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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 27, 2026 | Third Avenue Small-Cap Value Fund | 12.8% | 21.7% | ALG, BCC, BXC, CPRX, CRAI, ECPG, ICFI, KALU, LXU, MMS, MYRG, PB, PRA, SD, SUPN, TDW, TMHC, TPH, UMBF, UNF | Government IT, Homebuilders, M&A, Pharmaceuticals, Regional Banks, small caps, takeovers, value | CRAI TMHC |
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| 2026 Q2 | Jul 15, 2026 | Riverwater Micro Opportunities Strategy | - | - | ALLT, CELH, CRAI, FSBC, HTLD, IRMD, LMAT, LWAY, LXU, MAMA, MEC, PWP, RDVT, STRT, TILE, UROY, ZVIA | Consumer Staples, energy, healthcare, industrials, Microcap, Quality, Speculation, value | LWAY LXU RDVT MEC |
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| 2024 Q1 | Apr 15, 2024 | Riverwater Micro Opportunities Strategy | -0.4% | -2.8% | ASLE, CRAI, HBIO, HDSN, LEU, LMAT, LMNR, MEC, NYCB, PGY, PWP, TGLS, VECO | AI, Banking, healthcare, industrials, Microcap, SPACs, uranium, value | Manager views CRE challenges as largely manageable, confined to major cities with lower-grade office spaces or multifamily units. The NYCB situation is assessed as unique to New York's CRE market and rent-controlled multifamily units. This presents an opportunity to potentially add banks that have been unjustly discounted in the market turmoil. | CRAI ASLE PGY |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Fund Letters | Third Avenue Small-Cap Value Fund | CRA International, Inc. | Consulting Services | Research & Consulting Services | Bull | NASDAQ | antitrust, Economic Consulting, Expert Services, Legal Consulting, Litigation Support, M&A Advisory, Management alignment, operating leverage, Share Buyback, Value | View Pitch |
| Apr 13, 2026 | Fund Letters | Riverwater Micro Opportunities Strategy | CRA International Inc | Industrials | Research & Consulting Services | Bull | NASDAQ | antitrust, Consulting, Economic Consulting, M&A Advisory, professional services, Regulatory, Utilization Rate | View Pitch |
| 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. | ||||||||