Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 15, 2026 | Riverwater Partners Small Cap Strategy | - | - | ADEA, ATMU, CNX, DGII, KALU, KGS, LMAT, LOPE, LWAY, MIDD, MOD, NTCT, OII, PDFS, PWP, SNEX, STVN, TALK, VECO, WERN | AI, energy, healthcare, materials, Quality, semiconductors, small caps | View | ||
| 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 |
View | |
| 2024 Q3 | Oct 31, 2024 | Rewey Asset Management | 9.8% | 18.5% | AAPL, AMZN, GOOG, INTT, KD, LWAY, META, MSFT, NVDA, ORCL, SAP, TSLA, VMW | active management, rates, small caps, technology, value | Manager believes small and smid-cap value stocks are experiencing a rotation driven by Fed rate cuts and investor neglect. The Russell 2500 Value outperformed the S&P 500 in Q3, and the manager sees this as the beginning of a broader trend supported by undervaluation, Fed rate cuts, and soft economic landing expectations. | KD INTT LWAY |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Fund Letters | Riverwater Micro Opportunities Strategy | Lifeway Foods | Packaged Foods | Packaged Foods & Meats | Bull | NASDAQ | capacity expansion, consumer staples, Distribution growth, gut health, health and wellness, Kefir, margin expansion, Packaged Foods, Probiotics | View Pitch |
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | Lifeway Foods | Consumer Staples | Packaged Foods & Meats | Bull | NASDAQ | consumer staples, Dairy, margin expansion, Neglected Stock, Packaged Foods, Probiotic, Revenue Growth, takeover target, Value | View Pitch |
| Aug 7, 2025 | Substack | Idea Hive | Lifeway Foods | Consumer Staples | Packaged Foods | Bull | NASDAQ | — | 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. | ||||||||