Riverwater Partners

Riverwater Micro Opportunities

US Small-cap Opportunistic

Dec 2024 → Jun 2026

Our archive holds 6 letters from this strategy, behind 14 investment theses and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.

6 letters in 3 years — follow all of Riverwater Partners for every strategy.

What it bought and sold

  • TrimmediRadimed CorporationJun 2026
    We trimmed iRadimed (IRMD) in early May: the position had grown beyond 5% of the portfolio,
  • AddedLifeway Foods, Inc.Jun 2026
    We added Lifeway Foods (LWAY) in April, the dominant U.S. producer of kefir.
  • ExitedZevia PBCJun 2026
    We honored that commitment and exited the position at a modest gain.
  • TrimmedMama's Creations, Inc.Jun 2026
    We trimmed Mama's Creations (MAMA) in May for similar reasons: after a strong run the stock carried a premium multiple for a food company facing tougher comparisons,
  • New positionStrattec Security Corp.Jun 2026
    We also initiated Strattec Security (STRT) in April.
  • With the stock more than doubling, we trimmed the position in stages during the quarter, consistent with our sizing discipline in names that have run sharply.
  • We increased CRA International (CRAI), the litigation and economic consulting firm,
  • AddedAllot Ltd.Jun 2026
    We also increased Allot (ALLT), the network intelligence and security software provider, following a substantial buyback announcement,

Also held

Its investment theses

Every letter