Accelerated Momentum Boosted Uranium Royalty Corp. (UROY) in Q3

Core Insights - Riverwater Partners' "Micro Opportunities Strategy" reported solid absolute returns in Q3 2025 but lagged behind the benchmark due to not keeping pace with the strong market rally [1] - The strategy continues to focus on quality companies amid a volatile environment [1] Company Highlights - Uranium Royalty Corp. (NASDAQ:UROY) is highlighted as a key stock in the investor letter, showing a one-month return of 0.28% and a 52-week gain of 60.36% [2] - As of December 15, 2025, UROY's stock closed at $3.59 per share, with a market capitalization of $491.152 million [2] Industry Context - UROY outperformed in Q3 2025 due to increasing global momentum towards nuclear power and rising uranium prices, with spot uranium prices climbing into the high $70s to low $80s per pound [3] - The company benefits from a royalty model that provides exposure to uranium revenues without operational or capital risk, holding interests in premium projects like Cameco's McArthur River and Cigar Lake mines [3] - UROY is positioned as a low-risk investment vehicle for long-term exposure to the nuclear energy resurgence, leveraging structural advantages in the uranium bull market [3] Hedge Fund Interest - UROY was held by 6 hedge fund portfolios at the end of Q3 2025, an increase from 5 in the previous quarter, indicating growing interest [4] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4]