Latest news with #HeartlandOpportunisticValueEquityStrategy
Yahoo
08-05-2025
- Business
- Yahoo
Should You Expect Upside Potential in Donaldson Company (DCI)?
Heartland Advisors, an investment management company, released its 'Heartland Opportunistic Value Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 0.90% (net of bundled fees) in the quarter, compared to a 1.64% return for the Russell 3000® Value Index. Stock selection varied during the quarter, exhibiting a positive selection effect in 5 out of 11 sectors, primarily driven by Utilities and Information Technology. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as Donaldson Company, Inc. (NYSE:DCI). Headquartered in Bloomington, Minnesota, Donaldson Company, Inc. (NYSE:DCI) manufactures and sells filtration systems and replacement parts. The one-month return of Donaldson Company, Inc. (NYSE:DCI) was 3.34%, and its shares lost 10.93% of their value over the last 52 weeks. On May 7, 2025, Donaldson Company, Inc. (NYSE:DCI) stock closed at $66.15 per share with a market capitalization of $7.906 billion. Heartland Opportunistic Value Equity Strategy stated the following regarding Donaldson Company, Inc. (NYSE:DCI) in its Q1 2025 investor letter: Industrials: During the quarter, we initiated a new position in Donaldson Company, Inc. (NYSE:DCI), a leading manufacturer of industrial filtration systems. Filtration is a 'razor & razorblade' business model, with margins significantly lower on first-fit original equipment and higher on the annuity-like revenue stream from aftermarket sales. Thanks to Donaldson's long history of operating in niche markets, its business skews around 65% aftermarket and 35% first fit, providing a more stable revenue profile than traditional Industrial machinery suppliers. A close-up of a factory worker carefully installing a part on an air filtration system. Donaldson Company, Inc. (NYSE:DCI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held Donaldson Company, Inc. (NYSE:DCI) at the end of the fourth quarter, compared to 29 in the third quarter. Donaldson Company, Inc. (NYSE:DCI) reported sales of $870 million in the second quarter of fiscal 2025, down 1% year-over-year. While we acknowledge the potential of Donaldson Company, Inc. (NYSE:DCI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Donaldson Company, Inc. (NYSE:DCI) and shared the list of best mid-cap dividend aristocrat stocks. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
08-05-2025
- Business
- Yahoo
JB Hunt Transportation Services (JBHT) Had a Challenging Quarter. Here's Why
Heartland Advisors, an investment management company, released its 'Heartland Opportunistic Value Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 0.90% (net of bundled fees) in the quarter, compared to a 1.64% return for the Russell 3000® Value Index. Stock selection varied during the quarter, exhibiting a positive selection effect in 5 out of 11 sectors, primarily driven by Utilities and Information Technology. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Opportunistic Value Equity Strategy highlighted stocks such as J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT). J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) offers surface transportation, delivery, and logistic services in the United States. The one-month return of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) was -0.18%, and its shares lost 21.13% of their value over the last 52 weeks. On May 7, 2025, J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) stock closed at $132.95 per share with a market capitalization of $13.311 billion. Heartland Opportunistic Value Equity Strategy stated the following regarding J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) in its Q1 2025 investor letter: "Industrials. This was a challenging quarter for JB Hunt Transportation Services, Inc. (JBHT), a diversified transportation company with a focus on intermodal shipping. Customers hire Hunt to move freight in a more efficient manner than substitutes. The company owns the largest fleet of 53-foot shipping containers, which allows three ocean-freight containers to be consolidated into two Hunt containers that are moved by rail (via third party partners) and by company-owned trucks that transport containers to their final destination. Rail is the most efficient method of freight transportation, and Hunt is a key enabler of transferring semi-trailer miles onto railroads. A truck on a highway, its exhausts billowing in the air. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 47 hedge fund portfolios held J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) at the end of the fourth quarter, compared to 39 in the third quarter. While we acknowledge the potential of J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) and shared the list of stocks on Jim Cramer's Radar. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
