Riverwater Small Cap Strategy Q3 2026 Portfolio Update
Riverwater’s Small Cap strategy slightly underperformed the Russell 2000 in Q3 2026 as small-cap stocks broadly declined. AtriCure and Red Violet were top contributors, while Kodiak Gas Services and PDF Solutions were top detractors; the strategy initiated IRadimed and replaced Talkspace after its acquisition.
Why it matters — The excerpt does not mention Prestige Consumer Healthcare, so it provides no company-specific information for PBH watchers.