Here’s What Supported Vital Farms’ (VITL) Stock Price Surge in Q3

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Microcap stocks reported strong results in the quarter, due to the consistent risk appetite of investors. The fund—Investor Class returned 9.52% in the quarter but lagged the benchmark Russell Microcap® Growth Index’s 19.93% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Wasatch Micro-Cap Fund highlighted stocks such as Vital Farms, Inc. (NASDAQ:VITL). Vital Farms, Inc. (NASDAQ:VITL) is a US-based food company that provides shell eggs, butter, and other products. The one-month return for Vital Farms, Inc. (NASDAQ:VITL) was 2.60%, and its shares lost 15.36% over the last 52 weeks. On December 17, 2025, Vital Farms, Inc. (NASDAQ:VITL) stock closed at $32.79 per share, with a market capitalization of $1.47 billion.

Wasatch Micro-Cap Fund stated the following regarding Vital Farms, Inc. (NASDAQ:VITL) in its third quarter 2025 investor letter:

“Vital Farms, Inc. (NASDAQ:VITL) is a provider of specialty eggs and butter from small farms and pasture-raised animals. Consumers are increasingly focused on how the food they eat is sourced, both with respect to the health implications and how the animals involved are treated. The farms that Vital utilizes are subject to various requirements in terms of acreage per chicken and the like, and consumers are able to use the product packaging to trace the company’s products back to a specific farm. We started accumulating the stock at a reasonable valuation during a period when Vital’s growth was slowing due to capacity constraints. The company has been successfully adding farms to its network of providers, and the stock was supported in the quarter as Vital Farms posted earnings that were above expectations and raised guidance. The stock was one of our larger holdings entering the quarter, and while we have since trimmed the position, we view Vital Farms’s increasing consumer focus on sustainable and ethical food sources as a durable trend.”

In another article, we covered Vital Farms, Inc. (NASDAQ:VITL) and shared the list of most profitable consumer defensive stocks to buy. In addition, please check out our hedge fund investor letters Q3 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.