Riverwater Partners LLC

13F filer · CIK 0001882572

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$337MU.S. long equity reported on 13F

Positions18426 new · 28 closed

Net flow last quarter-$3.3MBuys minus sells

Top 10 positions weight14.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026184 positions
ADEAAdeia Inc.	$7.37M	2.19%	0.20%	-24.3%	Q3 2025
NTCTNetscout Systems Inc	$5.69M	1.69%	0.18%	+210.0%	Q1 2026
IDCCInterDigital, Inc.	$5.61M	1.67%	0.08%	+64.3%	Q2 2023
LOPEGrand Canyon Education, Inc.	$4.99M	1.48%	0.13%	+2.6%	Q4 2021
DGXQuest Diagnostics Inc	$4.58M	1.36%	0.02%	+3.0%	Q4 2021
STVNStevanato Group S.p.A.	$4.47M	1.33%	0.08%	New	Q2 2026
LMNRLimoneira CO	$4.43M	1.32%	1.86%	+2.5%	Q4 2021
AZZAzz Inc	$4.26M	1.26%	0.09%	-7.5%	Q1 2022
PLXSPlexus Corp	$4.11M	1.22%	0.05%	-10.0%	Q4 2021
GOOGLAlphabet Inc.	$3.8M	1.13%	0.00%	-17.0%	Q4 2021
PNFPPinnacle Financial Partners, Inc.	$3.77M	1.12%	0.02%	+22.9%	Q1 2025
CFRCullen/Frost Bankers, Inc.	$3.68M	1.09%	0.04%	+3.4%	Q4 2021
DGIIDigi International Inc	$3.67M	1.09%	0.13%	-8.2%	Q3 2025
PLPCPreformed Line Products Co	$3.66M	1.09%	0.18%	+1.5%	Q3 2025
HAEHaemonetics Corp	$3.57M	1.06%	0.10%	+3.5%	Q4 2022
VECOVeeco Instruments Inc	$3.51M	1.04%	0.08%	-71.3%	Q4 2021
SKWDSkyward Specialty Insurance Group, Inc.	$3.49M	1.04%	0.13%	+25.7%	Q3 2024
SNEXStoneX Group Inc.	$3.44M	1.02%	0.02%	-36.9%	Q4 2021
GFFGriffon Corp	$3.37M	1.00%	0.08%	+3.3%	Q2 2025
KGSKodiak Gas Services, Inc.	$3.3M	0.98%	0.04%	-13.4%	Q4 2025
AAAUGoldman Sachs Physical Gold ETF	$3.27M	0.97%	0.14%	+15.3%	Q4 2021
VMIValmont Industries Inc	$3.26M	0.97%	0.03%	+3.3%	Q3 2025
