Alluvial Capital Management’s Updates on CBL & Associates Properties (CBL)

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here. The fund rose 8.5% in the quarter, bringing the year-to-date returns to 15.6%. As of June 30, the comparable US benchmarks continued to be in negative territory for the year. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Alluvial Capital Management highlighted stocks such as CBL & Associates Properties, Inc. (NYSE:CBL). CBL & Associates Properties, Inc. (NYSE:CBL) owns and operates a national portfolio of market-dominant properties. The one-month return of CBL & Associates Properties, Inc. (NYSE:CBL) was 12.51%, and its shares gained 14.91% of their value over the last 52 weeks. On August 12, 2025, CBL & Associates Properties, Inc. (NYSE:CBL) stock closed at $29.67 per share, with a market capitalization of $917.788 million.

Diamond Hill Small-Mid Cap Fund  stated the following regarding CBL & Associates Properties, Inc. (NYSE:CBL) in its second quarter 2025 investor letter:

“CBL & Associates Properties, Inc. (NYSE:CBL) continues to reduce leverage and divest its marginal mall properties. In April, CBL Properties announced it had met the conditions to extend its term loan maturity to late 2026, and that it expects to further extend the loan to November 2027. The company continues to have ample unrestricted cash on hand, and to have success in refinancing its premiere properties at lower costs. Earlier this month, the company announced it had refinanced the loan on its Cross Creek Mall property at a 6.9% rate, down from 8.2%. CBL will continue to dedicate its cash flow to a combination of debt reduction, return of capital, and investment in its best assets.”

Is CBL & Associates Properties, Inc. (CBL) the Small-Cap Dividend Stock Drive Year-to-Date Gains?

A leasing agent walking through a newly renovated property, symbolizing the company’s commitment to reinvestment.

CBL & Associates Properties, Inc. (NYSE:CBL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held CBL & Associates Properties, Inc. (NYSE:CBL) at the end of the first quarter, which was 22 in the previous quarter. While we acknowledge the risk and potential of CBL & Associates Properties, Inc. (NYSE:CBL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CBL & Associates Properties, Inc. (NYSE:CBL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered CBL & Associates Properties, Inc. (NYSE:CBL) and shared the list of  best performing real estate stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.