What Makes Mayville Engineering Company (MEC) a Good Long-Term Holding?
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 624,307 | $11,687,027 | +11% | 0.12% |
| 2. | Portolan Capital Management George Mccabe | 512,762 | $9,598,905 | 0.51% | |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 358,075 | $6,703,164 | +1% | 0.01% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 288,450 | $5,399,784 | +8% | 0% |
| 5. | Millennium Management Israel Englander | 153,200 | $2,867,904 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.56 | 500 | $6,780.00 | 2,500 | 2025-08-11 | Filing | |
| $14.08 | 1,400 | $19,712.00 | 20,761 | 2025-08-08 | Filing | |
| $14.06 | 7,500 | $105,450.00 | 146,285 | 2025-08-07 | Filing | |
| $13.75 | 380 | $5,225.00 | 380 | 2025-03-12 | Filing | |
| $14.18 | 1,000 | $14,179.00 | 2,000 | 2025-03-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.14 | 5,000 | $95,700.00 | 30,482 | 2025-12-11 | Filing | |
| $19.08 | 5,000 | $95,400.00 | 35,482 | 2025-12-11 | Filing | |
| $16.63 | 2,500 | $41,562.50 | 91,018 | 2025-11-25 | Filing | |
| $16.69 | 12,500 | $208,625.00 | 93,518 | 2025-11-25 | Filing | |
| $19.15 | 21,508 | $411,878.20 | 97,053 | 2024-08-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,052,613 | $38,897,016 | 0.06% | |
| 2. | 877,175 | $16,421,661 | 0% | |
| 3. | 865,619 | $16,204,393 | 0% | |
| 4. | 627,655 | $11,749,701 | 0% | |
| 5. | 605,000 | $11,325,600 | 6.11% |