Core Insights - Ave Maria Value Fund reported a return of 0.43% in Q3 2025, significantly underperforming the S&P 500 Index which returned 8.12% and the S&P MidCap 400® Index which gained 5.55% [1] Company Overview - WaterBridge Infrastructure LLC (NYSE:WBI) is highlighted as a new position in the Ave Maria Value Fund's portfolio, specializing in water infrastructure [2][3] - The company is the largest pure-play integrated water infrastructure firm in the U.S., primarily operating in the Permian Basin, a key area for oil and natural gas production [3] Stock Performance - As of January 6, 2026, WaterBridge Infrastructure LLC's stock closed at $18.99 per share, with a one-month return of -12.97% and a 52-week loss of 5.10% [2] - The market capitalization of WaterBridge Infrastructure LLC is reported at $821.6 million [2] Investment Strategy - The Ave Maria Value Fund maintained a stable portfolio with no liquidations and established only one new position in WaterBridge during Q3 2025 [3] - The fund aims to provide reliable and cost-effective water management solutions to meet the evolving needs of the exploration and production industry [3] Hedge Fund Interest - WaterBridge Infrastructure LLC was held by 44 hedge fund portfolios at the end of Q3 2025, indicating some level of interest among institutional investors [4] - Despite this interest, the analysis suggests that certain AI stocks may offer greater upside potential and lower downside risk compared to WaterBridge [4]
Here’s Why Ave Maria Value Fund Picked WaterBridge Infrastructure (WBI) in Q3