Investor letter
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- PROG Holdings (PRG) Performs Well Despite Challenging Consumer Market
- Riverwater Micro Opportunities Strategy Exits Zevia (ZVIA) Due to Leadership Change
- GeneDx Holdings Corp. Shares Drop After Downgrading Its 2026 Guidance
- Laughing Water Capital Highlights NextNav in Q2 Investor Letter
- Alphabet (GOOG) Shares Rise Due to Strong Cloud Performance
- Meridian Hedged Equity Fund Highlights Royalty Pharma After Strong Earnings Performance
- SGA Global Growth Fund Sells Stake in UnitedHealth
- Riverwater Partners Divests from Tennant Company Following ERP Implementation Failure
- O’Reilly Automotive Reports 33rd Consecutive Year of Positive Same-Store Sales Growth
- Third Point Management Highlights Concerns About Claritev Corp (CTEV) in Q1 2026 Letter