Riverwater Partners Small Cap Strategy Sold Its Stake in Haemonetics Corporation (HAE) in Q3

3 days ago 6

Soumya Eswaran

Tue, December 16, 2025 astatine 7:15 AM CST 3 min read

Riverwater Partners, an concern absorption company, released its “Small Cap Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Small Cap Core Strategy reported coagulated results for the 4th but did not support gait with the crisp rally, frankincense lagging the benchmark. The market’s penchant for lower-quality companies persisted successful the 4th and contributed importantly to the benchmark’s outperformance. On the different hand, the strategy remains focused connected higher-quality companies with enduring fundamentals, accordant revenue, and a transparent way to profitability. The steadfast powerfully believes that the strategy is well-positioned successful the challenging quarter. 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 Small Cap Strategy highlighted stocks specified arsenic Haemonetics Corporation (NYSE:HAE). Headquartered successful Boston, Massachusetts, Haemonetics Corporation (NYSE:HAE) is simply a aesculapian exertion company. The one-month instrumentality of Haemonetics Corporation (NYSE:HAE) was 8.06%, and its shares mislaid 2.03% of their worth implicit the past 52 weeks. On December 15, 2025, Haemonetics Corporation (NYSE:HAE) banal closed astatine $80.40 per share, with a marketplace capitalization of $3.873 billion.

Riverwater Partners Small Cap Strategy stated the pursuing regarding Haemonetics Corporation (NYSE:HAE) successful its 3rd 4th 2025 capitalist letter:

"Haemonetics Corporation (NYSE:HAE) detracted arsenic the humor absorption and infirmary proviso institution experienced challenges related to softer-than-expected request successful definite merchandise lines. While these near-term headwinds pressured the stock, we judge Haemonetics' indispensable relation successful infirmary humor management, coupled with caller merchandise launches and operational improvements, enactment a betterment successful performance. We exited the presumption during the 4th to redeploy superior into opportunities with clearer near-term catalysts."

Is Haemonetics Corporation (HAE) the Best Russell 2000 Stock to Buy According to Wall Street Analysts?

Haemonetics Corporation (NYSE:HAE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge money portfolios held Haemonetics Corporation (NYSE:HAE) astatine the extremity of the 3rd quarter, which was 29 successful the erstwhile quarter. In the 2nd 4th of fiscal 2026, Haemonetics Corporation (NYSE:HAE) reported gross of $327 million, marking a 5% reported gross decline. While we admit the imaginable of Haemonetics Corporation (NYSE:HAE) 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.