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an hour ago
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Here's Why APA Corp. (APA) Shares Pressured in Q2
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as APA Corporation (NASDAQ:APA). APA Corporation (NASDAQ:APA) engages in oil and natural gas exploration, development, and production. The one-month return of APA Corporation (NASDAQ:APA) was 0.97%, and its shares lost 36.90% of their value over the last 52 weeks. On July 29, 2025, APA Corporation (NASDAQ:APA) stock closed at $19.68 per share, with a market capitalization of $7.101 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding APA Corporation (NASDAQ:APA) in its second quarter 2025 investor letter: "APA Corporation (NASDAQ:APA) is an independent exploration and production (E&P) operating offshore in Midland and Delaware basins in the Permian and onshore Egypt. The company has lucrative financial contracts that allow it to generate significant free cash flow (FCF) from differentials in natural gas prices. Investing in this company provides exposure to an energy market that was underearning versus normal levels of profitability and is currently generating significant FCF in what could be a perennially undersupplied market. Stock performance continued to be pressured throughout the quarter, driven by worries surrounding the Organization of the Petroleum Exporting Countries+ (OPEC+) barrels returning to the market, coupled with slowing demand. We believe that APA is misunderstood as investors are focusing on relatively shorter resource life in the Permian without factoring reinvestment opportunities in Suriname, Egypt, and potentially Alaska." Workers in hard hats and safety gear processing oil and gas in a US refinery. APA Corporation (NASDAQ:APA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held APA Corporation (NASDAQ:APA) at the end of the first quarter, compared to 34 in the previous quarter. While we acknowledge the potential of APA Corporation (NASDAQ:APA) 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. In another article, we covered APA Corporation (NASDAQ:APA) and shared Ariel Focus Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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
an hour ago
- Business
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Here's Why UnitedHealth Group (UNH) is on the Hotchkis & Wiley Large Cap Disciplined Value Fund's Contributors' List
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -15.12%, and its shares lost 54.69% of their value over the last 52 weeks. On July 29, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $261.07 per share, with a market capitalization of $236.827 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2025 investor letter: "UnitedHealth Group Incorporated (NYSE:UNH) is a large US health insurer. Until very recently, UNH traded at a material premium to its peers, reflecting its status as a premium growth stock with momentum. We did not own the stock. However, recent negative headlines, combined with the first earnings miss in 10 years, resulted in a >50% selloff in the company's shares. This decline contributed positively to the strategy's relative performance vs. the index, where UNH was a meaningful weight. We purchased UNH shares after the selloff at what we believe is a compelling valuation." A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) is in 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the first quarter, which was 150 in the previous quarter. While we acknowledge the potential of UnitedHealth Group Incorporated (NYSE:UNH) 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. In another article, we covered UnitedHealth Group Incorporated (NYSE:UNH) and shared the list most undervalued blue-chip stocks to buy according to hedge funds. Polen Focus Growth Strategy sold its stake in UnitedHealth Group Incorporated (NYSE:UNH) during Q2 2025 due to reduced guidance. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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
an hour ago
- Business
- Yahoo
Here's What Affected NOV's (NOV) Sales and Profitability
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as NOV Inc. (NYSE:NOV). NOV Inc. (NYSE:NOV) provides solutions for oil and gas drilling and production, and industrial and renewable energy sectors. The one-month return of NOV Inc. (NYSE:NOV) was -1.29%, and its shares lost 37.42% of their value over the last 52 weeks. On July 29, 2025, NOV Inc. (NYSE:NOV) stock closed at $13.03 per share, with a market capitalization of $4.896 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding NOV Inc. (NYSE:NOV) in its second quarter 2025 investor letter: "NOV Inc. (NYSE:NOV) is a leading diversified provider of oilfield capital equipment, consumables and services. The downturn in energy prices has reduced oilfield activity below sustainable levels, hurting NOV's sales and profitability. As activity rebounds, the majority of NOV's product lines should experience increases in volumes and pricing, while longer-term, the earnings power of Rig Aftermarket business should also improve given a large installed base. A newbuild rig cycle – whether onshore or offshore – would provide upside to our normal estimates." An engineer inspecting a complete set of oil and gas components. NOV Inc. (NYSE:NOV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held NOV Inc. (NYSE:NOV) at the end of the first quarter, which was 34 in the previous quarter. While we acknowledge the potential of NOV Inc. (NYSE:NOV) 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. In another article, we covered NOV Inc. (NYSE:NOV) and shared the list of most undervalued stocks to invest in for under $20. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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. Sign in to access your portfolio
