Riverwater Partners released its Q3 2025 investor letter for the Small Cap Strategy. The strategy reported solid results but lagged behind the benchmark due to the market’s preference for lower-quality companies. The firm remains focused on higher-quality companies with consistent revenue and a transparent path to profitability.

In the investor letter, Riverwater Partners highlighted Worthington Enterprises, Inc. (NYSE: WOR), an industrial manufacturing company with Consumer Products and Building Products segments. WOR had a one-month return of 9.63% and shares gained 51.15% over the last 52 weeks, closing at $57.74 per share on December 15, 2025, with a market capitalization of $2.875 billion.

Riverwater Partners Small Cap Strategy described Worthington Enterprises, Inc. (NYSE: WOR) as a diversified industrial manufacturer operating through Consumer Products and Building Products segments. The company has well-known brands like Coleman®, Bernzomatic®, and Garden Weasel® in the Consumer Products segment, while the Building Products segment focuses on pressurized containment solutions and profitable joint ventures. WOR has repositioned itself as an asset-light growth platform with a focus on transformation, innovation, and strategic M&A.

Read more at Yahoo Finance: What Makes Worthington Enterprises (WOR) an Attractive Investment Choice?