Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Marvell (MRVL) Gains Analyst Support Ahead of Earnings; Target Lifted to $86
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Buzzing AI Stocks on Wall Street.
CrowdStrike (CRWD) Emerges as Agentic SOC Leader; KeyBanc Lifts Target to $570
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street.
Market Concerns Led to Clearwater Paper (CLW) Sell-Off Amid Weak Demand Outlook for SBS Paperboard
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Here are Baron Fifth Avenue Growth Fund’s Thoughts on KKR (KKR)
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
Meta Platforms (META) Increased Its Capex Estimation in 2026. Here’s Why
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
What Makes Figma (FIG) a Good Investment Choice?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
CrowdStrike Holdings (CRWD) is Reaccelerating from Last Year’s Outage
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
MercadoLibre (MELI) Slid in Q3 Despite Reporting Strong Results
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here...
Baron Fifth Avenue Growth Fund’s Q3 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter.
What Makes Flywire Corporation (FLYW) a Significant Buying Opportunity?
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes United Parks & Resorts (PRKS) a Deep Value Stock?
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Voss Capital’s Updates on Xponential Fitness (XPOF)
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Voss Capital Reduced Its Stake in Euronet Worldwide (EEFT) in Q3
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Voss Capital is Optimistic on Five9 (FIVN). Here’s Why
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Voss Capital’s Q3 2025 Investor Letter
Voss Capital, LLC, an investment management company, released its third-quarter 2025 investor letter.
Here’s Why TripAdvisor (TRIP) Surged in Q3
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Here’s Why Oscar Health (OSCR) Traded Down in Q3
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Strong Performance Lifted Graham Holdings (GHC) in Q3
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Tariff Pressures Prompt RBC to Cut Williams-Sonoma, Inc. (WSM) Price Target
On November 21, RBC Capital lowered its price target on Williams-Sonoma, Inc.
Longleaf Partners Small-Cap Fund’s Investment Theses for White Mountains (WTM)
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Longleaf Partners Small-Cap Fund’s Q3 2025 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter.
Consistent Dividend Strategy Underscores Old Republic’s Resilience in 2025
On November 25, Old Republic International Corporation (NYSE:ORI) announced that it would pay a quarterly dividend of $0.29 per share, matching its previous payout. The ...
Morgan Stanley Sees More Balanced Risk/Reward for Donaldson (DCI)
On November 24, Morgan Stanley raised its rating on Donaldson Company, Inc.
Atmos Energy (ATO) Gets Target Boost as Morgan Stanley Revises Utility Sector Outlook
On November 20, Morgan Stanley increased its price target on Atmos Energy Corporation (NYSE:ATO) to $182 from $181 while maintaining an Overweight...
Canadian National Benefits From Diversified Freight Mix, According to CIBC
On November 28, CIBC analyst Kevin Chiang raised his rating on Canadian National Railway Company (NYSE:CNI) to Outperform from Neutral and lifted his...
Graco (GGG) Targets Paint and Coatings Market Through Radia Acquisition
On November 17, Graco Inc. (NYSE:GGG) announced the acquisition of Red Devil Equipment Company, commonly known as Radia, in a deal valued at $69 million.
Jackson Peak Capital’s Updates on Confluent (CFLT)
Jackson Peak Capital, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Airfreight and AI Infrastructure Boost Expeditors’ (EXPD) Outlook, According to BofA
On November 24, BofA raised its price target on Expeditors International of Washington, Inc.
BofA Raises ITW Price Target as Margins Reach Record Levels
On November 18, BofA analyst Andrew Obin upgraded Illinois Tool Works Inc.
Emerson (EMR) Outlines 2028 Financial Targets and $10 Billion Shareholder Return Plan
On November 20, Emerson Electric Co.
BofA Sees Nucor (NUE) Well-Positioned for Long-Term Growth
On November 24, BofA raised its price target on Nucor Corporation (NYSE:NUE) to $180 from $165 and kept a Buy rating on the stock.
Q3 Results Fail to Shift Barclays’ Equal Weight Rating on Brown & Brown (BRO)
In the third quarter of 2025, Brown & Brown, Inc.
Tractor Supply (TSCO) Seen as “Hedge” Against Consumer Uncertainty, According to Jefferies
On November 24, Jefferies analyst Jonathan Matuszewski upgraded Tractor Supply Company (NASDAQ:TSCO) to Buy from Hold, raising the price target to...
Oppenheimer Sees Dover (DOV) Well-Positioned for Earnings and Cash Flow Growth
On November 14, Oppenheimer raised its price target on Dover Corporation (NYSE:DOV) to $228 from $225 while maintaining an Outperform rating following...
Jackson Peak Capital’s Q3 2025 Investor Letter
Jackson Peak Capital, an investment management firm, released its third-quarter 2025 investor letter.
Telsey Advisory Sees Long-Term Strength in Lowe’s (LOW) Despite Target Reduction
On November 20, Telsey Advisory trimmed its price target on Lowe’s Companies, Inc. (NYSE:LOW) to $285 from $305 but maintained an Outperform rating.
Heartland Opportunistic Value Equity Strategy: Alphabet (GOOGL) is a Winner — Not A Laggard — When It Comes To AI
Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” A copy of the...
MongoDB, Inc. (NASDAQ:MDB) Q3 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the MongoDB's Third Quarter Fiscal Year 2026 Earnings Conference Call.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) Q2 2026 Earnings Call Transcript
Credo Technology Group Holding Ltd (NASDAQ:CRDO) Q2 2026 Earnings Call Transcript December 1, 2025Credo Technology Group Holding Ltd beats earnings expectations.
What Makes Amazon.com (AMZN) a Lucrative Investment?
Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” A copy of the...
Heartland Opportunistic Value Equity Strategy’s Q3 2025 Investor Letter
Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic Value Equity Strategy.” In Q3, trends...
Insights into the Tech Landscape of Penguin Solutions (PENG)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
FTMO Building Global Trading Powerhouse – Completes Acquisition of OANDA from CVC
FTMO, a global leader in modern prop trading, has completed the acquisition of OANDA Global Corporation (“OANDA”), one of the world's leading online trading groups.
XM Secures SCA License, Strengthening Its Presence in the UAE
XM, a globally renowned broker with over 15 million clients worldwide, has officially obtained a category 5 license from the Securities and Commodities Authority (SCA) of the ...
Oppenheimer has a Positive Outlook on Bank of America (BAC)
Bank of America Corporation (NYSE:BAC) is one of the best dividend stocks to buy according to hedge funds.
Barclays Analyst Bullish on Bank of America (BAC)
Bank of America Corporation (NYSE:BAC) is one of the best dividend stocks in the financial sector.
Goldman Sachs Positive on Johnson Controls International (JCI) Following Fiscal Q4 Results
Johnson Controls International plc (NYSE:JCI) is one of the best industrial stocks to buy.
Is RTX Corporation (RTX) One of the Best Industrial Stocks to Buy?
RTX Corporation (NYSE:RTX) is one of the best industrial stocks to buy.
BNP Paribas Is Bullish on Howmet Aerospace (HWM)
Howmet Aerospace Inc. (NYSE:HWM) is one of the best industrial stocks to buy.
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