Is NPK International (NPKI) at an Inflection Point?
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. | Royce & Associates Chuck Royce | 2,185,610 | $26,052,471 | -11% | 0.26% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,052,242 | $12,542,725 | +20% | 0.01% |
| 3. | Pennant Select LLC Alan Fournier | 1,014,221 | $12,089,514 | -5% | 6.4% |
| 4. | Ancora Advisors Frederick Disanto | 958,560 | $11,426,035 | -20% | 0.24% |
| 5. | Cannell Capital J. Carlo Cannell | 940,756 | $11,213,812 | -36% | 5.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.92 | 4,000 | $31,680.00 | 118,135 | 2025-05-19 | Filing | |
| $8.00 | 12,500 | $99,997.50 | 12,500 | 2025-05-08 | Filing | |
| $5.38 | 10,000 | $53,800.00 | 230,287 | 2025-03-05 | Filing | |
| $5.57 | 1,300 | $7,241.00 | 82,930 | 2023-08-21 | Filing | |
| $5.27 | 8,000 | $42,180.00 | 81,630 | 2023-08-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.05 | 15,000 | $225,675.00 | 819,326 | 2026-04-09 | Filing | |
| $14.51 | 35,000 | $507,864.00 | 834,326 | 2026-04-01 | Filing | |
| $15.03 | 15,000 | $225,384.00 | 869,326 | 2026-03-25 | Filing | |
| $13.56 | 1,000 | $13,560.00 | 265,213 | 2026-03-16 | Filing | |
| $13.34 | 11,193 | $149,303.43 | 265,213 | 2026-03-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 333,418 | $4,831,227 | 0.06% | |
| 2. | 39,314 | $566,908 | 0.02% | |
| 3. | 8,145 | $118,021 | 0.01% | |
| 4. | 43,092 | $54,479 | 0% | |
| 5. | 1,805 | $25,920 | 0% |