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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, AEHR, ALRS, AMRK, ARIS, DCBO, LAKE, LEU, LMNR, NCMI, NPKI, PLOW, RDVT, SSSS, TILE, UROY, UTL | Defensive, energy, Gene Therapy, materials, Microcap, nuclear, Quality, Utilities | Nuclear power is positioned as critical infrastructure for AI data centers and decarbonization goals. Big tech firms are securing long-term nuclear power deals and investing in small modular reactors. Policy environment supports quadrupling nuclear electricity by 2050 through reformed licensing and federal backing. | TILE ABEO LEU TILE ABEO ARIS LEU |
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| 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 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Substack | Stock Pursuit | Suro Capital | Financials | Closed-End Fund | Bull | Nasdaq Stock Market | AI sector, ARK Deep Ventures Fund, closed-end fund, High Growth, investment strategy, Late-Stage, OpenAI, Private Companies, Suro Capital, Venture-Backed | View Pitch |
| Apr 13, 2026 | Fund Letters | Riverwater Micro Opportunities Strategy | SuRo Capital Corp. | Financials | Asset Management & Custody Banks | Bull | NASDAQ | AI, growth, IPO pipeline, NAV discount, private equity, Public Markets, technology, Venture Capital | 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. | ||||||||