Sell BMNR by Oct 8, 2025.

Investment Firm | Return | Date Posted |Companies ---|---|---|--- [East72](https://east72.com.au/wp-content/uploads/2025/07/E72DT-Quarterly-Report-June-2025.pdf)| |July 10| CKH [Warden Capital](https://warcap.substack.com/p/war-cap-q2-update)| -1.3%| July 10| [Brasada](https://brasadacapital.com/insights2/second-quarter-of-2025)| |July 17| WST, UBER [Bristlemoon Capital](https://www.bristlemoonresearch.com/p/bristlemoon-june-2025-quarterly-letter)| | July 17| APG, CRM, UNH [Fundsmith](https://www.fundsmith.co.uk/media/bvgden5v/2025-fef-semi-annual-letter-to-shareholders.pdf)|-1.9%| July 17| [Headwaters Capital](https://headwaterscapmgmt.com/wp-content/uploads/2025/07/HCM-Q2-25-Investor-Letter.pdf)|-2.6€ |July 17| TECH, TMDX [JDP Capital](https://jdpcap.com/wp-content/uploads/2025/07/2Q_2025_Letter_Final_1.pdf)| 16.8%| July 17| SPOT, CATL [Kathmandu Partners](https://static1.squarespace.com/static/63465dbda3a3280f2afb25eb/t/68682e73ac30132bf9f29c8d/1751658099217/KC+2Q25+Letter+to+Investors.pdf)|16.6%| July 17| UI, ASMR, KSPI [LVS Advisory](https://lvsadvisory.com/wp-content/uploads/2025/07/LVS-Advisory-Letter-Q2-2025.pdf)|15.88%, 3.6% | July 17| [Right Tail](https://www.righttailcapital.com/_files/ugd/9593df_4b195c80405143489b5846ae9ef1fc37.pdf)| | July 17| [Rowan Street Capital](https://www.rowanstreet.com/post/rowan-street-q2-2025-letter)| 20.1%| July 17| META, SPOT [Upslope Capital](https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/6876393ba5a3006a73a49ffc/1752578364438/Upslope+-+2025Q2+Letter.pdf)| 3.4%|July 17| EVR, FCN, SMIN.LON …