EXELExelixis, Inc.	$3.26M	0.97%	0.02%	-3.5%	Q4 2024
CROXCrocs, Inc.	$3.25M	0.96%	0.06%	+125.2%	Q1 2022
MDUMdu Resources Group Inc	$3.22M	0.96%	0.07%	+3.2%	Q3 2024
NNNNNN REIT, Inc.	$3.2M	0.95%	0.04%	-13.5%	Q3 2022
PDFSPDF Solutions Inc	$3.18M	0.94%	0.11%	New	Q2 2026
ECGEverus Construction Group, Inc.	$3.14M	0.93%	0.04%	-30.5%	Q4 2024
JLLJones Lang Lasalle Inc	$3.14M	0.93%	0.02%	+3.0%	Q4 2021
ICFIICF International, Inc.	$3.09M	0.92%	0.24%	+2.4%	Q4 2021
NPKINPK International Inc.	$3.04M	0.90%	0.23%	+23.2%	Q3 2023
PNWPinnacle West Capital Corp	$3.01M	0.89%	0.02%	+3.3%	Q4 2021
NVDANvidia Corp	$3.01M	0.89%	0.00%	+39.1%	Q3 2023
AAPLApple Inc.	$2.77M	0.82%	0.00%	+16.4%	Q4 2021
MSFTMicrosoft Corp	$2.59M	0.77%	0.00%	-7.0%	Q4 2021
PLMRPalomar Holdings, Inc.	$2.43M	0.72%	0.07%	+1.5%	Q3 2024
AMAntero Midstream Corp	$2.35M	0.70%	0.02%	+3.1%	Q1 2025
CBTCabot Corp	$2.26M	0.67%	0.05%	+1.5%	Q3 2024
RRCRange Resources Corp	$2.25M	0.67%	0.03%	+4.3%	Q1 2025
MEOHMethanex Corp	$2.25M	0.67%	0.06%	+3.5%	Q1 2026
ATMUAtmus Filtration Technologies Inc.	$2.24M	0.66%	0.05%	-17.4%	Q3 2024
MODModine Manufacturing Co	$2.22M	0.66%	0.02%	-34.7%	Q3 2023
SFMSprouts Farmers Market, Inc.	$2.21M	0.66%	0.03%	+3.1%	Q1 2026
CPKChesapeake Utilities Corp	$2.18M	0.65%	0.07%	+1.6%	Q3 2024
LMATLemaitre Vascular Inc	$2.17M	0.64%	0.10%	+1.5%	Q1 2022
SCHWSchwab Charles Corp	$2.16M	0.64%	0.00%	+7.9%	Q4 2021
BKHBlack Hills Corp	$2.12M	0.63%	0.04%	+1.5%	Q3 2024
AMZNAmazon Com Inc	$2.1M	0.62%	0.00%	+23.9%	Q4 2021
JKHYJack Henry & Associates Inc	$2.08M	0.62%	0.02%	-8.2%	Q1 2026
MIDDMIDDLEBY Corp	$2.05M	0.61%	0.03%	New	Q2 2026

