3 weeks ago
8
Soumya Eswaran
Wed, December 17, 2025 astatine 7:05 AM CST 2 min read
Riverwater Partners, an concern absorption company, released its “Micro Opportunities Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy reported coagulated implicit returns successful the 4th but lagged the benchmark arsenic it did not support gait with the beardown rally. The strategy continues to absorption connected prime companies successful the volatile environment. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.
In its third-quarter 2025 capitalist letter, Riverwater Partners Micro Opportunities Strategy highlighted stocks specified arsenic Mayville Engineering Company, Inc. (NYSE:MEC). Mayville Engineering Company, Inc. (NYSE:MEC) is simply a metallic fabrication institution that engages successful the design, production, prototyping, and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components. The one-month instrumentality for Mayville Engineering Company, Inc. (NYSE:MEC) was 21.67%, and its shares gained 12.31% implicit the past 52 weeks. On December 16, 2025, Mayville Engineering Company, Inc. (NYSE:MEC) banal closed astatine $18.25 per share, with a marketplace capitalization of $370.81 million.
Riverwater Partners Micro Opportunities Strategy stated the pursuing regarding Mayville Engineering Company, Inc. (NYSE:MEC) successful its 3rd 4th 2025 capitalist letter:
"The Industrials assemblage delivered mixed results. While we proceed to spot opportunities successful companies exposed to reshoring trends and home manufacturing, immoderate holdings faced near-term headwinds. Mayville Engineering Company, Inc. (NYSE:MEC) was among our detractors, arsenic lawsuit request softened successful definite extremity markets. Despite this near-term weakness, we stay assured successful MEC's semipermanent positioning to payment from the ongoing reshoring of manufacturing to the United States."
Mayville Engineering Company, Inc. (NYSE:MEC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 7 hedge money portfolios held Mayville Engineering Company, Inc. (NYSE:MEC) astatine the extremity of the 3rd quarter, which was 11 successful the erstwhile quarter. In the 3rd 4th of 2025, Mayville Engineering Company, Inc.'s (NYSE:MEC) full income accrued 6.6% connected a year-over-year ground to $144.3 million. While we admit the imaginable of Mayville Engineering Company, Inc. (NYSE:MEC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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