Riverwater Small Cap Strategy: Q1 2026 Buys, Sells, And Standouts
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Riverwater Partners17 FollowersFollow5ShareSavePlay(9min)CommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsSummaryModine Manufacturing led the way during the quarter, benefiting from secular demand in data center cooling and a well received spinoff of Modine Manufacturing's auto cooling business.Coming out of 2025, Adeia reported record revenue and profitability, supported by a surge in IP licensing activity.AtriCure remains well positioned given its first-mover advantage and deep integration within surgical workflows despite near-term competitive concerns from Edwards Lifesciences.Perella Weinberg Partners continues to benefit from a more constructive M&A environment, with a growing backlog that provides increasing visibility into future fee realization.Interface is a global leader in sustainable flooring solutions, with Interface's carbon-neutral carpet tile program positioning Interface as a preferred supplier in an era of growing ESG procurement standards. Wasan Longthara/iStock via Getty Images The following segment was excerpted from the Riverwater Small Cap Strategy Q1 2026 Commentary. Top Contributors & Detractors Top Contributors Among our largest contributors, Modine Manufacturing (MOD) led the way during the quarter. The thermalThis article was written byRiverwater Partners17 FollowersFollowRiverwater is Wisconsin's largest fully dedicated manager of socially responsible investments, serving families, consultants, financial advisors, and foundations. The firm applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. Riverwater's mission is to achieve superior returns through value(s) investing while also generating positive impacts on society. The Riverwater team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture. Based in Milwaukee, Riverwater is woman-owned, employee-owned, and a Certified B Corporation™. In fact, the firm is the first and only financial services company based in WI to have this certification. Note: This account is not managed or monitored by Riverwater, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Riverwater's official channels.