Analyzing Mama’s Creations’ (MAMA) Short-Term Pullback
Immersion Investment Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 1,828,230 | $32,633,906 | +67% | 0.19% |
| 2. | Ophir Asset Management Steven Ng And Andrew Mitchell | 1,501,188 | $26,796,206 | +102% | 2.2% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 1,379,289 | $24,620,309 | +13% | 0.04% |
| 4. | Portolan Capital Management George Mccabe | 984,869 | $17,579,912 | -17% | 0.66% |
| 5. | Alyeska Investment Group Anand Parekh | 950,000 | $16,957,500 | +138% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 500 | $50,000.00 | 500 | 2015-11-20 | Filing | |
| $100.00 | 500 | $50,000.00 | 500 | 2015-11-20 | Filing | |
| $100.00 | 500 | $50,000.00 | 500 | 2015-11-20 | Filing | |
| $100.00 | 500 | $50,000.00 | 500 | 2015-11-20 | Filing | |
| $100.00 | 5,000 | $500,000.00 | 5,000 | 2015-11-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.65 | 472 | $8,801.86 | 12,869 | 2026-07-08 | Filing | |
| $15.84 | 844 | $13,369.80 | 695,288 | 2026-04-16 | Filing | |
| $15.27 | 15,379 | $234,852.71 | 696,132 | 2026-04-16 | Filing | |
| $10.70 | 3,512 | $37,578.40 | 595,148 | 2025-10-13 | Filing | |
| $10.50 | 2,039 | $21,409.50 | 9,841 | 2025-10-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,379,451 | $42,473,200 | 0% | |
| 2. | 1,990,717 | $35,534,298 | 1.88% | |
| 3. | 1,811,699 | $32,338,827 | 0.21% | |
| 4. | 1,800,276 | $32,134,927 | 0% | |
| 5. | 1,337,813 | $23,879,962 | 0.01% |