What smart money is saying about Neogen
NEOG
No fund has written a full thesis on Neogen in our archive, but 2 fund letters report a position in it — most recently Minot Light Capital Appreciation Fund in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q3 2025 and Q3 2026, 2 fund letters reported a position in Neogen — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- HoldsMinot Light Capital Appreciation FundSeptember 2026
“Regarding other top contributors, the stories are much less exciting. Rockwell Medical (RMTI) recovered from the sell-off around its reverse stock split that we discussed in our last letter. Neogen (NEOG), OrthoPediatrics (KIDS) and LuxExperience (LUXE) are all large positions with very strong franchises that continue to charge ahead.”
Neogen - September 2025
“• During the first nine months of 2025, the Fund added new positions in WEC Energy Group (WEC) and Amazon (AMZN), while it trimmed existing positions in Alphabet (GOOG) and US Bank (USB). The Fund exited its positions in Honeywell (HON), Principal Financial Group (PFG), Neogen (NEOG), and Target (TGT).”
Neogen
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