Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
RRiverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ariel Investments John W. Rogers | 2,043,499.458 | $282,785,472 | +5% | 2.82% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 741,640.922 | $102,630,455 | +6% | 0.05% |
| 3. | Select Equity Group Robert Joseph Caruso | 706,795.903 | $97,808,498 | -63% | 0.48% |
| 4. | Quantinno Capital Hoon Kim | 699,837.589 | $96,845,684 | +96% | 0.12% |
| 5. | Renaissance Technologies Jim Simons | 522,892.81 | $72,359,447 | +105% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $146.92 | 14,740 | $2,165,600.80 | 3,379,737 | 2025-12-15 | Filing | |
| $146.89 | 15,749 | $2,313,370.61 | 3,364,997 | 2025-12-12 | Filing | |
| $146.33 | 28,089 | $4,110,263.37 | 3,349,248 | 2025-12-12 | Filing | |
| $145.99 | 8,109 | $1,183,832.91 | 3,321,159 | 2025-12-11 | Filing | |
| $144.96 | 1,346 | $195,116.16 | 3,313,050 | 2025-12-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $163.51 | 500 | $81,755.00 | 6,111 | 2025-03-03 | Filing | |
| $142.19 | 500 | $71,095.00 | 8,611 | 2024-11-07 | Filing | |
| $135.63 | 250 | $33,907.50 | 6,611 | 2024-11-05 | Filing | |
| $137.13 | 200 | $27,426.00 | 6,861 | 2024-08-14 | Filing | |
| $128.38 | 150 | $19,257.00 | 7,061 | 2024-06-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,885,249.787 | $676,035,217 | 0.01% | |
| 2. | 4,201,013.091 | $581,348,561 | 72.86% | |
| 3. | 3,038,783.231 | $423,360,344 | 0.02% | |
| 4. | 2,337,063.74 | $323,409,763 | 0.03% | |
| 5. | 2,312,424.994 | $320,000,180 | 0.01% |