Should You Sell Your Position in Integer Holdings Corp. (ITGR)?
Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 1,024,942 | $105,907,257 | -21% | 0.28% |
| 2. | Citadel Investment Group Ken Griffin | 309,179 | $31,947,466 | -29% | 0% |
| 3. | OrbiMed Advisors Samuel Isaly | 290,000 | $29,965,700 | -34% | 0.7% |
| 4. | Point72 (DIFC) Ltd Steve Cohen | 278,859 | $28,814,500 | +57% | 1.89% |
| 5. | GLG Partners Noam Gottesman | 149,461 | $15,443,805 | +109% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.00 | 1,650 | $115,500.00 | 6,066 | 2025-11-12 | Filing | |
| $67.19 | 1,116 | $74,967.04 | 7,698 | 2025-11-07 | Filing | |
| $66.70 | 1,600 | $106,720.00 | 11,702 | 2025-11-06 | Filing | |
| $64.94 | 3,127 | $203,067.38 | 22,865 | 2025-10-30 | Filing | |
| $61.95 | 4,000 | $247,790.40 | 122,378 | 2022-12-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.15 | 884 | $62,012.60 | 3,596 | 2025-11-11 | Filing | |
| $121.26 | 181 | $21,948.60 | 22,170 | 2025-06-05 | Filing | |
| $120.75 | 5,806 | $701,066.37 | 22,351 | 2025-06-05 | Filing | |
| $119.67 | 1,423 | $170,286.14 | 28,157 | 2025-06-05 | Filing | |
| $120.82 | 979 | $118,279.84 | 29,580 | 2025-06-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,886,150 | $304,790,745 | 0% | |
| 2. | 806,982 | $63,291,598 | 0.02% | |
| 3. | Ubs Group AgCALL | 662,450 | $51,955,954 | 0.01% |
| 4. | 18,366,000 | $20,751,698 | 0.16% | |
| 5. | 221,591 | $17,379,382 | 1.71% |