River Oaks Capital

Concentrated long-term investing in 10-15 small, underfollowed public companies, focusing on wonderful businesses and deeply undervalued excessive-discount opportunities.2 published ideas

River Oaks Capital invests with a long-term, owner's mindset in a select number of small, underfollowed public companies. The fund seeks businesses run by capable, shareholder-aligned capital allocators, with durable economics and valuations that provide a meaningful margin of safety. It also invests in deeply undervalued companies where the discount to fair value can compensate for weaker business characteristics.

[https://www.riveroaks-capital.com](https://www.riveroaks-capital.com)

Ideas from River Oaks Capital

LongFFBBJun 2026

FFB Bank

FFB Bank is a Fresno-based community bank and payment processor that River Oaks believes combines a strong relationship-banking franchise with an underappreciated payments…

LongACNTJun 2026

Ascent Industries

Ascent Industries is a specialty chemical manufacturer undergoing a turnaround toward a higher-margin 'chemicals-as-a-service' model built around proprietary formulations and…

Letters covered

  • River Oaks Capital H1 2026 LetterJune 30, 2026

Source PDFs are not republished here; only extracted ideas and quotes.