Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. In Q4 2025, the composite returned 3.58%, exceeding the Russell 2500 Value Total Return index’s 3.15% gain. YTD, the composite delivered a return of 13.09% vs. 12.73% for the Index. In 2025, equities experienced another solid year. This year, large-cap stocks dominated due to AI and technology, but momentum shifted late in the year. The Russell 2000 Value and Russell 2500 Value both outperformed the Nasdaq Composite and S&P 500 in 4Q25. The US economy ended the year on a strong note, recovering from Q1 2025 lows. The firm views compelling valuation in small caps, given the ongoing concerns in the large-cap technology sector. Please review the Composite’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, RAM Smid Composite highlighted Mayville Engineering Company, Inc. (NYSE:MEC). Mayville Engineering Company, Inc. (NYSE:MEC) is a US based industrial company that engages in the production, design, prototyping and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components. On March 13, 2026, Mayville Engineering Company, Inc. (NYSE:MEC) stock closed at $18.72 per share. One-month return of Mayville Engineering Company, Inc. (NYSE:MEC) was -23.66%, and its shares gained 16.89% over the past 52 weeks. Mayville Engineering Company, Inc. (NYSE:MEC) has a market capitalization of $5.043 billion.
RAM Smid Composite stated the following regarding Mayville Engineering Company, Inc. (NYSE:MEC) in its fourth quarter 2025 investor letter:
“Mayville Engineering Company, Inc. (NYSE:MEC) was our top 4Q25 performer, rising 34.8%. Shares rallied as investors began to look past 2025 cyclical sales weakness and envision the potential sales strength a 2026-2027 recovery could bring. The stock also benefited from enthusiasm around the Accu-Fab acquisition, which opened the data-center equipment market to MEC. While we remain positive on the company’s long-term prospects, we expect the cyclical recovery in its agriculture, truck, and consumer recreational end markets to be gradual and uneven. As a result, we modestly trimmed our position.”
Mayville Engineering Company, Inc. (NYSE:MEC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 13 hedge fund portfolios held Mayville Engineering Company, Inc. (NYSE:MEC) at the end of the fourth quarter, compared to 7 in the previous quarter. While we acknowledge the risk and potential of Mayville Engineering Company, Inc. (NYSE:MEC) 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 Mayville Engineering Company, Inc. (NYSE:MEC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Mayville Engineering Company, Inc. (NYSE:MEC) and shared Riverwater Partners Micro Opportunities Strategy’s views on the company in the previous quarter. 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.
