Cedar Grove Capital Q3 2026 Portfolio Update
During the quarter, we closed our long positions in MTY Food Group, uniQure, ClearPoint Neuro, and Suja Life Inc. During the quarter, we closed short positions in Bending Spoons SpA, Chipotle Mexican Grill, The Ensign Group, Gemini Space Station, Jersey Mike's Subs, Moderna, Reformation, Once Upon a Farm, and X-Energy Inc. We initiated a small tracking position in Zedcor Inc. while continuing our due diligence.