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Illustrating Minot Light Capital Partners’ Investment Process: Stran & Company (SWAG) in Focus

Minot Light Capital Partners, an investment management company, released its Q3 2025 investment letter. A copy of the letter can be downloaded here. In the quarter, Minot Light generated solid returns for limited partners, with a net of 7.6%. However, on a net basis, the performance underperformed the benchmarks, particularly the micro-cap benchmark’s 17.1% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Minot Light Capital Partners highlighted stocks such as Stran & Company, Inc. (NASDAQ:SWAG)....