Portfolio (Quarterly)
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RIVERBRIDGE PARTNERS LLC
· CIK 0001112325| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FWRG | First Watch Restaurant Group, | Consumer Cyclical | 2,091,700.0 | $21.9M | 0.54% | +996K | +90.8% | $10.48 | +2.7% |
| 62 | — | Riverbridge Growth Fund - Inst | — | 841,027.0 | $21.4M | 0.52% | +9K | +1.0% | $25.39 | — |
| 63 | PNTG | Pennant Group, Inc. | Healthcare | 661,051.0 | $20.1M | 0.49% | -43K | -6.2% | $30.48 | +21.1% |
| 64 | SNPS | Synopsys, Inc. | Technology | 49,118.0 | $19.5M | 0.48% | +8K | +20.7% | $396.48 | +28.6% |
| 65 | CHE | Chemed Corporation | Healthcare | 50,747.0 | $19.2M | 0.47% | -3K | -6.2% | $377.74 | +15.0% |
| 66 | AGYS | Agilysys, Inc. | Technology | 256,054.0 | $18.2M | 0.45% | -76K | -22.9% | $71.14 | -5.3% |
| 67 | POWI | Power Integrations, Inc. | Technology | 336,068.0 | $17.2M | 0.42% | -22K | -6.0% | $51.20 | +40.0% |
| 68 | HLMN | Hillman Solutions Corporation | Industrials | 2,054,588.0 | $17.1M | 0.42% | -111K | -5.1% | $8.32 | -10.2% |
| 69 | LOAR | Loar Holdings, Inc. | Industrials | 258,416.0 | $14.8M | 0.36% | -19K | -6.7% | $57.29 | +8.3% |
| 70 | APPF | AppFolio, Inc. | Technology | 88,112.0 | $13.9M | 0.34% | NEW | — | $157.82 | -3.9% |
| 71 | CWST | Casella Waste Systems, Inc. | Industrials | 173,205.0 | $13.7M | 0.34% | NEW | — | $79.34 | +8.8% |
| 72 | DV | DoubleVerify Holdings, Inc. | Technology | 1,442,814.0 | $13.7M | 0.34% | -219K | -13.2% | $9.50 | -9.4% |
| 73 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 17,612.0 | $12.8M | 0.31% | -11K | -39.4% | $727.87 | +17.2% |
| 74 | TOST | Toast, Inc. | Technology | 459,807.0 | $12.2M | 0.30% | -295K | -39.1% | $26.51 | -13.0% |
| 75 | WSC | WillScot Holdings Corporation | Industrials | 669,142.0 | $11.6M | 0.28% | -47K | -6.6% | $17.36 | +50.5% |
| 76 | LMAT | LeMaitre Vascular, Inc. | Healthcare | 105,599.0 | $11.5M | 0.28% | NEW | — | $109.17 | -8.9% |
| 77 | DOCS | Doximity, Inc. | Healthcare | 489,742.0 | $11.4M | 0.28% | -39K | -7.3% | $23.30 | -22.7% |
| 78 | ACVA | ACV Auctions, Inc. | Consumer Cyclical | 2,687,459.0 | $11.4M | 0.28% | -435K | -13.9% | $4.24 | +39.6% |
| 79 | RBC | RBC Bearings, Inc. | Industrials | 20,386.0 | $11.1M | 0.27% | NEW | — | $543.12 | +12.7% |
| 80 | CRL | Charles River Laboratories Int | Healthcare | 63,788.0 | $11.0M | 0.27% | -36K | -35.8% | $172.50 | -7.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.4%
Healthcare
20.5%
Industrials
16.3%
Consumer Cyclical
13.2%
Financial Services
6.7%
Communication Services
4.7%
Consumer Defensive
4.7%
Real Estate
1.4%
Basic Materials
1.1%
Energy
0.0%