Tributary Capital Management
Tributary Capital Management Multi Cap Core Equity Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 7 investment theses and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Tributary Capital Management for every strategy.
What it bought and sold
Nine positions were added to the strategy in the second quarter.
Seven positions were eliminated from the portfolio during the quarter.
Nine positions were added to the strategy in the second quarter.
Nine positions were added to the strategy in the second quarter.
Nine positions were added to the strategy in the second quarter.
Nine positions were added to the strategy in the second quarter.
Nine positions were added to the strategy in the second quarter.
Seven positions were eliminated from the portfolio during the quarter.
- TrimmedUFP TechnologiesJun 2026
Seven positions were eliminated from the portfolio during the quarter.
Seven positions were eliminated from the portfolio during the quarter.
- TrimmedKennametal Inc.Jun 2026
Seven positions were eliminated from the portfolio during the quarter.
LivaNova reported first quarter revenue and earnings above consensus expectations.
Seven positions were eliminated from the portfolio during the quarter.
Seven positions were eliminated from the portfolio during the quarter.
Also held
Its investment theses
- Advanced Micro Devices, Inc.Jun 2026Advanced Micro Devices is positioned to benefit from AI-driven CPU growth and to become a viable second option in GPUs.
- Amer SportsJun 2026Amer Sports is expected to grow through geographic expansion and direct-to-consumer mix shift that should drive margin expansion.
- Avnet, Inc.Jun 2026Avnet should benefit from datacenter demand, a recovery in its higher-margin Farnell segment, and improving industrial end markets.
- Essential Properties Realty TrustJun 2026Essential Properties Realty Trust benefits from long-term leases, same-store rent growth and acquisition returns above its cost of capital.
- Kulicke & Soffa IndustriesJun 2026Kulicke & Soffa Industries is benefiting from semiconductor recovery, AI-related packaging demand and operating leverage.
- LivaNovaJun 2026LivaNova has multiple growth drivers from new products, expanded indications and a connected digital platform, with margin expansion potential.
- Micron TechnologyJun 2026Micron Technology is positioned for improving profits from memory market recovery, AI demand and margin expansion.