Minot Light Capital Partners released its Q3 2025 investment letter, generating a net return of 7.6% for limited partners. However, the performance underperformed benchmarks, particularly the micro-cap benchmark with a 17.1% return. Check out the fund’s top five holdings for its best picks in 2025.

In its Q3 2025 investor letter, Minot Light Capital Partners highlighted Stran & Company, Inc. (NASDAQ:SWAG), an outsourced marketing solutions company. The stock had a one-month return of -19.42% and gained 64.37% over the last 52 weeks. On December 23, 2025, SWAG closed at $1.66 per share, with a market cap of $30.802 million.

Minot Light Capital Partners featured Stran & Company, Inc. (NASDAQ:SWAG) in its Q3 2025 investor letter, describing it as a $33M market cap promotional products company based in Quincy, MA. The company has no sell-side coverage and daily volume of ~$160K, presenting an overlooked small-cap opportunity.

Read more at Yahoo Finance: Stran & Company (SWAG) in Focus