| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Value Investors Club | huxley12 | Zevia PBC | Consumer Discretionary | Specialty Retail | Bull | New York Stock Exchange | Branding, Consumer products, e-commerce, Marketing, merchandising, retail | 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. | ||||||||