Latest news with #SmallMidCap
Yahoo
6 days ago
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Here's What Pressured Civitas (CIVI) in Q2
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as Civitas Resources, Inc. (NYSE:CIVI). Civitas Resources, Inc. (NYSE:CIVI) is an oil and natural gas exploration and production company. The one-month return of Civitas Resources, Inc. (NYSE:CIVI) was 7.78%, and its shares lost 50.06% of their value over the last 52 weeks. On August 11, 2025, Civitas Resources, Inc. (NYSE:CIVI) stock closed at $30.75 per share, with a market capitalization of $2.849 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding Civitas Resources, Inc. (NYSE:CIVI) in its second quarter 2025 investor letter: "Among our bottom individual Q2 contributors to return were Insperity and Civitas Resources, Inc. (NYSE:CIVI). Shares of oil and gas exploration and production company Civitas were pressured by the combination of growing macroeconomic concerns in the wake of April's tariff announcements and OPEC's announcement that it would unwind production cuts early, possibly materially increasing supply in a weaker demand environment and weighing on oil prices." A close up of a tanker truck transporting crude oil, natural gas liquids, and natural gas. Civitas Resources, Inc. (NYSE:CIVI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Civitas Resources, Inc. (NYSE:CIVI) at the end of the first quarter, which was 47 in the previous quarter. While we acknowledge the potential of Civitas Resources, Inc. (NYSE:CIVI) 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 Civitas Resources, Inc. (NYSE:CIVI) and shared the list of oversold NYSE stocks to buy. 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 while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
6 days ago
- Business
- Yahoo
ICON (ICLR) Fell Along with Broader CROs
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as ICON Public Limited Company (NASDAQ:ICLR). Headquartered in Dublin, Ireland, ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization. The one-month return of ICON Public Limited Company (NASDAQ:ICLR) was 9.71%, and its shares lost 50.14% of their value over the last 52 weeks. On August 11, 2025, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $159.71 per share with a market capitalization of $12.421 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its second quarter 2025 investor letter: "Other bottom Q2 contributors included ICON Public Limited Company (NASDAQ:ICLR), Post Holdings and Ashland. ICON's shares declined during the quarter, as contract research organizations (CROs) broadly underperformed amid ongoing uncertainty around the pace and timing of recovery in biotech and pharmaceutical order volumes. Investor sentiment weakened as visibility into normalized growth trajectories remained limited." A laboratory setting with a team of scientists working on a clinical trial. ICON Public Limited Company (NASDAQ:ICLR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held ICON Public Limited Company (NASDAQ:ICLR) at the end of the first quarter, which was 46 in the previous quarter. ICON Public Limited Company (NASDAQ:ICLR) reported revenue of $2.017 billion in Q2 2025, representing a year-on-year decrease of 4.8%. While we acknowledge the potential of ICON Public Limited Company (NASDAQ:ICLR) 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 ICON Public Limited Company (NASDAQ:ICLR) and shared the list of cheap value stocks to buy according to Seth Klarman. In its Q2 2025 investor letter, Baron Small Cap Fund noted that ICON Public Limited Company (NASDAQ:ICLR) fell due to ongoing instability in the clinical development market. 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
6 days ago
- Business
- Yahoo
Here's What Drove Diamond Hill Small-Mid Cap Strategy to Initiate a Position in Generac Holdings (GNRC)
