Filed: 4/21/2025ACC: 0001941040-25-000222
📋 What this filing means
RIVERWATER PARTNERS LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $194.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$194.81M
Total AUM (reported)
4.36M
Total Shares
Allocation by class
COM$128.24M65.8%
CONVERGENCE LNG$11.24M5.8%
COM NEW$6.53M3.4%
AVANTIS RESPONSI$5.89M3.0%
ORD SHS$5.02M2.6%
EAFE VALUE ETF$4.26M2.2%
CL A$3.50M1.8%
Portfolio Concentration
Top 3$20.98M10.8%
4–10$25.43M13.1%
11–25$34.56M17.7%
Rest$113.84M58.4%
Top 3 weight
10.8%
Top 10 weight
23.8%
Voting Authority Distribution
Total shares with voting rights: 4.36M
Sole
Full voting authority
4.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings202
Rows:
TRUST FOR PROFESSIONAL MANAG
SOLEShares520.11K
TypeSH
Market value$11.24M
5.77%
Sole
520.11K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares29.76K
TypeSH
Market value$5.15M
2.64%
Sole
29.76K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares22.19K
TypeSH
Market value$4.59M
2.35%
Sole
22.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.29K
TypeSH
Market value$4.26M
2.19%
Sole
72.29K
Shared
0.00
None
0.00
LIMONEIRA CO
SOLEShares240.39K
TypeSH
Market value$4.26M
2.19%
Sole
240.39K
Shared
0.00
None
0.00
TECNOGLASS INC
SOLEShares57.35K
TypeSH
Market value$4.10M
2.11%
Sole
57.35K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares70.61K
TypeSH
Market value$3.63M
1.86%
Sole
70.61K
Shared
0.00
None
0.00
STONEX GROUP INC
SOLEShares43.25K
TypeSH
Market value$3.30M
1.70%
Sole
43.25K
Shared
0.00
None
0.00
HAEMONETICS CORP MASS
SOLEShares50.01K
TypeSH
Market value$3.18M
1.63%
Sole
50.01K
Shared
0.00
None
0.00
COASTAL FINL CORP WA
SOLEShares29.86K
TypeSH
Market value$2.70M
1.39%
Sole
29.86K
Shared
0.00
None
0.00
CHESAPEAKE UTILS CORP
SOLEShares20.33K
TypeSH
Market value$2.61M
1.34%
Sole
20.33K
Shared
0.00
None
0.00
CNX RES CORP
SOLEShares80.17K
TypeSH
Market value$2.52M
1.30%
Sole
80.17K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares89.38K
TypeSH
Market value$2.52M
1.29%
Sole
89.38K
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares41.59K
TypeSH
Market value$2.52M
1.29%
Sole
41.59K
Shared
0.00
None
0.00
PALOMAR HLDGS INC
SOLEShares18.05K
TypeSH
Market value$2.47M
1.27%
Sole
18.05K
Shared
0.00
None
0.00
LEMAITRE VASCULAR INC
SOLEShares29.21K
TypeSH
Market value$2.45M
1.26%
Sole
29.21K
Shared
0.00
None
0.00
PLEXUS CORP
SOLEShares18.20K
TypeSH
Market value$2.33M
1.20%
Sole
18.20K
Shared
0.00
None
0.00
TENNANT CO
SOLEShares29.15K
TypeSH
Market value$2.32M
1.19%
Sole
29.15K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares37.64K
TypeSH
Market value$2.26M
1.16%
Sole
37.64K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares13.21K
TypeSH
Market value$2.24M
1.15%
Sole
13.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.96K
TypeSH
Market value$2.23M
1.14%
Sole
3.96K
Shared
0.00
None
0.00
CROCS INC
SOLEShares19.93K
TypeSH
Market value$2.12M
1.09%
Sole
19.93K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares56.41K
TypeSH
Market value$2.08M
1.07%
Sole
56.41K
Shared
0.00
None
0.00
CABOT CORP
SOLEShares23.44K
TypeSH
Market value$1.95M
1.00%
Sole
23.44K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.14K
TypeSH
Market value$1.93M
0.99%
Sole
5.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 520.11K | SH | $11.24M 5.77% | 520.11K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 29.76K | SH | $5.15M 2.64% | 29.76K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 22.19K | SH | $4.59M 2.35% | 22.19K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 72.29K | SH | $4.26M 2.19% | 72.29K | 0.00 | 0.00 |
LIMONEIRA COSOLE | COM | 240.39K | SH | $4.26M 2.19% | 240.39K | 0.00 | 0.00 |
TECNOGLASS INCSOLE | ORD SHS | 57.35K | SH | $4.10M 2.11% | 57.35K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 70.61K | SH | $3.63M 1.86% | 70.61K | 0.00 | 0.00 |
STONEX GROUP INCSOLE | COM | 43.25K | SH | $3.30M 1.70% | 43.25K | 0.00 | 0.00 |
HAEMONETICS CORP MASSSOLE | COM | 50.01K | SH | $3.18M 1.63% | 50.01K | 0.00 | 0.00 |
COASTAL FINL CORP WASOLE | COM NEW | 29.86K | SH | $2.70M 1.39% | 29.86K | 0.00 | 0.00 |
CHESAPEAKE UTILS CORPSOLE | COM | 20.33K | SH | $2.61M 1.34% | 20.33K | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 80.17K | SH | $2.52M 1.30% | 80.17K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | GLOBAL CARB STRA | 89.38K | SH | $2.52M 1.29% | 89.38K | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 41.59K | SH | $2.52M 1.29% | 41.59K | 0.00 | 0.00 |
PALOMAR HLDGS INCSOLE | COM | 18.05K | SH | $2.47M 1.27% | 18.05K | 0.00 | 0.00 |
LEMAITRE VASCULAR INCSOLE | COM | 29.21K | SH | $2.45M 1.26% | 29.21K | 0.00 | 0.00 |
PLEXUS CORPSOLE | COM | 18.20K | SH | $2.33M 1.20% | 18.20K | 0.00 | 0.00 |
TENNANT COSOLE | COM | 29.15K | SH | $2.32M 1.19% | 29.15K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 37.64K | SH | $2.26M 1.16% | 37.64K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 13.21K | SH | $2.24M 1.15% | 13.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.96K | SH | $2.23M 1.14% | 3.96K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 19.93K | SH | $2.12M 1.09% | 19.93K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 56.41K | SH | $2.08M 1.07% | 56.41K | 0.00 | 0.00 |
CABOT CORPSOLE | COM | 23.44K | SH | $1.95M 1.00% | 23.44K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.14K | SH | $1.93M 0.99% | 5.14K | 0.00 | 0.00 |
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