LFCRLifecore Biomedical Inc. Common Stock

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]

Customer demand inflection expected in 2027 despite Q2 revenue decline.

Moby summary of Lifecore Biomedical, Inc.'s Q2 2026 earnings call

Despite a 6.2% revenue dip, Lifecore secures nine new programs and reaffirms 2026 guidance, positioning for a 200% demand surge from its largest customer by 2028.

Lifecore Biomedical (NASDAQ:LFCR) reaffirmed its 2026 revenue and adjusted EBITDA guidance while outlining plans to support sharply higher fill-finish demand from its largest customer beginning in 2027. For the second quarter ended June 30, 2026, the contract development and manufacturing organizat

Laughing Water Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The second quarter was exceptionally good for the portfolio, with Class A investment in Laughing Water Capital returning approximately 39.8% net of all fees and expenses, bringing the YTD return to approximately 33.6% net. […]