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Cedar Grove Capital Management

Quaterly Letters

Quaterly Letters

CGCM Q2'26 Quarterly Letter

Jul 12, 2026

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2 min read

CGCM Q2'26 Quarterly Letter

Paul Cerro

Cedar Grove Capital Management

Multi-strategy equity research focused on L/S, M&A Arb, and other Special Situations.

© 2026 Cedar Grove Capital Management.

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