Riverwater Partners LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$205.5B

Holdings

212

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (212 positions)

StockValue
CLSETRUST FOR PROFESSIONAL MANAG
$13.0B
LMNRLIMONEIRA CO
$6.3B
IDIINTERDIGITAL INC
$5.6B
GKDGRAND CANYON ED INC
$4.9B
TGLSTECNOGLASS INC
$4.9B
EFVISHARES TR
$4.6B
CNXCNX RES CORP
$4.6B
HAEHAEMONETICS CORP MASS
$3.9B
CCBCOASTAL FINL CORP WA
$3.1B
IRDMIRIDIUM COMMUNICATIONS INC
$2.9B
PLXSPLEXUS CORP
$2.9B
LMATLEMAITRE VASCULAR INC
$2.8B
SNEXSTONEX GROUP INC
$2.8B
CPKCHESAPEAKE UTILS CORP
$2.5B
VECOVEECO INSTRS INC DEL
$2.5B
KRBNKRANESHARES TRUST
$2.4B
BKHBLACK HILLS CORP
$2.4B
TN1TENNANT CO
$2.4B
AGMFEDERAL AGRIC MTG CORP
$2.3B
U6ZURANIUM ENERGY CORP
$2.3B
GOOGLALPHABET INC
$2.2B
CROXCROCS INC
$2.2B
CBTCABOT CORP
$2.1B
ATMUATMUS FILTRATION TECHNOLOGIE
$2.0B
MODMODINE MFG CO
$2.0B
WEAWESTERN ALLIANCE BANCORP
$1.9B
EX9EXELIXIS INC
$1.9B
PLMRPALOMAR HLDGS INC
$1.9B
VSTSVESTIS CORPORATION
$1.9B
MSFTMICROSOFT CORP
$1.8B
NCMINATIONAL CINEMEDIA INC
$1.8B
SKWDSKYWARD SPECIALTY INS GROUP
$1.8B
MMSIMERIT MED SYS INC
$1.7B
CFRCULLEN FROST BANKERS INC
$1.7B
SCHWSCHWAB CHARLES CORP
$1.6B
ITGRINTEGER HLDGS CORP
$1.6B
DGXQUEST DIAGNOSTICS INC
$1.6B
GOLDA-MARK PRECIOUS METALS INC
$1.5B
PCRBPUTNAM ETF TRUST
$1.5B
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.5B
CIENCIENA CORP
$1.5B
DOXAMDOCS LTD
$1.4B
ICFIICF INTL INC
$1.4B
PJTPJT PARTNERS INC
$1.4B
MGNIMAGNITE INC
$1.3B
JLLJONES LANG LASALLE INC
$1.3B
AVSEAMERICAN CENTY ETF TR
$1.3B
UNHUNITEDHEALTH GROUP INC
$1.3B
AZZAZZ INC
$1.3B
PGRPROGRESSIVE CORP
$1.2B
PNWPINNACLE WEST CAP CORP
$1.2B
VVISA INC
$1.2B
07WAMR COOPER GROUP INC
$1.2B
CGCARLYLE GROUP INC
$1.1B
AMKRAMKOR TECHNOLOGY INC
$1.1B
ONTOONTO INNOVATION INC
$1.1B
LPXLOUISIANA PAC CORP
$1.1B
MATTHEWS INTL FDS
$1.1B
BRCCBRC INC
$1.0B
BJBJS WHSL CLUB HLDGS INC
$1.0B
ARMKARAMARK
$1.0B
LNTHLANTHEUS HLDGS INC
$1.0B
STESTERIS PLC
$986.9M
TMOTHERMO FISHER SCIENTIFIC INC
$942.7M
MDUMDU RES GROUP INC
$913.9M
CVLCMORGAN STANLEY ETF TRUST
$902.9M
TJXTJX COS INC NEW
$897.0M
BKNGBOOKING HOLDINGS INC
$854.6M
DARDARLING INGREDIENTS INC
$843.8M
LLYELI LILLY & CO
$824.5M
COSTCOSTCO WHSL CORP NEW
$781.6M
AMZNAMAZON COM INC
$778.4M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$747.7M
ICEINTERCONTINENTAL EXCHANGE IN
$742.4M
GOOGALPHABET INC
$734.5M
DHRDANAHER CORPORATION
$695.1M
NVDANVIDIA CORPORATION
$690.9M
AAPLAPPLE INC
$683.9M
ECLECOLAB INC
$679.1M
FERGFERGUSON ENTERPRISES INC
$670.3M
LINLINDE PLC
$664.0M
OWNSTIDAL TRUST III
$652.4M
FISVFISERV INC
$649.7M
AVSDAMERICAN CENTY ETF TR
$644.4M
AVYAVERY DENNISON CORP
$642.2M
PNCPNC FINL SVCS GROUP INC
$639.5M
ESGUISHARES TR
$634.2M
NEENEXTERA ENERGY INC
$627.2M
MAMASTERCARD INCORPORATED
$614.5M
ORCLORACLE CORP
$613.9M
MASMASCO CORP
$613.3M
IWMISHARES TR
$611.3M
ACNACCENTURE PLC IRELAND
$599.8M
PCARPACCAR INC
$588.5M
KMXCARMAX INC
$580.3M
NNNNNN REIT INC
$574.3M
SONYSONY GROUP CORP
$562.9M
CARRCARRIER GLOBAL CORPORATION
$562.2M
ULUNILEVER PLC
$524.5M
BLKBLACKROCK INC COM
$516.7M
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