Here’s Why Long Cast Advisors is Holding Mama’s Creations (MAMA)
Key takeaways
- A copy of the letter is available to download here.
- In its first-quarter 2026 investor letter, Long Cast Advisors highlighted Mama’s Creations, Inc.
- Long Cast Advisors stated the following regarding Mama’s Creations, Inc.
Here’s Why Long Cast Advisors is Holding Mama’s Creations (MAMA) Soumya Eswaran Tue, June 2, 2026 at 9:39 PM GMT+7 4 min read MAMA ^RUT Long Cast Advisors, an independent registered investment adviser, released its Q1 2026 investor letter. A copy of the letter is available to download here. For 1Q26, the portfolio’s cumulative net returns were flat, aligning with small and micro-cap market indexes, including the Russell 2000 and i Shares ETFs. Geopolitical and economic factors, including the Iran war, inflation, and market herding behavior around AI expectations, influenced these returns. Since its inception in November 2015, LCA has achieved a cumulative 270% net return, or 13% CAGR, surpassing the indices. Founded in 2015, Long Cast focuses on long-term investing in well-researched small- and micro-cap companies, aiming for 15% annualized returns. At the end of the quarter, LCA’s top five positions made up 62% of the portfolio. In addition, please check the firm’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Long Cast Advisors highlighted Mama’s Creations, Inc. (NASDAQ:MAMA) as a leading contributor. Mama’s Creations, Inc. (NASDAQ:MAMA) is a food company that manufactures and markets fresh deli-prepared foods. On June 1, 2026, Mama’s Creations, Inc. (NASDAQ:MAMA) closed at $14.25 per share. One-month return of Mama’s Creations, Inc. (NASDAQ:MAMA) was -2.76%, and its shares gained 2.83% over the past 52 weeks. Mama’s Creations, Inc. (NASDAQ:MAMA) has a market capitalization of $580.07 million.
Long Cast Advisors stated the following regarding Mama’s Creations, Inc. (NASDAQ:MAMA) in its Q1 2026 investor letter: