Riverwater Partners
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Riverwater Partners Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
Riverwater Partners Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
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Riverwater Partners Initiated a Position in Werner Enterprises (WERN) in Q2 2026, Anticipating Benefits from Industry Consolidation
Investment management company Riverwater Partners disclosed in its Q2 2026 investor letter that it built a stake in Werner Enterprises (NASDAQ:WERN), a truckload carrier. The firm believes a landmark
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Riverwater Partners Initiated Position in Oceaneering International (OII) in Q2 2026, Citing Offshore Energy Spending Recovery
The investment management company added Oceaneering International (OII), a subsea engineering and offshore services firm, to its Small Cap Strategy portfolio in the second quarter of 2026. Riverwater
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Riverwater Partners initiated a position in Stevanato Group (STVN) in Q2 2026, believing the market overreacted to the launch of oral GLP-1s.
In its Q2 2026 investor letter, the investment management company stated that STVN's stock sold off following the launch of oral GLP-1s, which many believe would end the need for injectable forms. How
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Riverwater Partners added Kaiser Aluminum (KALU) to its Q2 2026 Small Cap Strategy portfolio, citing Middle East supply disruptions and tariffs supporting elevated aluminum prices through 2027.
Riverwater Partners, an investment management company, stated in its Q2 2026 investor letter that it purchased Kaiser Aluminum Corporation (NASDAQ:KALU) due to approximately 2.5 million tons of global
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Riverwater Partners initiated a position in NetScout Systems (NTCT) in Q2 2026, viewing it as an undervalued digital transformation beneficiary.
The investment management company disclosed in its Q2 2026 investor letter that it began building a position in NetScout Systems (NASDAQ:NTCT) in April. Riverwater Partners highlighted NetScout System
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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 Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
Riverwater Partners Exited Perella Weinberg (PWP) After Firm Announced ~10% Workforce Reduction, Citing Prolonged M&A Drought for Smaller Advisors
-
Riverwater Partners Initiated a Position in Werner Enterprises (WERN) in Q2 2026, Anticipating Benefits from Industry Consolidation
Investment management company Riverwater Partners disclosed in its Q2 2026 investor letter that it built a stake in Werner Enterprises (NASDAQ:WERN), a truckload carrier. The firm believes a landmark
-
Riverwater Partners Initiated Position in Oceaneering International (OII) in Q2 2026, Citing Offshore Energy Spending Recovery
The investment management company added Oceaneering International (OII), a subsea engineering and offshore services firm, to its Small Cap Strategy portfolio in the second quarter of 2026. Riverwater
-
Riverwater Partners initiated a position in Stevanato Group (STVN) in Q2 2026, believing the market overreacted to the launch of oral GLP-1s.
In its Q2 2026 investor letter, the investment management company stated that STVN's stock sold off following the launch of oral GLP-1s, which many believe would end the need for injectable forms. How
-
Riverwater Partners added Kaiser Aluminum (KALU) to its Q2 2026 Small Cap Strategy portfolio, citing Middle East supply disruptions and tariffs supporting elevated aluminum prices through 2027.
Riverwater Partners, an investment management company, stated in its Q2 2026 investor letter that it purchased Kaiser Aluminum Corporation (NASDAQ:KALU) due to approximately 2.5 million tons of global
-
Riverwater Partners initiated a position in NetScout Systems (NTCT) in Q2 2026, viewing it as an undervalued digital transformation beneficiary.
The investment management company disclosed in its Q2 2026 investor letter that it began building a position in NetScout Systems (NASDAQ:NTCT) in April. Riverwater Partners highlighted NetScout System
-
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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