RP

Riverwater Partners LLC

13F
Riverwater Partners LLC
Last update 2024-10-23 206 Stocks (33 new)
Value $201.00 Mil Turnover 33 %
Countries:
Top Holdings: CLSE(6.30%)LMNR(2.60%)EFV(2.50%)CNX(2.40%)TGLS(2.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Riverwater Partners LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CLSE 		Convergence Long/Short Equity ETF
569,544
12700.830
-12.69%
6.300
-1.32%
7.190
+14.70%
+40.39%
200.827
 
LMNR 		Limoneira Co
200,423
5245.070
+47.34%
2.600
+0.84%
1.110
+35.01%
+33.08%
490.830
Consumer Packaged Goods
EFV 		iShares MSCI EAFE Value ETF
88,285
5034.010
0%
2.500
0%
0.030
+1.37%
+3.21%
18707.983
 
CNX 		CNX Resources Corp
146,363
4838.760
+124.24%
2.400
+1.33%
0.100
+44.83%
+92.05%
5743.958
Oil & Gas
TGLS 		Tecnoglass Inc
62,664
4355.200
+20.66%
2.160
+0.37%
0.130
+32.86%
+61.36%
3474.833
Building Materials
LOPE 		Grand Canyon Education Inc
29,636
4174.820
+134.26%
2.070
+1.19%
0.100
+19.77%
+28.43%
4958.863
Education
IDCC 		InterDigital Inc
28,641
4148.080
+111.95%
2.060
+1.09%
0.110
+35.90%
+75.39%
4791.232
Software
ICFI 		ICF International Inc
23,732
3905.500
+70.06%
1.940
+0.80%
0.130
+8.62%
+25.78%
3161.329
Business Services
MOD 		Modine Manufacturing Co
27,658
3646.430
+17.73%
1.810
+0.27%
0.050
+23.39%
+108.90%
6554.485
Vehicles & Parts
HAE 		Haemonetics Corp
44,841
3556.340
+185.03%
1.770
+1.15%
0.090
+25.17%
+9.29%
4689.908
Medical Devices & Instruments

Riverwater Partners LLC's Historical Top Holdings Breakdowns

Riverwater Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CNX 		CNX Resources Corp2024-09-30Add
+1.33%
●
24.01 ($26.93) 32.57
$38.48
42.89%
Add 124.24%
146,363
81,092
CLSE 		Convergence Long/Short Equity ETF2024-09-30Reduce
-1.32%
●
20.24 ($21.38) 22.27
$24.03
12.39%
Reduce -12.69%
569,544
-82,771
CBT 		Cabot Corp2024-09-30New Buy
+1.29%
●
86.96 ($99.65) 111.77
$112.54
12.94%
New holding
23,415
23,415
LOPE 		Grand Canyon Education Inc2024-09-30Add
+1.19%
●
136.56 ($144.4) 155.95
$170.12
17.81%
Add 134.26%
29,636
16,985
SNEX 		StoneX Group Inc2024-09-30New Buy
+1.16%
●
73.76 ($79.6) 84.42
$97.76
22.81%
New holding
28,798
28,798
UEC 		Uranium Energy Corp2024-09-30New Buy
+1.16%
●
4.26 ($5.43) 6.85
$7.68
41.44%
New holding
344,289
344,289
HAE 		Haemonetics Corp2024-09-30Add
+1.15%
●
72.45 ($80.79) 91.58
$93.38
15.58%
Add 185.03%
44,841
29,109
LMAT 		LeMaitre Vascular Inc2024-09-30Add
+1.10%
●
80.3 ($86.65) 92.89
$103.27
19.18%
Add 334.26%
31,701
24,401
IDCC 		InterDigital Inc2024-09-30Add
+1.09%
●
116.28 ($131.08) 141.63
$189.18
44.32%
Add 111.95%
28,641
15,128
ANIK 		Anika Therapeutics Inc2024-09-30Add
+1.07%
●
24.25 ($25.93) 28.75
$16.87
-34.94%
Add 539.11%
101,996
86,037

Riverwater Partners LLC Total Holding History ($B)

To

Riverwater Partners LLC's Asset Allocation

To

Riverwater Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Riverwater Partners LLC's Hypothetical Growth since 2024-09-30

Riverwater Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Riverwater Partners LLC's Holdings Heat Map

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Riverwater Partners LLC's Holdings Bubble Chart

Riverwater Partners LLC News

  • 1

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