Q1 2026Reported May 8, 2026186 positions
ADEAAdeia Inc.	$7.11M	2.37%	0.27%	+20.0%	Q3 2025
LOPEGrand Canyon Education, Inc.	$5.78M	1.93%	0.13%	+3.7%	Q4 2021
VECOVeeco Instruments Inc	$5.46M	1.82%	0.26%	+7.6%	Q4 2021
LMNRLimoneira CO	$4.42M	1.47%	1.82%	+25.9%	Q4 2021
DGXQuest Diagnostics Inc	$4.11M	1.37%	0.02%	+33.2%	Q4 2021
AZZAzz Inc	$3.71M	1.24%	0.10%	+52.6%	Q1 2022
SNEXStoneX Group Inc.	$3.71M	1.24%	0.06%	+4.7%	Q4 2021
GOOGLAlphabet Inc.	$3.69M	1.23%	0.00%	-5.3%	Q4 2021
IDCCInterDigital, Inc.	$3.64M	1.21%	0.05%	+4.2%	Q2 2023
TGLSTecnoglass Holdings Inc.	$3.41M	1.14%	0.17%	+22.5%	Q4 2021
NNNNNN REIT, Inc.	$3.34M	1.11%	0.04%	+96.6%	Q3 2022
AAAUGoldman Sachs Physical Gold ETF	$3.31M	1.10%	0.12%	+18.8%	Q4 2021
ECGEverus Construction Group, Inc.	$3.22M	1.07%	0.05%	+4.3%	Q4 2024
CFRCullen/Frost Bankers, Inc.	$3.15M	1.05%	0.04%	+51.1%	Q4 2021
PLXSPlexus Corp	$3.07M	1.02%	0.06%	-15.0%	Q4 2021
MDUMdu Resources Group Inc	$3.05M	1.02%	0.07%	+48.2%	Q3 2024
ATMUAtmus Filtration Technologies Inc.	$3.02M	1.01%	0.07%	+4.7%	Q3 2024
JLLJones Lang Lasalle Inc	$3M	1.00%	0.02%	+51.4%	Q4 2021
KGSKodiak Gas Services, Inc.	$2.96M	0.99%	0.06%	+51.9%	Q4 2025
MEOHMethanex Corp	$2.8M	0.93%	0.06%	New	Q1 2026
MSFTMicrosoft Corp	$2.77M	0.92%	0.00%	+2.3%	Q4 2021
MODModine Manufacturing Co	$2.76M	0.92%	0.02%	-23.0%	Q3 2023
PNWPinnacle West Capital Corp	$2.74M	0.91%	0.02%	+45.9%	Q4 2021
ICFIICF International, Inc.	$2.7M	0.90%	0.23%	+26.6%	Q4 2021
EXELExelixis, Inc.	$2.66M	0.89%	0.02%	+2.4%	Q4 2024
PNFPPinnacle Financial Partners, Inc.	$2.62M	0.87%	0.02%	Not reported	Q1 2025
RRCRange Resources Corp	$2.62M	0.87%	0.02%	+57.9%	Q1 2025
JKHYJack Henry & Associates Inc	$2.6M	0.87%	0.02%	New	Q1 2026
HAEHaemonetics Corp	$2.6M	0.87%	0.10%	+48.5%	Q4 2022
DGIIDigi International Inc	$2.57M	0.86%	0.14%	+41.3%	Q3 2025
LMATLemaitre Vascular Inc	$2.43M	0.81%	0.10%	+4.3%	Q1 2022
GFFGriffon Corp	$2.43M	0.81%	0.07%	+113.3%	Q2 2025
PLPCPreformed Line Products Co	$2.38M	0.79%	0.18%	+58.5%	Q3 2025
AMAntero Midstream Corp	$2.29M	0.76%	0.02%	+47.6%	Q1 2025
PLMRPalomar Holdings, Inc.	$2.26M	0.75%	0.07%	+4.7%	Q3 2024
LPXLouisiana-Pacific Corp	$2.25M	0.75%	0.04%	+45.3%	Q1 2024
NPKINPK International Inc.	$2.25M	0.75%	0.18%	-1.7%	Q3 2023
CPKChesapeake Utilities Corp	$2.21M	0.74%	0.07%	+4.7%	Q3 2024
TALKTalkspace, Inc.	$2.2M	0.73%	0.25%	New	Q1 2026
VMIValmont Industries Inc	$2.18M	0.73%	0.03%	+48.6%	Q3 2025
CNXCNX Resources Corp	$2.12M	0.71%	0.04%	+4.7%	Q4 2021
AAPLApple Inc.	$2.08M	0.70%	0.00%	+10.3%	Q4 2021
SKWDSkyward Specialty Insurance Group, Inc.	$2.08M	0.69%	0.11%	+48.2%	Q3 2024
SCHWSchwab Charles Corp	$2.04M	0.68%	0.00%	0.0%	Q4 2021
ATRCAtriCure, Inc.	$2.01M	0.67%	0.14%	+16.9%	Q2 2025
SFMSprouts Farmers Market, Inc.	$1.96M	0.65%	0.03%	New	Q1 2026
BKHBlack Hills Corp	$1.95M	0.65%	0.04%	-32.6%	Q3 2024
NVDANvidia Corp	$1.88M	0.63%	0.00%	+8.8%	Q3 2023
CBTCabot Corp	$1.85M	0.62%	0.05%	+4.7%	Q3 2024
BDCBelden Inc.	$1.83M	0.61%	0.04%	+4.7%	Q3 2025

