1 Main Capital Partners’ Q1 2026 Investor Letter

1 Main Capital, a boutique investment firm, recently released its first-quarter 2026 investor letter. The fund returned -4.6% for the quarter, compared to -4.4% for the S&P 500 and +0.9% for the S&P 500 and the Russell 2000, respectively. Small-cap stocks started 2026 with significant momentum and continued to lead throughout the quarter. The overall macroeconomic environment remains supportive; however, the conflict in Iran has introduced a significant wildcard in the latter part of the quarter. The firm maintains confidence that its portfolio is well-positioned for a strong potential performance moving forward. In addition, you can check the Fund’s top 5 holdings to find out its best picks for 2026.

A copy of 1 Main Capital Partners’ Q1 2026 Investor Letter is available to download here.