Limoneira (LMNR): Near-Term Result Masks Long-Term Potential

2 weeks ago 11

Soumya Eswaran

Mon, January 19, 2026 astatine 7:52 AM CST 3 min read

Riverwater Partners, an concern absorption company, released its “Micro Opportunities Strategy” Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Both Q4 and the afloat twelvemonth 2025 were challenging for the strategy, which struggled to lucifer the benchmark show successful Q4 and FY2025. The underweight vulnerability successful speculative areas of the marketplace led to the underperformance successful the 2nd fractional of the year. Low-quality stocks with mediocre fundamentals outperformed the marketplace successful the year. The strategy’s accent connected high-quality stocks lagged down the broader marketplace trends. Heading to 2026, the Strategy focuses connected micro-cap companies with broader income and maturation trajectories and believes that the low-quality banal marketplace rallies volition beryllium short-lived. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Riverwater Partners Micro Opportunities Strategy highlighted Limoneira Company (NASDAQ:LMNR) arsenic 1 of the apical show detractors. Limoneira Company (NASDAQ:LMNR) is an agribusiness operator. On January 16, 2026, Limoneira Company (NASDAQ:LMNR) banal closed astatine $14.24 per share. One-month instrumentality of Limoneira Company (NASDAQ:LMNR) was -3.06%, and its shares mislaid 38.22% of their worth implicit the past 52 weeks. Limoneira Company (NASDAQ:LMNR) has a marketplace capitalization of $258.016 million.

Riverwater Partners Micro Opportunities Strategy stated the pursuing regarding Limoneira Company (NASDAQ:LMNR) successful its 4th fourth 2025 capitalist letter:

"Limoneira Company (NASDAQ:LMNR) was our apical underperformer successful 2025 arsenic near-term results failed to bespeak the worth of long-cycle investments the institution has been making for respective years, investigating capitalist patience contempt a dependable strategical foundation. As a 132-year-old California agribusiness and the largest avocado grower successful the United States, Limoneira has methodically expanded its avocado acreage, planting astir 1,500 acres, with astir 700 acres inactive progressing toward afloat production—a process that inherently takes 4 to 5 years and cannot beryllium accelerated.