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an hour ago
- Business
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Kraft Heinz (KHC) Traded Down Due to Mixed Earnings Results
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as The Kraft Heinz Company (NASDAQ:KHC). The Kraft Heinz Company (NASDAQ:KHC) manufactures and markets food and beverage products. The one-month return of The Kraft Heinz Company (NASDAQ:KHC) was 5.54%, and its shares lost 18.89% of their value over the last 52 weeks. On July 29, 2025, The Kraft Heinz Company (NASDAQ:KHC) stock closed at $28.56 per share, with a market capitalization of $33.802 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding The Kraft Heinz Company (NASDAQ:KHC) in its second quarter 2025 investor letter: "The Kraft Heinz Company (NASDAQ:KHC) is the third largest U.S. food and beverage company. KHC shares declined following mixed earnings results in the quarter. While organic sales growth over the medium term is likely to be just 1-2%, we believe the company can also make bolt-on acquisitions and share repurchases to further ensure positive earnings per share (EPS) growth. Modest EPS growth combined with a dividend yield above 4% should result in a competitive total return." A closeup of an assembly line worker inspecting a newly produced jar of condiments and sauces. The Kraft Heinz Company (NASDAQ:KHC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held The Kraft Heinz Company (NASDAQ:KHC) at the end of the first quarter, which was 43 in the previous quarter. While we acknowledge the potential of The Kraft Heinz Company (NASDAQ:KHC) 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. In another article, we covered The Kraft Heinz Company (NASDAQ:KHC) and shared the list of the best food stocks with dividends. The Kraft Heinz Company (NASDAQ:KHC) detracted from Longleaf Partners Fund's performance in the second quarter of 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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
an hour ago
- Business
- Yahoo
What Makes Citigroup (C) an Attractive Stock?
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Large Cap Disciplined Value Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 rose 10.9% in Q2 2025, despite recent volatility. After the "liberation day' tariff announcement on April 2, the index plunged over 12% in four days. The market rebounded from this low, nearly +25% over the next ~11 weeks, to finish the quarter at an all-time high. In this environment, the fund performed in line with the Russell 1000 Value Index and returned 3.37% vs. 3.79% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Large Cap Disciplined Value Fund highlighted stocks such as Citigroup Inc. (NYSE:C). Citigroup Inc. (NYSE:C) is a diversified financial services holding company. The one-month return of Citigroup Inc. (NYSE:C) was 9.43%, and its shares gained 46.33% of their value over the last 52 weeks. On July 29, 2025, Citigroup Inc. (NYSE:C) stock closed at $94.48 per share, with a market capitalization of $173.928 billion. Hotchkis & Wiley Large Cap Disciplined Value Fund stated the following regarding Citigroup Inc. (NYSE:C) in its second quarter 2025 investor letter: "Citigroup Inc. (NYSE:C) is one of the largest US banks by total assets. Investment in its IT, compliance and risk capabilities have pressured margins and returns over recent years, obscuring the banks strong core franchise. With these investments now largely complete we expect Citi's expense to decline and its margins and returns to be more consistent with peers. Citigroup performed well in the quarter on improved profitability and positive operating leverage. We think that C is very undervalued on our normal expectations and would still be attractive even if they do not fully achieve their goals." A view of a busy banking hall, customers engaging with banking staff to conduct their financial transactions. Citigroup Inc. (NYSE:C) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held Citigroup Inc. (NYSE:C) at the end of the first quarter, which was 101 in the previous quarter. While we acknowledge the potential of Citigroup Inc. (NYSE:C) 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. In another article, we covered Citigroup Inc. (NYSE:C) and shared the list of most undervalued blue-chip stocks to buy according to hedge funds. Citigroup Inc. (NYSE:C) was the top contributor to Oakmark Fund's performance during Q2 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. 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
