Summary

• During the quarter, we initiated five positions: Leggett & Platt, Inc., Sprouts Farmers Market, Inc., Methanex, Dick's Sporting Goods, and Jack Henry & Associates.
• We exited several positions during the quarter, reflecting our ongoing discipline around valuation, portfolio fit, and risk management.
• We sold our position in Amdocs as we chose to redeploy capital toward names with more attractive upside.

The following segment was excerpted from Riverwater Sustainable Value Strategy Q1 2026 Commentary.

The Sustainable Value Strategy underperformed its benchmark, the Russell 2500 Value Index, in the first quarter.

Strategy Additions & Sales

New Positions

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