Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Here’s What Propelled Pursuit Attractions and Hospitality’s (PRSU) Performance
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
What Makes Ingredion (INGR) a Good Buy?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Here’s Why Palm Valley Capital Fund Added Utz Brands (UTZ) to Its Portfolio
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Heartland Express (HTLD): Palm Valley Capital Fund’s Top Q4 Contributor
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Is Flowers Foods (FLO) an Attractively Valued Stock?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Here’s Why Kelly Services (KELYA) Slid in Q3
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
8 Best American Stocks to Buy and Hold in 2026
As we enter 2026 and investors weigh their options, a common question is: What are the top American companies to buy and hold? AI remains a top theme.
Here are Palm Valley Capital Fund’s Thoughts on Forrester Research (FORR)
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Palm Valley Capital Fund’s Q4 2025 Investor Letter
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter.
Factors Led TimesSquare Capital U.S. Small Cap Growth Strategy to Pick Mirion Technologies (MIR)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s What Backed TimesSquare Capital U.S. Small Cap Growth Strategy’s Addition of SiTime Corporation (SITM)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
PAR Technology (PAR) Traded Lower Due to a Drop in Annual Recurring Revenue
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Vertex (VERX) was Down 30% in Q3. Here’s Why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
What Makes UniFirst Corporation (UNF) an Investment Choice?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
TimesSquare Capital U.S. Small Cap Growth Strategy’s Stand on ACV Auctions (ACVA)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Casella Waste Systems (CWST) Declined in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Kratos Defense & Security (KTOS) Rose 95% in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Should You Invest in Mirum Pharmaceuticals (MIRM)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Do You Believe in the Growth Prospects of Soleno Therapeutics (SLNO)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Inspire Medical Systems (INSP) Hit by Execution Difficulties in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
NewAmsterdam Pharma Company N.V. (NAMS) Shares Spiked by 57% in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
TimesSquare Capital Management U.S. Small Cap Growth Strategy’s Q3 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Visteon Corporation (VC) Rose in Q3
American Century Investments, an investment management company, released its third-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
12 Best Big Data Stocks to Invest In
Back in 2024, the rise of generative AI took the spotlight in the market, with the discussion shifting to agents in 2025.
10 AI Stocks Making Waves on Wall Street
According to hedge fund manager Ray Dalio, the artificial intelligence boom is "now in the early stages of a bubble.” He said this in a post on X, according to a report from...
Figure Technology (FIGR) Soars to All-Time High — here’s why
At intra-day trading, Figure Technology Solutions, Inc.
QXO Inc. (QXO) Rockets 18% as New Investor Places $1.2-Billion Bet
QXO soared by 18.15 percent on Monday to close at $23.30 apiece after raising $1.2 billion in fresh funds from Apollo Global Management, Inc., in support of the former's plans...
Hycroft Mining (HYMC) Soars 15% as Canadian Billionaire Hikes Stake
Hycroft extended its winning streak to a fourth consecutive day on Monday, jumping 15.37 percent to close at $28.15 apiece on strong investor optimism, supported by a Canadian...
NuScale Power (SMR) Climbs 15% as Govt Ignites Nuclear Push
NuScale rallied for a second day on Monday, jumping 15.14 percent to close at $18.78 apiece as investors drew optimism from the House of Representatives' official review of the...
American Bitcoin (ABTC) Soars 13.5% as Firm Boosts Crypto Bet
American Bitcoin grew for a second day on Monday, jumping 13.48 percent to close at $2.02 apiece, as investors took heart from its acquisition of more Bitcoins, making it one ...
Hut 8 (HUT) Touches 4-Year High on Bitcoin Frenzy
Hut 8 soared to a new four-year high on Monday, as investor sentiment was fueled by its subsidiary's acquisition of more Bitcoins, placing the company among the top 20 treasury...
