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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Added during the quarter as a differentiated play on the multi-year infrastructure buildout, offering composite matting solutions.
— Nathan Fredrick, CFA
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Other investors who've written on NPK International Inc.
NPK International ($NPKI), the fund's largest holding at 5.39%, designs, manufactures, and rents heavy-duty composite matting systems utilized for temporary ground protection and access roads during utility power transmission and construction works. The manager is...
NPK International (NPKI) was the strategy's leading contributor during the quarter.
More institutional theses from Riverwater Partners Small Cap Strategy
AtriCure ($ATRC) specializes in surgical devices for cardiac ablation and left atrial appendage management to treat atrial fibrillation and post-operative pain, representing an average weight of 3.88% during the quarter. The manager maintains...
Red Violet ($RDVT) provides proprietary big-data analytics and identity intelligence solutions through its cloud-based IDI and FOREWARN platforms, accounting for an average 2.59% weighting. The manager is...
PDF Solutions ($PDFS) delivers specialized analytics, software, and intellectual property that optimize manufacturing yields and operational efficiency across the semiconductor supply chain, representing an average weight of 2.53%. The manager remains...