TIDEFALL CAPITAL MANAGEMENT

Key Manager/Person/CIO: Trevor Scott

Fund Size: Between $25 to $100 million

Most Recent Shareholder Letter: Apr 21, 2024

Stock	Company	1 Month Performance	6 Month Performance	1 Year Performance	Date Mentioned	Performance Since Mentioned	Source
BTI	British American Tobacco	-7.37%	-10.41%	-2.30%	Jan 21, 2024	116.36%	Investment Letter
FHN	First Horizon Corp	-4.35%	-0.29%	8.53%	Jul 15, 2023	112.16%	Investment Letter
PDD	PDD Holdings Inc.	6.16%	-17.91%	-31.56%	Jul 16, 2024	-35.40%	Investment Letter
BMBL	Bumble Inc.	1.07%	-2.74%	-55.69%	Oct 14, 2024	-57.99%	Investment Letter

Note: There may be other stocks in the portfolio, but we only track publicly disclosed, U.S. listed long positions.

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