Monthly Research · U.S. Small Cap · Special Situations

The filing said
something.
We noticed.

Every month, Snowball Research reviews 7,000+ SEC filings, 80+ fund letters, and every activist 13D to find U.S. companies under $5B where something just changed — and most people haven't noticed yet.

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William C. Martin · Raging Capital Ventures
7,000+
8-K filings reviewed per month
80+
Fund letters read per month
3+ yrs
Monthly publishing track record
$5B
Max market cap we cover
8-K Categories This Month
Management changes
44
Board appointments
31
Strategic alternatives
22
Debt repayments
19
Divestments
17
Capital structure
14
Red flags
12
Buybacks
9
Inflection points
8
Activist 13Ds This Month
WEX Inc · CVGI · Teradata · Power REIT · E.W. Scripps · Veris Residential · Mawson Infrastructure · BlackLine · Reservoir Media · Orion Properties · Lionsgate · Lands' End · Health Catalyst · NN Inc · Magnachip · Alta Equipment · Tredegar · Pure Cycle · STAAR Surgical · Catalyst Bancorp
+34 more companies · Members only
Fund Letters Reviewed
Liberty Park Capital · Merion Road · Maran Capital · Alluvial Capital · Tourlite Capital · Riverwater Partners · Heartland Small Cap · Long Cast Advisers · Invesco Small Cap · Madison Small Cap · Conestoga Capital · Clark Street Value · Night Watch · Palm Valley · Laughing Water Capital · Fiduciary Management · Longleaf Partners
+63 more fund letters · Members only
Members Only · Snowball Research

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