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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1976
KP
Kiltearn Partners
United Kingdom
$0 -$49.7M 0 – Closed
1977
KA
KLCM Advisors
Wisconsin
$0 -$237K 0 – Closed
1978
LPU
Lansdowne Partners (UK)
United Kingdom
$0 -$797K 0 – Closed
1979
LWM
Lenox Wealth Management
Ohio
$0 -$1K 0 – Closed
1980
LCP
Longbow Capital Partners
New York
$0 -$454K 0 – Closed
1981
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$0 -$204K 0 – Closed
1982
MLIC
Mandatum Life Insurance Company
Finland
$0 -$2.17M 0 – Closed
1983
MMEA
MEAG MUNICH ERGO AssetManagement
Germany
$0 -$399K 0 – Closed
1984
MFT
Moisand Fitzgerald Tamayo
Florida
$0 -$9K 0 – Closed
1985
Montag & Associates
Montag & Associates
Georgia
$0 -$1.82M 0 – Closed
1986
PAM
PartnerRe Asset Management
Connecticut
$0 -$941K 0 – Closed
1987
Peconic Partners
Peconic Partners
New York
$0 -$9.35M 0 – Closed
1988
PCM
Piermont Capital Management
Missouri
$0 -$550K 0 – Closed
1989
PRCM
Pine River Capital Management
Minnesota
$0 -$1.49M 0 – Closed
1990
PointState Capital
PointState Capital
New York
$0 -$12.7M 0 – Closed
1991
PFM
Premier Fund Managers
United Kingdom
$0 -$551K 0 – Closed
1992
QC
QCM Cayman
Texas
$0 -$201K 0 – Closed
1993
RA
Rational Advisors
New York
$0 -$1.49M 0 – Closed
1994
Reinhart Partners
Reinhart Partners
Wisconsin
$0 -$1.36M 0 – Closed
1995
RDM
Retirement Design & Management
Connecticut
$0 -$232K 0 – Closed
1996
SCP
Scoria Capital Partners
Connecticut
$0 -$5.7M 0 – Closed
1997
SCM
Segantii Capital Management
Hong Kong
$0 -$452K 0 – Closed
1998
SCM
SG Capital Management
Illinois
$0 -$93K 0 – Closed
1999
SMG
Spectrum Management Group
Indiana
$0 -$56K 0 – Closed
2000
SIA
Starfire Investment Advisers
Michigan
$0 -$201K 0 – Closed