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as Generac Holdings Inc. (NYSE:GNRC). Generac Holdings Inc. (NYSE:GNRC) is a manufacturer and supplier of power generation equipment, energy storage systems, and other power products. The one-month return of Generac Holdings Inc. (NYSE:GNRC) was 33.86%, and its shares gained 36.61% of their value over the last 52 weeks. On August 11, 2025, Generac Holdings Inc. (NYSE:GNRC) stock closed at $196.52 per share, with a market capitalization of $11.531 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding Generac Holdings Inc. (NYSE:GNRC) in its second quarter 2025 investor letter: "Despite markets' relatively sharp bounce following April's downward volatility, we were able to initiate several new positions in the quarter at what we consider compelling valuations: Generac Holdings Inc. (NYSE:GNRC), Alaska Air Group, Knife River Corporation, Taseko Mines, Century Communities and FTI Consulting. A technician in protective gear repairing a huge generator at a power plant. Generac Holdings Inc. (NYSE:GNRC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Generac Holdings Inc. (NYSE:GNRC) at the end of the first quarter, compared to 59 in the previous quarter. Generac Holdings Inc.'s (NYSE:GNRC) net sales increased 6% year-over-year to $1.06 billion in the second quarter of 2025. While we acknowledge the potential of Generac Holdings Inc. (NYSE:GNRC) 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 Generac Holdings Inc. (NYSE:GNRC) 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. 登入存取你的投資組合
Yahoo
6 days ago
- Business
- Yahoo
Diamond Hill Small-Mid Cap Strategy is Evaluating Ashland (ASH) Stock Position and Acquisition Potential
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as Ashland Inc. (NYSE:ASH). Ashland Inc. (NYSE:ASH) offers additives and specialty ingredients that operates through Life Sciences, Personal Care, Specialty Additives, and Intermediates segments. The one-month return of Ashland Inc. (NYSE:ASH) was 1.04%, and its shares lost 38.08% of their value over the last 52 weeks. On August 11, 2025, Ashland Inc. (NYSE:ASH) stock closed at $51.59 per share, with a market capitalization of $2.358 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding Ashland Inc. (NYSE:ASH) in its second quarter 2025 investor letter: "Other bottom Q2 contributors included ICON, Post Holdings and Ashland Inc. (NYSE:ASH). Specialty chemical manufacturer Ashland faces the potential for a weaker European macroeconomic environment and Chinese construction industry — sentiment-related factors have weighed more on the share price than they have on fundamentals, which have deteriorated more modestly. For now, we are maintaining our position and believe the company could at some point become attractive to potential acquirers, given the discount at which it is currently trading." A scientist surrounded by a laboratory of chemicals and beakers, developing small molecular therapies. Ashland Inc. (NYSE:ASH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Ashland Inc. (NYSE:ASH) at the end of the first quarter, which was 24 in the previous quarter. In the third quarter of fiscal 2025, Ashland Inc.'s (NYSE:ASH) sales declined 15% year-over-year to $463 million. While we acknowledge the potential of Ashland Inc. (NYSE:ASH) 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 Ashland Inc. (NYSE:ASH) and shared Diamond Hill Mid Cap Strategy's views on the company in the previous quarter. 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 while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
6 days ago
- Business
- Yahoo
Post Holdings (POST) Fell in Q2 on Weaker Volumes
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as Post Holdings, Inc. (NYSE:POST). Post Holdings, Inc. (NYSE:POST) is a consumer-packaged goods holding company. The one-month return of Post Holdings, Inc. (NYSE:POST) was 1.40%, and its shares lost 6.46% of their value over the last 52 weeks. On August 11, 2025, Post Holdings, Inc. (NYSE:POST) stock closed at $106.85 per share, with a market capitalization of $5.804 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding Post Holdings, Inc. (NYSE:POST) in its second quarter 2025 investor letter: "Other bottom Q2 contributors included ICON, Post Holdings, Inc. (NYSE:POST) and Ashland. Food products manufacturer Post Holdings has faced weaker volumes in recent quarters, particularly in its cereal category — though management has emphasized volume weakness has been broad-based across the packaged foods industry, so Post is not alone on this front. Importantly, fundamentals in other areas of the business generally remain solid." A variety of grocery items in their respective aisles of a superstore representing the company brand. Post Holdings, Inc. (NYSE:POST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held Post Holdings, Inc. (NYSE:POST) at the end of the first quarter, which was 31 in the previous quarter. While we acknowledge the potential of Post Holdings, Inc. (NYSE:POST) 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 Post Holdings, Inc. (NYSE:POST) and shared the list of best mid cap FMCG stocks to buy. 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
