The firm cited MAMA as a top portfolio contributor despite flat Q1 2026 returns amid macroeconomic and geopolitical pressures.
Long Cast Advisors maintained its position in Mama’s Creations (NASDAQ:MAMA) as of June 1, 2026, when the stock closed at $14.25. The firm’s Q1 2026 portfolio returns were flat, mirroring small and micro-cap benchmarks like the Russell 2000, due to geopolitical tensions, inflation, and AI-driven market volatility.
Since its 2015 inception, Long Cast has delivered a 270% cumulative net return, or 13% CAGR, outperforming broader indices. The firm targets 15% annualized returns through long-term investments in small- and micro-cap companies. Mama’s Creations, with a $580.07 million market cap, was among its top contributors despite a -2.76% one-month return and a 2.83% gain over the past year.
The firm’s top five holdings accounted for 62% of its portfolio at quarter-end, reflecting concentrated bets on high-conviction picks.