Beyond Meat (BYND) Returned 350% in a Few Days. Here’s How

Deep Sail Capital, an investment management company, released its third-quarter investor letter. A copy of the letter can be downloaded here. Deep Sail Capital Partners returned 14.2% net of fees in Q4 2025, with an average long exposure of 84%. For 2025, the Fund has returned 34.8%, with an average net long exposure of 82%. The Fund performed favorably compared to both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, in the fourth quarter. Further, the Fund generated more than 10% outperformance compared to both benchmark indices over the full year. Both the long and short portfolios positively contributed to the Fund’s performance in the quarter. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Deep Sail Capital highlighted stocks such as Beyond Meat, Inc. (NASDAQ:BYND). Headquartered in El Segundo, California, Beyond Meat, Inc. (NASDAQ:BYND) is a plant-based meat company. On February 4, 2026, Beyond Meat, Inc. (NASDAQ:BYND) stock closed at $0.71 per share. Beyond Meat, Inc. (NASDAQ:BYND) delivered a -31.27% return in the past month, and its shares have lost 81.99% of their value over the past twelve months. Beyond Meat, Inc. (NASDAQ:BYND) has a market capitalization of $321.309 million.

Deep Sail Capital stated the following regarding Beyond Meat, Inc. (NASDAQ:BYND) in its fourth quarter 2025 investor letter:

“In the fourth quarter, the long portfolio outperformed both of our benchmarks, the Russell 2000 Index and the Russell Midcap Growth Index, by a significant margin. The largest contributor in Q4 was Beyond Meat, Inc. (NASDAQ:BYND), which was a shortly held special situation short squeeze that returned 350% in the matter of a few days. The opportunity set for short squeezes is very limited, but as an avid watcher of highly shorted stocks, they arise occasionally, and the fund’s strategy is to take advantage of those opportunities on the long side. I wouldn’t count on this type of one off returns from shorts squeezes to become a regular occurrence within the fund but rather a positive situation every few years.”

Was Jim Cramer Right to Warn Investors Against Buying Beyond Meat (BYND) a Year Ago?

Beyond Meat, Inc. (NASDAQ:BYND) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 10 hedge fund portfolios held Beyond Meat, Inc. (NASDAQ:BYND) at the end of the third quarter, the same as in the previous quarter. While we acknowledge the risk and potential of Beyond Meat, Inc. (NASDAQ:BYND) 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 Beyond Meat, Inc. (NASDAQ:BYND) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Beyond Meat, Inc. (NASDAQ:BYND) and shared a list of small cap stocks delivering outsized gains. In addition, please check out our hedge fund investor letters Q4 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.