LongMAMASep 2026
Mama's Creations
Immersion believes investors misinterpreted a temporary margin decline at Mama's Creations. The company incurred expenses in the first quarter to prepare for new Walmart product…
MAMA
1 published idea on Mama's Creations across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Mama's Creations: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Immersion believes investors misinterpreted a temporary margin decline at Mama's Creations. The company incurred expenses in the first quarter to prepare for new Walmart product…