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Riverwater Partners LLC

Q2 2025 · 13F-HR

Riverwater Partners LLCholdings as filed

Filed 2025-08-01 · accession 0001941040-25-000393

$212.4M
Reported value
202
Positions
2025-06-30
Period end
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The Brief · Riverwater Partners LLC · Q2 2025

AI · grounded in 13F

Riverwater Partners LLC established a new position in CLSE valued at $12.1M. The fund also initiated new stakes in LOPE for $5.6M and IDCC for $4.9M. These moves contributed to a total portfolio of 202 positions with $212.3M in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
89834G760CLSETRUST FOR PROFESSIONAL MANAG$12.1M5.71%519,148CommonSOLE
38526M106LOPEGRAND CANYON ED INC$5.6M2.64%29,710CommonSOLE
45867G101IDCCINTERDIGITAL INC$5.0M2.34%22,145CommonSOLE
025072315AVSEAMERICAN CENTY ETF TR$4.8M2.28%82,508CommonSOLE
464288877EFVISHARES TR$4.6M2.16%72,288CommonSOLE
G87264100TGLSTECNOGLASS INC$4.4M2.09%57,258CommonSOLE
532746104LMNRLIMONEIRA CO$3.8M1.77%239,963CommonSOLE
025072299AVSDAMERICAN CENTY ETF TR$3.5M1.66%52,288CommonSOLE
405024100HAEHAEMONETICS CORP MASS$3.4M1.58%44,923CommonSOLE
12653C108CNXCNX RES CORP$3.0M1.42%89,399CommonSOLE
464287200IVVISHARES TR$2.9M1.36%4,667CommonSOLE
19046P209CCBCOASTAL FINL CORP WA$2.9M1.36%29,784CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$2.8M1.31%18,045CommonSOLE
594918104MSFTMICROSOFT CORP$2.7M1.29%5,520CommonSOLE
500767678KRBNKRANESHARES TRUST$2.7M1.27%91,135CommonSOLE
861896108SNEXSTONEX GROUP INC$2.7M1.26%29,308CommonSOLE
746729607PCRBPUTNAM ETF TRUST$2.5M1.18%51,178CommonSOLE
729132100PLXSPLEXUS CORP$2.5M1.16%18,189CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$2.4M1.15%20,317CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$2.4M1.14%29,175CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.4M1.12%13,182CommonSOLE
092113109BKHBLACK HILLS CORP$2.3M1.10%41,571CommonSOLE
61774R205CVLCMORGAN STANLEY ETF TRUST$2.3M1.08%30,038CommonSOLE
922417100VECOVEECO INSTRS INC DEL$2.3M1.06%110,888CommonSOLE
44925C103ICFIICF INTL INC$2.2M1.03%25,823CommonSOLE
02079K305GOOGLALPHABET INC$2.1M1.00%12,009CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.0M0.94%21,985CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$2.0M0.93%34,291CommonSOLE
916896103UECURANIUM ENERGY CORP$1.9M0.89%276,871CommonSOLE
171779309CIENCIENA CORP$1.9M0.88%23,017CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$1.8M0.87%50,757CommonSOLE
30161Q104EXELEXELIXIS INC$1.8M0.85%40,739CommonSOLE
880345103TNCTENNANT CO$1.8M0.84%22,934CommonSOLE
127055101CBTCABOT CORP$1.8M0.83%23,438CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$1.8M0.83%22,513CommonSOLE
589889104MMSIMERIT MED SYS INC$1.7M0.80%18,067CommonSOLE
8676EP108STKLSUNOPTA INC$1.7M0.79%290,123CommonSOLE
607828100MODMODINE MFG CO$1.7M0.78%16,901CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$1.6M0.77%50,138CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$1.6M0.74%12,306CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.71%9,597CommonSOLE
G02602103DOXAMDOCS LTD$1.5M0.71%16,600CommonSOLE
300426103ECGEVERUS CONSTR GROUP$1.5M0.71%23,752CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$1.5M0.70%49,261CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$1.5M0.69%11,979CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.69%3,027CommonSOLE
002474104AZZAZZ INC$1.4M0.68%15,226CommonSOLE
227046109CROXCROCS INC$1.4M0.67%14,123CommonSOLE
637417106NNNNNN REIT INC$1.4M0.66%32,570CommonSOLE
743315103PGRPROGRESSIVE CORP$1.4M0.65%5,139CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$1.4M0.64%36,496CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$1.3M0.63%14,996CommonSOLE
552690109MDUMDU RES GROUP INC$1.3M0.62%78,727CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.3M0.62%5,120CommonSOLE
92826C839VVISA INC$1.3M0.61%3,621CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$1.3M0.60%6,607CommonSOLE
03852U106ARMKARAMARK$1.3M0.60%30,626CommonSOLE
93403J106WRBYWARBY PARKER INC$1.3M0.60%58,344CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.57%5,501CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$1.2M0.56%10,755CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$1.2M0.55%14,326CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC$1.1M0.54%235,563CommonSOLE
