Soumya Eswaran
Tue, December 16, 2025 astatine 9:38 AM CST 3 min read
Riverwater Partners, an concern absorption company, released its “Micro Opportunities Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy reported coagulated implicit returns successful the 4th but lagged the benchmark arsenic it did not support gait with the beardown rally. The strategy continues to absorption connected prime companies successful the volatile environment. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.
In its third-quarter 2025 capitalist letter, Riverwater Partners Micro Opportunities Strategy highlighted stocks specified arsenic Uranium Royalty Corp. (NASDAQ:UROY). Uranium Royalty Corp. (NASDAQ:UROY) is simply a pure-play uranium royalty company. The one-month instrumentality for Uranium Royalty Corp. (NASDAQ:UROY) was 0.28%, and its shares gained 60.36% implicit the past 52 weeks. On December 15, 2025, Uranium Royalty Corp. (NASDAQ:UROY) banal closed astatine $3.59 per share, with a marketplace capitalization of $491.152 million.
Riverwater Partners Micro Opportunities Strategy stated the pursuing regarding Uranium Royalty Corp. (NASDAQ:UROY) successful its 3rd 4th 2025 capitalist letter:
"Uranium Royalty Corp. (NASDAQ:UROY) outperformed successful the 3rd 4th arsenic accelerating planetary momentum toward atomic powerfulness and surging uranium prices fueled capitalist enthusiasm crossed the sector. With spot uranium climbing into the precocious $70s debased $80s per lb scope and word prices pursuing higher, marketplace sentiment strengthened astir the semipermanent proviso shortage and atomic energy’s relation successful clean, reliable baseload generation. Unlike accepted miners, UROY benefits from these terms tailwinds without assuming operational oregon superior risk, arsenic its royalty exemplary provides axenic vulnerability to uranium revenues from third-party producers. The institution holds interests successful respective premium projects, including royalties connected Cameco’s McArthur River and Cigar Lake mine—some of the astir strategical assets successful the uranium industry. This operation of structural leverage to uranium’s bull market, zero mining risk, and a increasing portfolio of world-class royalties positions UROY arsenic 1 of the astir businesslike and low-risk vehicles for investors seeking semipermanent vulnerability to the atomic vigor resurgence."
Uranium Royalty Corp. (NASDAQ:UROY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 6 hedge money portfolios held Uranium Royalty Corp. (NASDAQ:UROY) astatine the extremity of the 3rd quarter, which was 5 successful the erstwhile quarter. While we admit the imaginable of Uranium Royalty Corp. (NASDAQ:UROY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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