Riverwater Partners released its Q4 2025 investor letter for the “Micro Opportunities Strategy,” noting a challenging year with underperformance compared to benchmarks due to low-quality stocks outperforming. The strategy plans to focus on micro-cap companies in 2026. IRADIMED CORPORATION (NASDAQ:IRMD) was highlighted as a top performer, with a one-month return of 5.01% and shares up 72.38% in the last 52 weeks, closing at $102.00 per share on December 15, 2025.

In the investor letter, Riverwater Partners praised IRADIMED CORPORATION (NASDAQ:IRMD) as the top contributor for both Q4 and FY2025, with a 38% rally in Q4 and an 80% gain for the year. The company is not among the 30 most popular stocks among hedge funds, but 14 hedge fund portfolios held it by the end of Q3 2025. IRADIMED CORPORATION (NASDAQ:IRMD) reported record revenue of $21.2 million in Q3 2025, a 16% increase from the previous year.

Read more at Yahoo Finance: Accelerating with Solid Capital Return