Geopolitical Risk and Guidance Withdrawal Dim Energy Recovery’s (ERII) Near-Term Visibility
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Olympiad Research LP Thong Nguyen | 25,396 | $229,072 | 0.48% | |
| 2. | Diamond Hill Capital Ric Dillon | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.88 | 11,180 | $99,267.22 | 55,671 | 2026-06-15 | Filing | |
| $8.34 | 20,000 | $166,840.00 | 37,362 | 2026-05-13 | Filing | |
| $12.20 | 4,200 | $51,240.00 | 36,950 | 2025-05-13 | Filing | |
| $12.28 | 4,200 | $51,569.70 | 41,043 | 2025-05-14 | Filing | |
| $16.00 | 3,000 | $48,009.00 | 32,750 | 2024-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.56 | 5,387 | $46,112.72 | 108,301 | 2026-07-28 | Filing | |
| $8.56 | 2,048 | $17,530.88 | 99,291 | 2026-07-28 | Filing | |
| $8.71 | 14,900 | $129,779.00 | 66,755 | 2026-06-15 | Filing | |
| $10.29 | 2,419 | $24,891.51 | 382,509 | 2026-04-06 | Filing | |
| $10.14 | 165,292 | $1,676,060.88 | 384,928 | 2026-04-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 639,545 | $5,768,696 | 3.65% | |
| 2. | 464,661 | $4,191,242 | 0.02% | |
| 3. | 460,000 | $4,052,600 | 0.05% | |
| 4. | 326,119 | $2,941,593 | 0.03% | |
| 5. | 282,866 | $2,551,451 | 0.51% |