What smart money is saying about MAMA
3 funds in our archive have pitched MAMA, most recently Long Cast Advisers in March 2026.
Based in East Rutherford, New Jersey, Mama's Creations, Inc., established in 2010, specializes in the production and distribution of various chilled, ready-to-eat food items throughout the United States. Their extensive product line includes an array of prepared meals such as beef and turkey meatballs, meatloaf, chicken dishes, an assortment of sausage products, and pasta entrees. Additionally, the company supplies offerings for hot and salad bars, prepared food counters, sandwich stations, and cold deli/grab-and-go sections. These products are distributed through diverse channels, including direct sales to major grocery chains, club stores, and large-scale retailers, alongside sales to food distributors and other retail outlets, as well as directly to consumers via its official website. The company officially rebranded to Mama's Creations, Inc. in August 2023, having previously operated as MamaMancini's Holdings, Inc.
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Fund signal · last 12 months
3 lettersToo few moves on MAMA yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in MAMA, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 4 moves
- New positionDeep Sail Capital Partners LPSeptember 2026
“The new positions in Q3 were Innovative Aerosystems (thesis below), Mama’s Creations, and Theon International.”
MAMA - September 2026
“Mama’s Creations also meaningfully detracted, giving back roughly 28% after the shares had nearly doubled over the prior twelve months. Following a recent equity offering, investors focused on the risk that inflationary inputs and the ramp of new products could pressure gross margins in the near term. Based on our conversations with management and industry analysts, we believe top-line momentum remains strong and operating margins should continue to improve, and we hold management in high regard. Given the size the position had reached and the near- term margin uncertainty, we trimmed our holding during the quarter.”
MAMA - June 2026
“We trimmed Mama's Creations (MAMA) in May for similar reasons: after a strong run the stock carried a premium multiple for a food company facing tougher comparisons, even as distribution wins at Walmart and Target continue to expand its footprint.”
MAMA - New positionBrown Capital Small Company FundSeptember 2025
“Additions and Deletions We added four new companies—Axogen (AXGN), Corcept Therapeutics (CORT), Intapp (INTA) and Mama’s Creations (MAMA)—to the portfolio this quarter.”
MAMA - HoldsImmersion InvestmentsJune 2025
“At the end of July, our largest holdings (in alphabetical order) were Celsius Holdings (CELH – Doubted Champion), Mama’s Creations (MAMA – Doubted Champion – discussed below), Potbelly (PBPB – Underdog), Red Violet (RDVT – Ugly Duckling), UFP Technologies (UFPT – Doubted Champion).”
MAMA
Fund coverage · 3 theses
- Long Cast AdvisersMarch 2026
MAMA is a management-driven compounder with strong book value growth and potential to become a $1B revenue company.
Read the full thesis - Brown Capital Small Company FundSeptember 2025
Mama’s Creations offers fresh deli and prepared foods with strong organic growth, low market penetration, and experienced management driving expansion.
Read the full thesis - Immersion InvestmentsJune 2025
Mama’s Creations is a promising investment opportunity due to its strong management team, solid financial position, and potential for significant organic and inorganic growth in the prepared foods market.
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