Red Mountain Capital Partners LLC Q2 vs. Q3 2020: A Look at Portfolio Holdings

Red Mountain Capital Partners LLC is a hedge fund management company that boasts an impressive history of generating high returns for its investors. The company's Q2 and Q3 2020 13F filings provide insights into the fund's holdings and investment decisions during a turbulent year.

NATURES SUNSHINE PRODS INC

In both Q2 and Q3 2020, Red Mountain Capital Partners LLC held 2,522,983 shares in NATURES SUNSHINE PRODS INC. The value of the shares increased from $22,732,000 to $29,191,000, representing a 28.4% change. NATURES SUNSHINE PRODS INC is a leading natural health and wellness company that specializes in dietary supplements, personal care, and home care products.

MARLIN BUSINESS SVCS CORP

Red Mountain Capital Partners LLC held 2,956,925 shares in MARLIN BUSINESS SVCS CORP during Q2 and Q3 2020. The Q2 value of the shares was $25,016,000, which decreased to $20,846,000 in Q3, representing a -16.7% change. MARLIN BUSINESS SVCS CORP is a commercial finance company that specializes in providing equipment financing solutions to small and mid-sized businesses.

DESTINATION XL GROUP INC

Red Mountain Capital Partners LLC held 8,426,577 shares in DESTINATION XL GROUP INC during both Q2 and Q3 2020. However, the Q2 value of the shares was $5,480,000, which decreased significantly to $2,171,000 in Q3, representing a -60.4% change. DESTINATION XL GROUP INC is a specialty retailer that focuses on providing quality men's clothing in sizes XL and up.

ENCORE CAP GROUP INC

Red Mountain Capital Partners LLC held 43,983 shares in ENCORE CAP GROUP INC during both Q2 and Q3 2020. The Q2 value of the shares was $1,503,000, which increased to $1,697,000 in Q3, representing a 12.9% change. ENCORE CAP GROUP INC is a debt recovery solutions provider that helps people get back on track financially.

AIR TRANSPORT SERVICES GRP INC

Red Mountain Capital Partners LLC held 58,594 shares in AIR TRANSPORT SERVICES GRP INC during both Q2 and Q3 2020. The Q2 value of the shares was $1,305,000, which increased to $1,468,000 in Q3, representing a 12.5% change. AIR TRANSPORT SERVICES GRP INC is a leading provider of air cargo transportation and related services.

Conclusion

In conclusion, Red Mountain Capital Partners LLC's Q2 and Q3 2020 13F filings show that the hedge fund management company made strategic investment decisions during a challenging year. While some holdings like MARLIN BUSINESS SVCS CORP and DESTINATION XL GROUP INC experienced a decline in stock value, others like NATURES SUNSHINE PRODS INC and ENCORE CAP GROUP INC recorded significant gains. It remains to be seen how these investment decisions will play out in the long term, but Red Mountain Capital Partners LLC remains well-positioned to navigate any future changes in the financial landscape.