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Riverwater Sustainable Value Strategy's investment thesis on Limoneira ($LMNR) — Q2 2025 | Buyside Digest

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$LMNRNASDAQLimoneira

BULL

Riverwater Sustainable Value Strategy—LMNR

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$13.79USD

-8.0% vs last month

$16.35Pitched

-15.7% since pitch

Market Cap$250.0M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Sustainable Value Strategy underperformed the Russell 2500 Value Index in Q2 2025 due to adverse stock selection during a speculative, lower-quality market rally. Despite the quarter's...

— Adam J. Peck, CFA

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Other investors who've written on Limoneira

Riverwater Sustainable Value StrategyBULL

Pitched Mar 31, 2025

Limoneira experienced a steep sell-off following the conclusion of its strategic review, which did not result in an outright sale. Despite this setback,...

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