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Riverwater Sustainable Value Strategy's investment thesis on Limoneira ($LMNR) — Q4 2025 | Buyside Digest

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$LMNRNASDAQLimoneira

BULL

Riverwater Sustainable Value Strategy—LMNR

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$13.79USD

-8.0% vs last month

$12.78Pitched

+7.9% since pitch

Market Cap$250.0M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q4 2025, the Sustainable Value Strategy underperformed its benchmark, the Russell 2500 Value Index, due to stock selection in an environment where low-quality, speculative assets outperformed quality factors. Top quarterly contributors...

— Adam J. Peck, CFA

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What other investors think about $LMNR, and what else Riverwater Sustainable Value Strategy is buying.

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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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