Riverwater Partners LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Limoneira CO with a value of $5.31M, Msci Eafe Value ETF with a value of $5.08M, Cnx Resources Corp with a value of $4.77M, Tecnoglass Inc. with a value of $4.3M, and Grand Canyon Education, Inc. with a value of $4.2M.

Examining the 13F form we can see an increase of $62.3M in the current position value, from $119M to 181M.

Below you can find more details about Riverwater Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
Financial Services: $30.3 Million
Healthcare: $24.5 Million
Industrials: $22.3 Million
Technology: $21.7 Million
Consumer Defensive: $14.8 Million
Communication Services: $12.2 Million
Consumer Cyclical: $12 Million
ETFs: $11.8 Million
Other: $29.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $181 Million
  • Prior Value $119 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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