75281A109RRCRANGE RES CORP$1.1M0.53%27,521CommonSOLE
037833100AAPLAPPLE INC$1.1M0.52%5,404CommonSOLE
04963C209ATRCATRICURE INC$1.1M0.52%33,665CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$1.1M0.51%5,940CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$1.0M0.48%54,155CommonSOLE
498894104KNFKNIFE RIVER CORP$1.0M0.48%12,545CommonSOLE
546347105LPXLOUISIANA PAC CORP$1.0M0.48%11,886CommonSOLE
74741A106OWNSTIDAL TRUST III$1.0M0.47%58,751CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$989,9600.47%171CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$988,8030.47%4,541CommonSOLE
532457108LLYELI LILLY & CO$961,9400.45%1,234CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$956,0210.45%8,866CommonSOLE
42222N103HSTMHEALTHSTREAM INC$938,5940.44%33,921CommonSOLE
235851102DHRDANAHER CORPORATION$920,1410.43%4,658CommonSOLE
553498106MSAMSA SAFETY INC$915,8870.43%5,467CommonSOLE
G5S37H101MRXMAREX GROUP PLC$856,9730.40%21,712CommonSOLE
68389X105ORCLORACLE CORP$851,1270.40%3,893CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$836,4400.39%4,559CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$821,0410.39%3,859CommonSOLE
46435G425ESGUISHARES TR$812,6880.38%6,007CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$810,7610.38%819CommonSOLE
904767704UNILEVER PLC$802,1220.38%13,113CommonSOLE
02079K107GOOGALPHABET INC$793,9980.37%4,476CommonSOLE
46436E718SGOVISHARES TR$789,4100.37%7,840CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$781,3210.37%1,927CommonSOLE
30303M102METAMETA PLATFORMS INC$744,7330.35%1,009CommonSOLE
G54950103LINLINDE PLC$731,9210.34%1,560CommonSOLE
237266101DARDARLING INGREDIENTS INC$718,5460.34%18,939CommonSOLE
278865100ECLECOLAB INC$712,9380.34%2,646CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$700,3550.33%9,569CommonSOLE
11135F101AVGOBROADCOM INC$641,4380.30%2,327CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$638,3820.30%2,202CommonSOLE
65339F101NEENEXTERA ENERGY INC$625,6130.29%9,012CommonSOLE
13321L108CCJCAMECO CORP$618,3360.29%8,330CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$615,7450.29%3,303CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$615,2050.29%1,972CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$611,3910.29%1,088CommonSOLE
835699307SONYSONY GROUP CORP$587,7570.28%22,580CommonSOLE
053611109AVYAVERY DENNISON CORP$584,4910.28%3,331CommonSOLE
46434G103IEMGISHARES INC$549,1360.26%9,148CommonSOLE
693718108PCARPACCAR INC$544,2190.26%5,725CommonSOLE
126408103CSXCSX CORP$539,2110.25%16,525CommonSOLE
574599106MASMASCO CORP$528,1380.25%8,206CommonSOLE
G8473T100STESTERIS PLC$526,0820.25%2,190CommonSOLE
872540109TJXTJX COS INC NEW$517,5470.24%4,191CommonSOLE
143130102KMXCARMAX INC$515,9040.24%7,676CommonSOLE
882508104TXNTEXAS INSTRS INC$515,7280.24%2,484CommonSOLE
461202103INTUINTUIT$504,0830.24%640CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$503,6690.24%4,235CommonSOLE
09290D101BLKBLACKROCK INC$503,6400.24%480CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$499,7440.24%1,672CommonSOLE
871829107SYYSYSCO CORP$488,5990.23%6,451CommonSOLE
294429105EFXEQUIFAX INC$484,5030.23%1,868CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$484,2760.23%20,195CommonSOLE
518439104ELLAUDER ESTEE COS INC$483,5070.23%5,984CommonSOLE
142339100CSLCARLISLE COS INC$468,2440.22%1,254CommonSOLE
398433102GFFGRIFFON CORP$460,7800.22%6,367CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$455,9910.21%3,864CommonSOLE
718546104PSXPHILLIPS 66$452,9600.21%3,797CommonSOLE
219350105GLWCORNING INC$449,1710.21%8,541CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$443,2340.21%1,767CommonSOLE
075887109BDXBECTON DICKINSON & CO$440,4430.21%2,557CommonSOLE
78409V104SPGIS&P GLOBAL INC$439,2330.21%833CommonSOLE
032095101APHAMPHENOL CORP NEW$438,6480.21%4,442CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG$437,2920.21%15,306CommonSOLE
042735100ARWARROW ELECTRS INC$431,6050.20%3,387CommonSOLE
46432F842IEFAISHARES TR$422,1500.20%5,057CommonSOLE
G87052109TELTE CONNECTIVITY PLC$415,2660.20%2,462CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$399,9660.19%1,284CommonSOLE
00724F101ADBEADOBE INC$395,7780.19%1,023CommonSOLE
907818108UNPUNION PAC CORP$383,1000.18%1,665CommonSOLE
