Latest news with #LongleafPartners
Yahoo
20 hours ago
- Business
- Yahoo
Here's Why Boston Beer Co (SAM) Traded Down in Q1
Longleaf Partners, managed by Southeastern Asset Management, released its 'Small-Cap Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 1.50% in the first quarter, compared to the Russell 3000's -4.72% return and the Russell 2000's -9.48% decline. The portfolio performed well in a difficult quarter for small-cap stocks. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Longleaf Partners Small-Cap Fund highlighted stocks such as The Boston Beer Company, Inc. (NYSE:SAM). The Boston Beer Company, Inc. (NYSE:SAM) is a beverage company that engages in the production and distribution of alcoholic beverages. The one-month return of The Boston Beer Company, Inc. (NYSE:SAM) was -18.62%, and its shares lost 38.68% of their value over the last 52 weeks. On June 26, 2025, The Boston Beer Company, Inc. (NYSE:SAM) stock closed at $187.06 per share, with a market capitalization of $2.085 billion. Longleaf Partners Small-Cap Fund stated the following regarding The Boston Beer Company, Inc. (NYSE:SAM) in its Q1 2025 investor letter: "The Boston Beer Company, Inc. (NYSE:SAM) – US beverage company Boston Beer detracted in the quarter. The stock price has been under pressure due to macro concerns around declining alcohol consumption trends, combined with concerns on the Truly brand's continued declines and overall company margins. Both we and the company believe these headwinds can be overcome, and the company has multiple drivers to grow in the next twelve months. Management is taking action to increase value per share in the meantime by being one of our larger share repurchasers in the portfolio currently. Expectations for growth have been reset to a flattish level, and from this lower base, we remain optimistic in the long-term opportunity." A closeup shot of a beer tap pouring a golden lager. The Boston Beer Company, Inc. (NYSE:SAM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held The Boston Beer Company, Inc. (NYSE:SAM) at the end of the first quarter, which was 29 in the previous quarter. While we acknowledge the potential of The Boston Beer Company, Inc. (NYSE:SAM) 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 undervalued AI stock set for massive gains. In another article, we covered The Boston Beer Company, Inc. (NYSE:SAM) and shared the list of best alcohol stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of NYSE:SAM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20 hours ago
- Business
- Yahoo
Graham Holdings (GHC) Reported Solid Quarter Amid Volatility
Longleaf Partners, managed by Southeastern Asset Management, released its 'Small-Cap Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 1.50% in the first quarter, compared to the Russell 3000's -4.72% return and the Russell 2000's -9.48% decline. The portfolio performed well in a difficult quarter for small-cap stocks. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Longleaf Partners Small-Cap Fund highlighted stocks such as Graham Holdings Company (NYSE:GHC). Graham Holdings Company (NYSE:GHC) is a diversified holding company that engages in media, education, and healthcare businesses. The one-month return of Graham Holdings Company (NYSE:GHC) was 1.43%, and its shares gained 39.33% of their value over the last 52 weeks. On June 26, 2025, Graham Holdings Company (NYSE:GHC) stock closed at $966.28 per share, with a market capitalization of $4.213 billion. Longleaf Partners Small-Cap Fund stated the following regarding Graham Holdings Company (NYSE:GHC) in its Q1 2025 investor letter: "Graham Holdings Company (NYSE:GHC) – Diversified education, healthcare and media company Graham Holdings contributed for the quarter. The company reported a solid quarter of low-mid single-digit percentage value growth and continues to position itself well for tougher times with its net cash balance sheet. For a deeper dive into Graham, please listen to our podcast with CEO Tim O'Shaughnessy that we recorded in March." A student in a classroom eagerly raising their hand, highlighting the quality of the company's test preparation services. Graham Holdings Company (NYSE:GHC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 20 hedge fund portfolios held Graham Holdings Company (NYSE:GHC) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Graham Holdings Company (NYSE:GHC) 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 undervalued AI stock set for massive gains. In another article, we covered Graham Holdings Company (NYSE:GHC) and shared the list of best low float stocks to invest in. Graham Holdings Company (NYSE:GHC) was a top contributor to Longleaf Partners Small-Cap Fund's performance over the past year. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of GHC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21 hours ago
- Business
- Yahoo
Macroeconomic Environment Pulled Down Park Hotels & Resorts Inc (PK) in Q1
Longleaf Partners, managed by Southeastern Asset Management, released its 'Small-Cap Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 1.50% in the first quarter, compared to the Russell 3000's -4.72% return and the Russell 2000's -9.48% decline. The portfolio performed well in a difficult quarter for small-cap stocks. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Longleaf Partners Small-Cap Fund highlighted stocks such as Park Hotels & Resorts Inc. (NYSE:PK). Park Hotels & Resorts Inc. (NYSE:PK) is a publicly traded lodging real estate investment trust. The one-month return of Park Hotels & Resorts Inc. (NYSE:PK) was 1.54%, and its shares lost 29.77% of their value over the last 52 weeks. On June 26, 2025, Park Hotels & Resorts Inc. (NYSE:PK) stock closed at $10.52 per share, with a market capitalization of $2.103 billion. Longleaf Partners Small-Cap Fund stated the following regarding Park Hotels & Resorts Inc. (NYSE:PK) in its Q1 2025 investor letter: Park Hotels – Hotel owner and operator Park Hotels was a detractor for the quarter. As a stock that is sensitive to the macroeconomic environment, it traded lower as travel demand slowed even though the company reported solid results with 3%+ revenue per available room (RevPAR) growth. Park remains in a much better financial position than in recent years and will soon see debt related to former assets in San Francisco come off the books. The other positive is that we are finally beginning to see an uptick in hotel transaction activity, and we believe Park could be a compelling target. A high-end hotel suite with trendy contemporary décor and luxurious amenities. Park Hotels & Resorts Inc. (NYSE:PK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge fund portfolios held Park Hotels & Resorts Inc. (NYSE:PK) at the end of the first quarter, which was 26 in the previous quarter. While we acknowledge the potential of Park Hotels & Resorts Inc. (NYSE:PK) 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 undervalued AI stock set for massive gains. In another article, we covered Park Hotels & Resorts Inc. (NYSE:PK) and shared the list of best hospitality stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of PK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21 hours ago
- Business
- Yahoo
Is Potlatchdeltic Corp (PCH) an Undervalued Stock?
