Halvio Capital adds Mestek, exits Daktronics in Q3

* Funds managed by Halvio Capital outperformed in the third quarter, returning 12.6% against Dow Jones' 5.7%, S&P 500's 8.10%, Russell 2000's 12.4% and TSX's 12.5%.
* The fund increased its position in Cipher Pharmaceuticals (OTCQX:CPHRF [https://seekingalpha.com/symbol/CPHRF]) (TSX:CPH:CA [https://seekingalpha.com/symbol/CPH:CA]) and took new positions in Mestek (OTCPK:MCCK [https://seekingalpha.com/symbol/MCCK]).
* During the quarter, Halvio Capital exited Currency Exchange International (OTCPK:CURN [https://seekingalpha.com/symbol/CURN]) (TSX:CXI:CA [https://seekingalpha.com/symbol/CXI:CA]), Medical Facilities (OTCPK:MFCSF [https://seekingalpha.com/symbol/MFCSF]) (TSX:DR:CA [https://seekingalpha.com/symbol/DR:CA]), and Daktronics (NASDAQ:DAKT [https://seekingalpha.com/symbol/DAKT]), among others.
* Fund Letter [https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/68e395c7b1007143265fa638/1759745479062/Q3+2025+Letter+.pdf]

MORE ON DAKTRONICS, CURRENCY EXCHANGE INTERNATIONAL, ETC.

* Daktronics, Inc. 2026 Q1 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4823468-daktronics-inc-2026-q1-results-earnings-call-presentation]
* Currency Exchange International, Corp. (CXI:CA) Q3 2025 Earnings Call Transcript [https://seekingalpha.com/article/4822094-currency-exchange-international-corp-cxi-ca-q3-2025-earnings-call-transcript]
* Daktronics, Inc. (DAKT) Q1 2026 Earnings Call Transcript [https://seekingalpha.com/article/4821636-daktronics-inc-dakt-q1-2026-earnings-call-transcript]
* Daktronics outlines 7% to 10% annual growth target through 2028 while strengthening backlog and margins [https://seekingalpha.com/news/4493834-daktronics-outlines-7-percent-to-10-percent-annual-growth-target-through-2028-while]
* Daktronics GAAP EPS of $0.33 beats by $0.12, revenue of $218.97M beats by $22.07M [https://seekingalpha.com/news/4493665-daktronics-gaap-eps-of-0_33-beats-by-0_12-revenue-of-218_97m-beats-by-22_07m]