Veeco Instruments (VECO): Results Far Exceed Expectations Amid Memory Capacity Boom
Riverwater Partners, an investment management company, released its ‘Sustainable Value Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.60 | 2,500 | $54,000.00 | 52,429 | 2022-05-16 | Filing | |
| $20.79 | 5,000 | $103,950.00 | 89,158 | 2022-05-11 | Filing | |
| $20.30 | 5,000 | $101,500.00 | 521,921 | 2022-05-11 | Filing | |
| $10.05 | 5,000 | $50,250.00 | 93,323 | 2018-08-23 | Filing | |
| $11.45 | 10,000 | $114,460.00 | 393,162 | 2018-08-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $54.49 | 70,697 | $3,852,279.53 | 169,570 | 2026-08-17 | Filing | |
| $54.07 | 123,334 | $6,668,669.38 | 240,267 | 2026-08-17 | Filing | |
| $52.85 | 5,969 | $315,461.65 | 363,601 | 2026-08-17 | Filing | |
| $54.28 | 1,608 | $87,282.24 | 68,802 | 2026-08-10 | Filing | |
| $53.44 | 800 | $42,752.00 | 70,410 | 2026-08-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,350 | $744,765 | 0.08% | |
| 2. | 7,681 | $395,207 | 0% | |
| 3. | 5,675 | $294,533 | 0.01% | |
| 4. | 1,035 | $53,717 | 0% | |
| 5. | 1,035 | $53,717 | 0% |