Longleaf Partners, managed by Southeastern Asset Management, released its 'Small-Cap Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 1.50% in the first quarter, compared to the Russell 3000's -4.72% return and the Russell 2000's -9.48% decline. The portfolio performed well in a difficult quarter for small-cap stocks. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Longleaf Partners Small-Cap Fund highlighted stocks such as PotlatchDeltic Corporation (NASDAQ:PCH). PotlatchDeltic Corporation (NASDAQ:PCH) is a Real Estate Investment Trust (REIT) that owns nearly 2.2 million acres of timberlands. The one-month return of PotlatchDeltic Corporation (NASDAQ:PCH) was 0.03%, and its shares lost 0.10% of their value over the last 52 weeks. On June 26, 2025, PotlatchDeltic Corporation (NASDAQ:PCH) stock closed at $39.35 per share, with a market capitalization of $3.093 billion. Longleaf Partners Small-Cap Fund stated the following regarding PotlatchDeltic Corporation (NASDAQ:PCH) in its Q1 2025 investor letter: "PotlatchDeltic Corporation (NASDAQ:PCH) – Timberland and mill company PotlatchDeltic was a contributor for the quarter. The company performed fine in the quarter even though housing demand remains below trend. We slightly trimmed our position as the company was viewed as a potential tariff winner. While not the most exciting company, PotlatchDeltic remains an undervalued, reliable dividend payer with a disciplined management team." Aerial view of a timberland with lush green trees and sunlight filtering through the branches. PotlatchDeltic Corporation (NASDAQ:PCH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 26 hedge fund portfolios held PotlatchDeltic Corporation (NASDAQ:PCH) at the end of the first quarter, which was 22 in the previous quarter. While we acknowledge the potential of PotlatchDeltic Corporation (NASDAQ:PCH) 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 undervalued AI stock set for massive gains. In another article, we covered PotlatchDeltic Corporation (NASDAQ:PCH) and shared Heartland Value Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of PCH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-04-2025
- Business
- Yahoo
Longleaf Partners Fund Believes PayPal Holdings (PYPL) Has a Compelling Path Forward
Longleaf Partners, managed by Southeastern Asset Management, released its 'Partners Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -5.14% in the first quarter, compared to the S&P 500's -4.27% return and Russell 1000 Value's 2.14% return. The firm's stock price performance was volatile, but its confidence in future returns grew as the quarter progressed. The firm invested in quality companies that it thinks are strong and resilient to difficult circumstances. The portfolio has significantly outperformed the index, demonstrating this resiliency since the market peak on February 19th. The rise of its underlying value per share outpaced the performance of the stock price during the quarter. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Longleaf Partners Fund highlighted stocks such as PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a technology platform that enables digital payments. The one-month return of PayPal Holdings, Inc. (NASDAQ:PYPL) was -12.44%, and its shares lost 1.77% of their value over the last 52 weeks. On April 17, 2025, PayPal Holdings, Inc. (NASDAQ:PYPL) stock closed at $61.00 per share with a market capitalization of $60.344 billion. Longleaf Partners Fund stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q1 2025 investor letter: "PayPal Holdings, Inc. (NASDAQ:PYPL) – Digital payments platform PayPal was a detractor for the quarter. The stock price declined significantly more than the few percentage points decline in our appraisal value after mildly disappointing results. Growth was in the mid-single-digit range when the market was hoping for high-single-digits. While we trimmed part of our position early in the quarter, in hindsight a larger reduction would have been prudent. However, we continue to see a compelling path forward for this high-quality business, which is still not optimized under relatively new CEO Alex Chriss." A consumer in a cafe paying for goods using a mobile payment app. PayPal Holdings, Inc. (NASDAQ:PYPL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge fund portfolios held PayPal Holdings, Inc. (NASDAQ:PYPL) at the end of the fourth quarter which was 90 in the previous quarter. While we acknowledge the potential of PayPal Holdings, Inc. (NASDAQ:PYPL) 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 PayPal Holdings, Inc. (NASDAQ:PYPL) and shared Wedgewood Partners' views on the company. 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. Sign in to access your portfolio