Q4 2025Reported Feb 12, 2026186 positions
LOPEGrand Canyon Education, Inc.	$5.45M	2.11%	0.12%	+8.6%	Q4 2021
VECOVeeco Instruments Inc	$4.32M	1.67%	0.25%	+10.0%	Q4 2021
ADEAAdeia Inc.	$4.25M	1.65%	0.23%	+79.5%	Q3 2025
GOOGLAlphabet Inc.	$4.24M	1.64%	0.00%	-2.8%	Q4 2021
IDCCInterDigital, Inc.	$3.69M	1.43%	0.05%	+11.8%	Q2 2023
MSFTMicrosoft Corp	$3.54M	1.37%	0.00%	+4.2%	Q4 2021
CCBCoastal Financial Corp	$3.39M	1.31%	0.20%	Not reported	Q3 2023
LMNRLimoneira CO	$3.3M	1.28%	1.44%	+7.1%	Q4 2021
TGLSTecnoglass Holdings Inc.	$3.14M	1.22%	0.14%	+7.6%	Q4 2021
BKHBlack Hills Corp	$2.89M	1.12%	0.06%	Not reported	Q3 2024
ICFIICF International, Inc.	$2.79M	1.08%	0.18%	+7.4%	Q4 2021
SNEXStoneX Group Inc.	$2.79M	1.08%	0.06%	Not reported	Q4 2021
DGXQuest Diagnostics Inc	$2.73M	1.06%	0.01%	+15.9%	Q4 2021
EXELExelixis, Inc.	$2.66M	1.03%	0.02%	+21.1%	Q4 2024
ATMUAtmus Filtration Technologies Inc.	$2.63M	1.02%	0.06%	Not reported	Q3 2024
PLXSPlexus Corp	$2.62M	1.02%	0.07%	-7.5%	Q4 2021
AAAUGoldman Sachs Physical Gold ETF	$2.57M	0.99%	0.10%	+12.6%	Q4 2021
HAEHaemonetics Corp	$2.49M	0.96%	0.07%	+20.3%	Q4 2022
PLMRPalomar Holdings, Inc.	$2.43M	0.94%	0.07%	Not reported	Q3 2024
ATRCAtriCure, Inc.	$2.39M	0.92%	0.12%	Not reported	Q2 2025
ECGEverus Construction Group, Inc.	$2.24M	0.87%	0.05%	+5.1%	Q4 2024
MODModine Manufacturing Co	$2.21M	0.85%	0.03%	Not reported	Q3 2023
JLLJones Lang Lasalle Inc	$2.19M	0.85%	0.01%	+22.3%	Q4 2021
MMSIMerit Medical Systems Inc	$2.18M	0.84%	0.04%	Not reported	Q3 2024
SCHWSchwab Charles Corp	$2.17M	0.84%	0.00%	-0.4%	Q4 2021
CPKChesapeake Utilities Corp	$2.09M	0.81%	0.00%	-17.7%	Q3 2024
AZZAzz Inc	$2.09M	0.81%	0.07%	+22.9%	Q1 2022
AAPLApple Inc.	$2.03M	0.78%	0.00%	-2.1%	Q4 2021
MDUMdu Resources Group Inc	$1.94M	0.75%	0.05%	+21.3%	Q3 2024
CNXCNX Resources Corp	$1.93M	0.75%	0.04%	-34.5%	Q4 2021
CFRCullen/Frost Bankers, Inc.	$1.93M	0.75%	0.02%	+19.1%	Q4 2021
NPKINPK International Inc.	$1.88M	0.73%	0.18%	+306.6%	Q3 2023
SNVSynovus Financial Corp	$1.85M	0.72%	0.03%	New	Q4 2025
NVDANvidia Corp	$1.85M	0.72%	0.00%	+0.9%	Q3 2023
AGMFederal Agricultural Mortgage Corp	$1.78M	0.69%	Not reported	+48.0%	Q4 2021
BDCBelden Inc.	$1.78M	0.69%	0.04%	Not reported	Q3 2025
VVisa Inc.	$1.74M	0.67%	0.00%	-3.5%	Q4 2021
LMATLemaitre Vascular Inc	$1.73M	0.67%	0.09%	+1.7%	Q1 2022
LPXLouisiana-Pacific Corp	$1.72M	0.67%	0.03%	+21.6%	Q1 2024
ALLTAllot Ltd.	$1.66M	0.64%	0.35%	New	Q4 2025
PNWPinnacle West Capital Corp	$1.65M	0.64%	0.02%	+19.8%	Q4 2021
SKWDSkyward Specialty Insurance Group, Inc.	$1.64M	0.64%	0.08%	+21.3%	Q3 2024
DGIIDigi International Inc	$1.63M	0.63%	0.10%	Not reported	Q3 2025
WALWestern Alliance Bancorporation	$1.63M	0.63%	0.02%	+20.9%	Q2 2023
GOOGAlphabet Inc.	$1.62M	0.63%	Not reported	-5.8%	Q4 2021
NNNNNN REIT, Inc.	$1.6M	0.62%	0.02%	+19.3%	Q3 2022
DOXAmdocs Ltd	$1.59M	0.61%	0.02%	+14.4%	Q3 2023
WRBYWarby Parker Inc.	$1.58M	0.61%	0.06%	+23.2%	Q1 2025
CIENCiena Corp	$1.56M	0.60%	0.00%	-66.7%	Q4 2021
CBTCabot Corp	$1.55M	0.60%	0.04%	Not reported	Q3 2024

