Riverwater Small Cap Strategy Q3 2026 Portfolio Update

During the third quarter of 2026, the Small Cap strategy slightly underperformed its benchmark, the Russell 2000 Index, in a period in which small cap stocks broadly declined. Top contributors include AtriCure and Red Violet; top detractors include Kodiak Gas Services and PDF Solutions. We initiated a position in IRadimed at the start of the quarter, replacing Talkspace after it was acquired.

Seeking Alpha • Oct 28, 2026

Kodiak Gas Services Announces Third Quarter 2026 Earnings Release and Conference Call Details

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS), ("Kodiak" or the "Company") today announced that it will release third quarter 2026 financial results on Monday, November 9, 2026 before the market opens. In conjunction with the release, the Company will host a conference call and webcast on Monday, November 9, 2026 at 11:00 a.m. Eastern Time (10:00 a.m. Central Time). What: Kodiak Gas Services Third Quarter 2026 Earnings Conference Call   When: Monday, November 9, 2.

Business Wire • Oct 27, 2026

Kodiak Gas Services (KGS) Earnings Expected to Grow: What to Know Ahead of Q3 Release

Kodiak Gas (KGS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 27, 2026

Kodiak Gas Services: The Selloff Value Investors Have Been Waiting For

Kodiak Gas Services is upgraded to 'Buy' after a sharp pullback, making valuation attractive amid robust fundamentals. KGS benefits from high fleet utilization, strong pricing, and long-term contracts supporting stable, growing cash flows. Expansion into distributed power generation, especially for data centers, offers a significant new growth platform and pipeline.

Seeking Alpha • Oct 26, 2026

Reworld® Welcomes Robert "Mickey" McKee to its Board of Directors

FLORHAM PARK, N.J., Oct. 21, 2026 /PRNewswire/ -- Reworld®, a leader in sustainable waste solutions, proudly announces the appointment of Robert "Mickey" McKee to its Board of Directors, effective October 1, 2026.

PRNewsWire • Oct 21, 2026

Kodiak Gas Services Announces Power Supply Agreement with West Texas Data Center

THE WOODLANDS, Texas--(BUSINESS WIRE)--Kodiak Gas Services, Inc. (NYSE: KGS) (“Kodiak”) today announced that it has entered into an agreement to provide 76 megawatts of behind-the-meter, baseload power capacity, including balance of plant, to a West Texas data center for a term of six years.Under the terms of the agreement, Kodiak will deploy approximately 40 reciprocating natural gas-fueled generation units to a data center operator that is contracted with an investment-grade-rated hyperscaler.

Business Wire • Sep 21, 2026

Kodiak Gas Services CEO Robert McKee Sells 6,008 Shares

The transaction was valued at approximately $375,000. The disposition reduced the executive's total direct and indirect equity stake by 2%.

The Motley Fool • Sep 4, 2026

Insider Waves Goodbye to Nearly 6,000 Shares of Energy Stock

The disposition represented ~$355,800 in gross proceeds at an execution price of $59.31 per share. McKee traded shares equal to 2% of the stake held before the filing.

The Motley Fool • Sep 3, 2026

Kodiak Gas Services: Multiple Growth Tailwinds

Kodiak Gas Services offers a compelling blend of high-utilization gas compression and emerging distributed power businesses, uniquely positioned for AI-driven data center demand. KGS targets expanding distributed power capacity from 405 MW to 2 GW by 2030, but this ambitious growth requires significant capital, exposing investors to leverage and dilution risks. Despite trading at a premium to tangible book and carrying $2.7B in debt, KGS demonstrates robust revenue growth, margin expansion, and nearly full fleet utilization.

Seeking Alpha • Aug 11, 2026

Kodiak Gas Services Q2 Earnings Call Highlights

Kodiak Gas Services NYSE: KGS reported record second-quarter adjusted EBITDA and raised portions of its 2026 outlook, as its contract compression business delivered higher pricing and margins and the company advanced plans to build a larger behind-the-meter power generation platform.

MarketBeat • Aug 8, 2026