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Riverwater Partners
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Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
Riverwater Partners disclosed in its Q2 2026 investor letter that it established a position in The Middleby Corporation (NASDAQ:MIDD) in May. The firm believes the separation of Middleby's food proces
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Riverwater Partners Q2 Investor Letter: Semiconductor software company PDF Solutions (PDFS) returned 52% in Q2; the fund increased its stake during the share price pullback.
Riverwater Partners noted in its Q2 2026 investor letter that PDF Solutions, a provider of yield analysis and data software for semiconductor manufacturers, delivered approximately 52% returns in the
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Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
Riverwater Partners disclosed in its Q2 2026 investor letter that it established a position in The Middleby Corporation (NASDAQ:MIDD) in May. The firm believes the separation of Middleby's food proces
-
Riverwater Partners Q2 Investor Letter: Semiconductor software company PDF Solutions (PDFS) returned 52% in Q2; the fund increased its stake during the share price pullback.
Riverwater Partners noted in its Q2 2026 investor letter that PDF Solutions, a provider of yield analysis and data software for semiconductor manufacturers, delivered approximately 52% returns in the
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Riverwater Partners
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