Q3 2025Reported Oct 31, 2025191 positions
LOPEGrand Canyon Education, Inc.	$6.62M	2.75%	0.11%	+1.6%	Q4 2021
VECOVeeco Instruments Inc	$4.15M	1.72%	0.23%	+22.9%	Q4 2021
TGLSTecnoglass Holdings Inc.	$3.89M	1.61%	0.12%	+1.4%	Q4 2021
MSFTMicrosoft Corp	$3.63M	1.51%	0.00%	+27.1%	Q4 2021
LMNRLimoneira CO	$3.62M	1.50%	1.35%	+1.7%	Q4 2021
IDCCInterDigital, Inc.	$3.57M	1.48%	0.04%	-53.3%	Q2 2023
GOOGLAlphabet Inc.	$3.38M	1.40%	0.00%	+15.9%	Q4 2021
CCBCoastal Financial Corp	$3.2M	1.33%	0.20%	-0.6%	Q3 2023
SNEXStoneX Group Inc.	$2.96M	1.23%	0.03%	Not reported	Q4 2021
CIENCiena Corp	$2.92M	1.21%	0.01%	-12.9%	Q4 2021
ICFIICF International, Inc.	$2.83M	1.17%	0.17%	+18.1%	Q4 2021
PLXSPlexus Corp	$2.79M	1.16%	0.07%	+6.1%	Q4 2021
CPKChesapeake Utilities Corp	$2.74M	1.14%	0.00%	0.0%	Q3 2024
DGXQuest Diagnostics Inc	$2.59M	1.07%	0.01%	+3.0%	Q4 2021
CNXCNX Resources Corp	$2.57M	1.07%	0.06%	-10.4%	Q4 2021
BKHBlack Hills Corp	$2.56M	1.06%	0.06%	0.0%	Q3 2024
MODModine Manufacturing Co	$2.35M	0.98%	0.03%	-2.2%	Q3 2023
ADEAAdeia Inc.	$2.31M	0.96%	0.13%	New	Q3 2025
ATMUAtmus Filtration Technologies Inc.	$2.29M	0.95%	0.06%	Not reported	Q3 2024
ECGEverus Construction Group, Inc.	$2.13M	0.89%	0.05%	+4.8%	Q4 2024
ATRCAtriCure, Inc.	$2.13M	0.88%	0.12%	+79.2%	Q2 2025
PLMRPalomar Holdings, Inc.	$2.11M	0.87%	0.07%	0.0%	Q3 2024
SCHWSchwab Charles Corp	$2.08M	0.86%	0.00%	-0.9%	Q4 2021
EXELExelixis, Inc.	$2.07M	0.86%	0.02%	+22.9%	Q4 2024
MMSIMerit Medical Systems Inc	$2.06M	0.85%	0.04%	+36.9%	Q3 2024
AAAUGoldman Sachs Physical Gold ETF	$2.04M	0.85%	0.10%	+6.9%	Q4 2021
AAPLApple Inc.	$1.94M	0.80%	0.00%	+40.8%	Q4 2021
TNCTennant Co	$1.86M	0.77%	0.13%	Not reported	Q3 2024
LMATLemaitre Vascular Inc	$1.84M	0.76%	0.09%	-28.0%	Q1 2022
NVDANvidia Corp	$1.84M	0.76%	0.00%	+2.5%	Q3 2023
BDCBelden Inc.	$1.83M	0.76%	0.04%	New	Q3 2025
CBTCabot Corp	$1.78M	0.74%	0.04%	Not reported	Q3 2024
VVisa Inc.	$1.75M	0.73%	0.00%	+41.6%	Q4 2021
AZZAzz Inc	$1.73M	0.72%	0.05%	+4.0%	Q1 2022
STKLSunOpta Inc.	$1.7M	0.71%	0.25%	Not reported	Q1 2025
CFRCullen/Frost Bankers, Inc.	$1.62M	0.67%	0.02%	+4.0%	Q4 2021
WRBYWarby Parker Inc.	$1.61M	0.67%	0.05%	Not reported	Q1 2025
JLLJones Lang Lasalle Inc	$1.59M	0.66%	0.01%	+3.8%	Q4 2021
LPXLouisiana-Pacific Corp	$1.56M	0.65%	0.03%	+47.5%	Q1 2024
AMZNAmazon Com Inc	$1.53M	0.63%	0.00%	+26.5%	Q4 2021
MDUMdu Resources Group Inc	$1.46M	0.60%	0.04%	+3.9%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.46M	0.60%	Not reported	-4.4%	Q4 2021
NNNNNN REIT, Inc.	$1.44M	0.60%	0.02%	+4.0%	Q3 2022
DOXAmdocs Ltd	$1.41M	0.59%	0.02%	+3.8%	Q3 2023
PNWPinnacle West Capital Corp	$1.4M	0.58%	0.01%	+3.8%	Q4 2021
WALWestern Alliance Bancorporation	$1.39M	0.58%	0.01%	-28.7%	Q2 2023
DGIIDigi International Inc	$1.37M	0.57%	0.10%	New	Q3 2025
GOOGAlphabet Inc.	$1.33M	0.55%	Not reported	+22.4%	Q4 2021
WORWorthington Enterprises, Inc.	$1.33M	0.55%	0.05%	New	Q3 2025
UECUranium Energy Corp	$1.3M	0.54%	0.02%	-64.8%	Q3 2024

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