Kodiak Gas Services, Inc.
    June 2026

    Kodiak Gas Services, Inc. provides natural gas compression and distributed power solutions, and the thesis is supported by LNG/data-center tailwinds, long-term contracts, and cash flow growth.

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  • Matador Resources Co.
    June 2026

    Matador Resources Co. is an oil and gas producer, and the thesis relies on disciplined capital allocation, production growth, and balance-sheet strength across commodity cycles.

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  • Permian Resources Corp.
    June 2026

    Permian Resources Corp. is an oil and gas producer, and the thesis is supported by a low-cost model, disciplined capital allocation, and free cash flow growth.

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  • Magnolia Oil & Gas Corp.
    June 2026

    Magnolia Oil & Gas Corp. is an oil and gas producer, and the thesis is driven by disciplined operations, free cash flow generation, and high-return drilling inventory.

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  • Knowles Corp.
    June 2026

    Knowles Corp. designs highly engineered components, and the thesis is based on accelerating growth, expanding margins, and secular tailwinds.

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Letter archive · 5

2026

2025

2024

Funds · 3

  • Conestoga3
  • Conestoga Capital Advisors1
  • Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites1

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