Liberty Park Capital Q4 2025 Letter To Partners

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Dear Partner:

Liberty Park Fund, LP’s value decreased by 7.36%, net of fees, in the fourth quarter of 2025 vs. a 2.19% increase in the Russell 2000 (^RUT). The 6.30% decrease in our long positions detracted 5.30% on a weight-adjusted basis, while the 4.02% increase in our shorts detracted 1.47% on a weight-adjusted basis. Gross exposure averaged 166.63%. Net exposure averaged 16.11%. Gross Pure Alpha 1 — our proprietary measure of returns generated from stock selection— was -4.56% for the quarter.

Liberty Park Select Opportunities, LP’s value decreased by 5.02% net of fees, in the third quarter. Gross exposure averaged 96.27%.

Liberty Park Fund 1 Liberty Park Select Opportunities 2 Benchmark Returns
Average Net Long Exposure Net Return Net Return Russell 2000
Dec-25 7.89% 5.02% 2.39% -0.58%
4Q25 16.11% -7.36% -5.02% 2.19%
2025 38.08% -8.34% 14.94% 12.81%
Annualized Trailing 3 Years 35.72% 7.33% 24.35% 13.73%
Annualized Since Inception 21.24% 5.21% 12.30%

1.) Inception February 2011

2.) Inception February 2016

3.) Subject to change based on delays in fund reporting

**Please see final page for disclaimers**

4Q25 Performance Analysis

We are proud of Liberty Park Select’s 2025 performance. We outpaced the index without any exposure to the unprofitable, hype-driven companies that propelled market returns this year.

Since the Fed started cutting interest rates in 2024, the market has exhibited extraordinarily narrow breadth, with gains concentrated in large-cap technology stocks and speculative companies related to artificial intelligence and data centers. Our investment strategy relies heavily on identifying recurring market patterns. The current environment bears striking similarities to past market excesses: companies without revenue or profits are propelling major indices higher, while SPACs and IPOs are experiencing renewed frenzy. Liberty Park Fund, LP clearly was too early shorting many of these companies and predicting the AI bubble would burst, but we still think a reset is inevitable.

Long Performance

Best Performing Longs
Name Ticker Return LPF Contribution Select Contribution
Bel Fuse Inc Class BELFB (BELFB) 19.09% 0.70% 1.47%
Mayville Engineering Company (MEC) MEC (MEC) 37.24% 0.62% N/A
Xometry Inc (XMTR) XMTR (XMTR) 13.41% 0.57% 1.12%

  • BELFB delivered a strong 4Q25 with sales up 45% year-over-year and higher-than-expected guidance. The performance reflects robust demand across all segments, particularly in the aerospace & defense and networking markets.
  • MEC’s increase was driven by the company’s strong third-quarter earnings release, which beat analyst expectations on both revenue and earnings. The results also highlighted progress from the recent Accu-Fab acquisition, which increased the company’s exposure to data centers/critical power.
  • XMTR reported another better-than-expected quarter where marketplace revenue accelerated to 31%. Enterprise growth remained >40%.

Worst Performing Longs
Name Ticker Return LPF Contribution Select Contribution
Arq (ARQ) Inc (ARQ) ARQ -53.75% -1.05% N/A
Thryv Holdings (THRY) THRY (THRY) -48.29% -1.03% N/A
Lakeland Industries (LAKE) LAKE (LAKE) -40.07% -1.02% N/A

  • ARQ shares fell after third quarter results disappointed. Ongoing delays in granular activated carbon (GAC) production ramp-up led to downward revisions to guidance.
  • THRY reported deteriorating organic SaaS metrics that raised concerns over the company’s long-term outlook.
  • LAKE’s 3Q25 results fell short of analysts’ estimates. UL certification for the company’s new NFPA-compliant turnout gear took longer than expected and pushed out orders/shipments.

Short Performance

In the second half of 2025, investors aggressively chased risk-on opportunities, particularly anything positioned to benefit from the AI boom. While we believe AI holds transformative potential comparable to the internet over the coming decades, the current frenzy echoes the dot-com bubble: many—if not most—of today’s market favorites are unlikely to survive in their current form, let alone dominate, a decade from now.

Across corporate America, nearly every company is racing to integrate AI in hopes of slashing labor costs and boosting revenue. Yet despite cumulative spending commitments and infrastructure investments reaching into the trillions, very few businesses are reporting meaningful incremental revenue from AI today. Cost savings remain modest in most cases, and broad financial impact is still emerging slowly rather than delivering immediate, widespread returns.

