CCB

CCB

CCB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 15, 2026	Riverwater Micro Opportunities Strategy	-	-	AVD, CCB, LXU, NPKI, PLOW, RDVT, RNGR, TALK	AI, energy, Fertilizers, Geopolitical, healthcare, materials, Microcap, private credit		LXU TALK RNGR CCB RDVT PLOW NPKI	View
2026 Q1	Apr 15, 2026	Riverwater Partners Small Cap Strategy	-	-	ADEA, ATRC, CCB, CWK, GOOS, MOD, PWP, TALK, TILE, TNC	AI, energy, Geopolitical, Quality, small caps, technology, value		CWK PWP TALK ATRC CCB ADEA MOD	View
2024 Q4	Dec 31, 2024	Riverwater Micro Opportunities Strategy	-	-	AEHR, AMRK, CCB, LEU, MEC, SSSS, TTAN, UROY	AI, Banking, industrials, Microcaps, nuclear, Onshoring, technology, uranium	The Materials sector was a standout performer driven by investments in nuclear power and uranium, which continues to present significant long-term opportunities. The strategy initiated a position in Uranium Royalty Corp. (UROY) to align with this long-standing focus on the nuclear power and uranium theme.	SSSS UROY AMRK CCB	View
2024 Q4	Dec 31, 2024	Prosper Stars & Stripes	2.6%	11.7%	ALGM, BE, BELFB, BIRK, CCB, ENS, FTAI, KNF, MIR, NCNO, ORION, PACK, PKX, PRTY, RGLD, SRAD, STAA, TALEN, TEKK	healthcare, industrials, Long/Short, mid cap, small cap, technology			View
2025 Q3	Oct 24, 2025	NCG Micro Cap Growth Strategy	4.6%	5.2%	ADMA, ADPT, AEHR, AMPX, AMSC, AORT, APLD, ATRO, BRCF, CCB, CDNA, EVLV, FEIM, KEST, LEU, LMB, OPRX, PAR, PGY, PI, PKE, PL, PRCH, WULF, XMTR, ZETA	AI, defense, growth, Micro Cap, nuclear, Onshoring, small cap	AI infrastructure buildout is spurring significant investment and capital expenditures, driving new growth opportunities for innovative companies across technology, industrials, and energy sectors. The infrastructure needed to support AI development is creating substantial near-term investment opportunities.	ATRO	View
2025 Q3	Oct 16, 2025	Riverwater Micro Opportunities Strategy	-	-	ABEO, ALLT, ARIS, AVBC, AVD, BDC, CCB, DCTH, IRMD, MAMA, MEC, NPKI, TILE, UROY, UTL	AI, Banking, healthcare, Microcap, nuclear, Quality, uranium, value	Nuclear power gained momentum as a clean energy solution for AI data centers, with uranium prices strengthening into the high $70s low $80s per pound range. The manager maintains long-standing conviction that nuclear energy will play a critical role in meeting exponential growth in power demands from artificial intelligence infrastructure.	AVD ALLT AVBC DCTH UROY	View
2025 Q4	Jan 21, 2026	NCG Small Cap Growth Strategy	4.2%	8.3%	ADPT, ATEC, AVPT, AXGN, BETA, BLND, CCB, CELH, COHR, ELF, KNX, KVYO, MTSI, PCOR, PEGA, PI, PRCH, QTWO, TOL, TTAN, UTI, WAL, WULF	active management, growth, healthcare, industrials, Outperformance, Quality, small caps, technology	The manager emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming. The S&P 600 Growth Index, which requires profitability, underperformed broader small cap indexes that included unprofitable companies. Biotech was a significant area of outperformance in small cap indexes during 2025, contributing approximately 8 points to the Russell Microcap Growth Index return. The manager has maintained low or no exposure to biotech, which contributed to relative underperformance. They continue to view many biotech business models as unproven despite strong recent performance. The portfolio includes holdings in AI infrastructure companies as part of their technology sector overweight. The manager sees strong growth prospects in AI-related investments and believes these companies are trading at attractive valuations within their diversified technology holdings. Nuclear energy was identified as one of the specific areas of outsized strength in small cap markets during 2025. The portfolio maintains exposure to the nuclear energy market through one company in their energy allocation, reflecting their focus on emerging energy themes.		View
2025 Q1	Mar 31, 2025	Riverwater Micro Opportunities Strategy	-	-	ALRS, ARIS, CCB, CLMB, IMXI, LMNR, NPKI, RDVT, TGLS, UROY, UTL	Defensive, energy, healthcare, Microcap, Quality, technology, Utilities	Aris Water Solutions provides infrastructure and water recycling solutions to energy producers in Texas. The company benefits from growing regulatory focus on water reuse and rising demand for sustainable infrastructure, positioning it well for secular ESG trends.	RDVT CLMB LMNR ARIS	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 23, 2026	Fund Letters	Riverwater Partners Small Cap Strategy	Coastal Financial Corporation	Banks - Regional	Banks	Neutral	NASDAQ	BaaS Model, Banking As A Service, fee income, Fintech Partnerships, Partner Deposits, Private Credit	View Pitch
Apr 23, 2026	Fund Letters	Riverwater Micro Opportunities Strategy	Coastal Financial Corporation	Banks - Regional	Regional Banks	Neutral	NASDAQ	AI disruption, Banking As A Service, Credit Conditions, fee income, Fintech, Partner Deposits, regional bank	View Pitch
Apr 13, 2026	Fund Letters	Riverwater Micro Opportunities Strategy	Coastal Financial Corporation	Financials	Regional Banks	Bull	NASDAQ	BaaS, Banking As A Service, Embedded finance, Fintech Partnerships, growth, regional banks, SMB Banking, Washington	View Pitch

BSD Shareholders of CCB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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