Ondas Holdings (ONDS) Hits 4-Year High Ahead of Business Updates, Outlook
Ondas Holdings extended its winning streak to a fourth consecutive day on Monday to hit a new four-year high as investors loaded portfolios ahead of updates about its business...
Amkor Technology (AMKR) Hits 25-Year High on Rosy Prospects
Amkor Technology rallied to a 25-year high on Monday, as investors took heart from Needham & Company’s more bullish stance for its stock, having upgraded its price target by...
DOGE Market Volatility Persists as Vince Trust Launches Structured DOGE Yield Portfolio
London, United Kingdom – Amid continued volatility in the cryptocurrency market, Dogecoin (DOGE) has recently traded around the $0.13 level, facing short-term price pressure...
Piper Cuts Virtus (VRTS) Target but Stays Positive on Credit Fundamentals
On December 23, Piper Sandler analyst Crispin Love lowered his price target on Virtus Investment Partners, Inc. (NYSE:VRTS) to $218 from $225 and kept an Overweight rating.
Wells Fargo Adds Casey’s General Stores (CASY) to Q1 2026 Tactical Ideas List
Wells sees an attractive setup heading into early 2026.
Conagra (CAG) Target Trimmed as Wells Fargo Updates 2026 Food Sector Models
On January 5, Wells Fargo lowered its price target on Conagra Brands, Inc. (NYSE:CAG) to $18 from $19 and kept an Equal Weight rating.
Pfizer (PFE) Plans Price Increases on About 80 Medicines Despite Broader Pricing Deals
Pfizer Inc. (NYSE:PFE) is among the drugmakers planning to raise prices on some medicines starting January 1.
Colgate-Palmolive (CL) Remains Overweight as JPMorgan Sees Headwinds Easing in 2026
On December 18, JPMorgan raised its price target on Colgate-Palmolive Company (NYSE:CL) to $88 from $87 and kept an Overweight rating as part of its 2026 outlook.
Alamo Group (ALG) Expands Industrial Equipment Portfolio With Petersen Acquisition
On December 10, Alamo Group Inc.
UBS Keeps Neutral on RPM while Mizuho Maintains Outperform Amid Sector Weakness
Mizuho also trimmed its target, cutting it to $128 from $138, while maintaining an Outperform rating as part of its 2026 outlook for the chemicals, agriculture, and packaging ...
Freedom Capital Sees Strong Results at Mastercard (MA), Maintains Hold View
On December 25, Freedom Capital analyst Mikhail Paramonov raised the firm’s price target on Mastercard Incorporated (NYSE:MA) to $655 from $635 and kept a Hold rating on the...
Mizuho Sees Sales Upside at Darden (DRI), Flags Ongoing Commodity Cost Pressure
On December 22, Mizuho analyst Nick Setyan raised the firm’s price target on Darden Restaurants, Inc. (NYSE:DRI) to $195 from $185 and kept a Neutral rating on the shares.
Wells Fargo Lifts BankUnited (BKU) Target Ahead of Expected 2026 Earnings Recovery
On January 5, Wells Fargo raised its price target on BankUnited, Inc. (NYSE:BKU) to $50 from $42 and kept an Overweight rating on the shares.
Melius Sets $135 Target on Marvell (MRVL) as Custom Silicon Demand Accelerates
On January 5, Melius Research upgraded Marvell Technology, Inc. (NASDAQ:MRVL) to Buy from Hold and set a $135 price target.
Edison International (EIX) Target Trimmed as Morgan Stanley Flags Ongoing Wildfire Exposure
On December 17, Morgan Stanley analyst David Arcaro lowered the firm’s price target on Edison International (NYSE:EIX) to $57 from $59 and kept an Underweight rating on the ...
JPMorgan (JPM) Gets Fresh Price Target Bump as Barclays Stays Overweight on Big Banks
On January 5, Barclays raised its price target on JPMorgan Chase & Co. (NYSE: JPM) to $391 from $342 and maintained an Overweight rating on the stock.
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