In our view, the AI trade was essentially priced-to-perfection in October 2025. The industry cannot realistically announce more spending before 2030 because the vendors that provide the basic building blocks (e.g., human labor, power supply, data center equipment) are already sold out through then.

Portfolio Outlook

As mentioned, the stock market’s gains in recent years have been very narrow. Likewise, the real economy hasn’t been that great. The housing market, for example, has been in the doldrums since 2022, and it is the largest employer in our economy.

AI investment fatigue is coming. OpenAI is losing market share rapidly to Alphabet (GOOGL), raising questions about durable moats and whether the massive capital investments can ever generate positive returns. The gap between OpenAI’s 2025 revenue of $13 billion and the hundreds of billions needed to justify the spending is enormous.

History shows that every technology boom eventually sees asset prices fall as hype fades. AI infrastructure will be no different. Construction delays, efficiency improvements, and supply chain catchup will cause the data center market to cool. Already, we are seeing news of delays and pushback.

Headed into 2026, the Federal Reserve has already cut interest rates meaningfully. There may be room for a few more cuts, but we aren’t far from neutral. The economy and investors will have to stand on their own. Hopefully, this forces people to begin analyzing fundamentals for a change. If fundamentals matter, we like how our portfolios are positioned.

In Full Disclosure

In our last letter, we announced our plans to begin offering single-idea, special purpose vehicles (SPVs) to investors who want to size-up our favorite ideas beyond our portfolios’ risk management limits. To ready his own personal cash for these SPVs, Charles Murphy will move $100,000 of his investment in Liberty Park Fund, LP to the SPV broker in 1Q26. We will waive normal redemption requirements for other investors to facilitate similar transactions.

Charles P. Murphy, CFA, Managing Partner, Portfolio Manager

Kurt A. Probe, CFA, Partner, Co-Portfolio Manager, Director of Research

Andrew Wang, Partner, Co-Portfolio Manager, Analyst


Disclaimers

This quarterly letter, furnished on a confidential basis to the recipient, does not constitute an offer of any securities or investment advisory services. It is intended exclusively for the use of the person to whom it has been delivered by Liberty Park Fund, LP and it is not to be reproduced or redistributed to any other person without the prior written consent of the Fund.

This information has been compiled by Liberty Park Capital Management, LLC and while it has been obtained from sources deemed to be reliable, no guarantee is made with respect to its accuracy.

The Fund does not represent that the information herein is accurate, true or complete, makes no warranty, express or implied, regarding the information herein and shall not be liable for any losses, damages, costs or expenses relating to its adequacy, accuracy, truth, completeness or use.

This quarterly letter is subject to a more complete description and does not contain all of the information necessary to make an investment decision, including, but not limited to, the risks, fees and investment strategies of the Fund.

Any offering is made only pursuant to the relevant private offering memorandum, together with the current financial statements of the Fund, if available, and a relevant subscription application, all of which must be read in their entirety. No offer to purchase interests will be made or accepted prior to receipt by an offeree of these documents and the completion of all appropriate documentation.

Liberty Park Fund, LP and Liberty Park Select Opportunities, LP returns are audited; however, all other figures are estimated and unaudited.

Net results reflect the net realized and unrealized returns to a limited partner after deduction of all operational expenses (including brokerage commissions), management fees and performance allocations. Performance data assume reinvestment of all distributions. Actual returns will vary from one limited partner to the next in accordance with the terms of the fund’s limited partnership agreement. Past performance is not indicative of future results and investors risk loss of their entire investment. Performance results are shown for the period from March 2011 through December 2025.

References in this presentation are made to the Russell 2000 Index for comparative purposes only. Liberty Park Fund, LP and Liberty Park Select Opportunities, LP may be less diversified than the Russell 2000 Index. The Russell 2000 Index may reflect positions that are not within Liberty Park Fund, LP’s investment strategy.

Gross Pure Alpha 1 is a metric we use internally to monitor our stock selection performance. Gross Pure Alpha = Gross Return – Leverage Contribution – Beta Contribution. Leverage Contribution = Gross Return – [(Gross Return / Average Gross Exposure (when greater than 100%)]). Beta Contribution = Russell 2000 Index Return x Average Net Exposure.Alpha 2 is a Beta-Adjusted Alpha calculation. Alpha = Net Return – (Fund Beta x Russell 2000 Index Return)


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Editor’s Note: The summary bullets for this article were chosen by Seeking Alpha editors.

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