747525103QCOMQUALCOMM INC$381,9050.18%2,398CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$372,1100.18%5,080CommonSOLE
256746108DLTRDOLLAR TREE INC$367,7360.17%3,713CommonSOLE
032654105ADIANALOG DEVICES INC$363,9330.17%1,529CommonSOLE
29430C102VSTSVESTIS CORPORATION$360,1480.17%62,853CommonSOLE
98978V103ZTSZOETIS INC$360,0890.17%2,309CommonSOLE
436440101HO1HOLOGIC INC$357,9240.17%5,493CommonSOLE
92047W101VVVVALVOLINE INC$356,6600.17%9,418CommonSOLE
806407102HSICHENRY SCHEIN INC$353,9270.17%4,845CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$352,4540.17%1,092CommonSOLE
G39108108GTESGATES INDL CORP PLC$346,3710.16%15,040CommonSOLE
437076102HDHOME DEPOT INC$345,0080.16%941CommonSOLE
832696405SJMSMUCKER J M CO$344,7800.16%3,511CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$342,8500.16%2,537CommonSOLE
22822V101CCICROWN CASTLE INC$342,6050.16%3,335CommonSOLE
68268W103OMFONEMAIN HLDGS INC$342,4560.16%6,008CommonSOLE
46435U663ESMLISHARES TR$341,5100.16%8,263CommonSOLE
257651109DCIDONALDSON INC$340,2310.16%4,906CommonSOLE
30161N101EXCEXELON CORP$337,9290.16%7,783CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$337,0370.16%1,093CommonSOLE
617446448MSMORGAN STANLEY$336,6550.16%2,390CommonSOLE
12514G108CDWCDW CORP$333,6060.16%1,868CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$333,4010.16%3,104CommonSOLE
922908769VTIVANGUARD INDEX FDS$331,8920.16%1,092CommonSOLE
651718504NPKINPK INTERNATIONAL INC$330,4010.16%38,825CommonSOLE
829073105SSDSIMPSON MFG INC$330,1890.16%2,126CommonSOLE
G0176J109ALLEALLEGION PLC$323,1170.15%2,242CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$323,1160.15%3,585CommonSOLE
690742101OCOWENS CORNING NEW$322,6220.15%2,346CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$318,9320.15%1,443CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$311,6520.15%9,196CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$308,3100.15%6,037CommonSOLE
922908637VVVANGUARD INDEX FDS$308,1240.15%1,080CommonSOLE
92343E102VRSNVERISIGN INC$307,5720.14%1,065CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$302,6820.14%2,192CommonSOLE
26875P101EOGEOG RES INC$296,3940.14%2,478CommonSOLE
21874C102CNMCORE & MAIN INC$292,2750.14%4,843CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$291,3310.14%5,609CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$285,1590.13%2,010CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$281,5230.13%2,843CommonSOLE
806857108SLBSCHLUMBERGER LTD$281,0470.13%8,315CommonSOLE
366651107ITGARTNER INC$275,6780.13%682CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$274,9570.13%1,678CommonSOLE
74164M108PRIPRIMERICA INC$274,7650.13%1,004CommonSOLE
441593100HLIHOULIHAN LOKEY INC$262,3670.12%1,458CommonSOLE
67092P300NULVNUSHARES ETF TR$261,1310.12%6,230CommonSOLE
336433107FSLRFIRST SOLAR INC$260,5600.12%1,574CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$258,2410.12%3,765CommonSOLE
902973304USBUS BANCORP DEL$256,8390.12%5,676CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$254,9920.12%142CommonSOLE
98419M100XYLXYLEM INC$251,7350.12%1,946CommonSOLE
830566105SKAASKECHERS U S A INC$249,6870.12%3,957CommonSOLE
038336103ATRAPTARGROUP INC$247,9420.12%1,585CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$246,7570.12%1,920CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$242,7280.11%4,715CommonSOLE
71363P106PRDOPERDOCEO ED CORP$241,6770.11%7,393CommonSOLE
421298100HAYWHAYWARD HLDGS INC$230,2810.11%16,687CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$230,2280.11%1,053CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$225,4560.11%9,461CommonSOLE
380237107GDDYGODADDY INC$210,1300.10%1,167CommonSOLE
040413205ANETARISTA NETWORKS INC$209,9400.10%2,052CommonSOLE
30231G102XOMEXXON MOBIL CORP$207,5150.10%1,925CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$206,3380.10%2,492CommonSOLE
G3922B107GGENPACT LIMITED$203,9860.10%4,635CommonSOLE
88160R101TSLATESLA INC$200,1260.09%630CommonSOLE
24661P807DCTHDELCATH SYS INC$149,8310.07%11,017CommonSOLE
56146T103MAMAMAMAS CREATIONS INC$125,0890.06%15,499CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$61,8780.03%10,894CommonSOLE
91702V101UROYURANIUM RTY CORP$32,8880.02%13,155CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.