RS Investments, an investment management company, released its fourth-quarter 2025 investor letter for “RS Large Cap Value Strategy”. A copy of the letter can be downloaded here. The RS Value team seeks to invest in profitable companies with capable management teams. Despite investors facing many concerns entering the new year, domestic equities delivered strong results in the fourth quarter and 2025, with the S&P 500® Index gaining 2.7% in Q4 and 17.9% in 2025. Looking ahead, the firm believes that intriguing opportunities are emerging in value-oriented stocks, but a risk concentration remains high. The firm believes that this is an exciting opportunity for value investors. The RS Large Cap Value strategy returned 5.77% net in Q4 2025, outperforming 3.81% return for the Russell 1000® Value Index. The outperformance in the quarter was driven by stock selection in the Health Care and Financials sectors. Please review the company’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, RS Large Cap Value Strategy highlighted Sealed Air Corporation (NYSE:SEE). Sealed Air Corporation (NYSE:SEE) is a leading packaging company operating in the food and protective segments. On February 20, 2026, Sealed Air Corporation (NYSE:SEE) stock closed at $41.95 per share. One-month return of Sealed Air Corporation (NYSE:SEE) was 0.33%, and its shares gained 30.56% over the past 52 weeks. Sealed Air Corporation (NYSE:SEE) has a market capitalization of $6.178 billion.
RS Large Cap Value Strategy stated the following regarding Sealed Air Corporation (NYSE:SEE) in its fourth quarter 2025 investor letter:
“Sealed Air Corporation (NYSE:SEE) is a leading global packaging company. The company designs, manufactures and delivers packaging solutions that preserve food, protect goods, and automate packaging processes. Sealed Air delivers its packaging solutions to an array of end markets, including fresh proteins, foods, fluids and liquids, medical and life science, industrials, e commerce retail, logistics, and omnichannel fulfillment operations.
Our thesis on Sealed Air is that under new leadership the company would exhibit improving ROIC through a combination of margin expansion and volume acceleration driven by company-specific expense discipline and a better go-to-market sales strategy with an improved product offering. Green shoots that management was executing against this opportunity started to unfold in 2025. Given the company’s consistent cash flows and strong market position in solid end markets, we’ve long considered Sealed Air an asset of strategic value. In November 2025 it was announced that private equity firm Clayton, Dubilier & Rice will acquire the company for $42.15 per share.”
Sealed Air Corporation (NYSE:SEE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 51 hedge fund portfolios held Sealed Air Corporation (NYSE:SEE) at the end of the fourth quarter, up from 34 in the previous quarter. While we acknowledge the risk and potential of Sealed Air Corporation (NYSE:SEE) 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 Sealed Air Corporation (NYSE:SEE) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Sealed Air Corporation (NYSE:SEE) and shared a list of best paper and plastic packaging stocks to buy according to hedge funds. 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.
