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Longleaf Companions, managed by Southeastern Asset Administration, launched its “Small-Cap Fund” second-quarter 2025 investor letter. A replica of the letter could be downloaded right here. The fund returned 2.70% within the second quarter, in comparison with the Russell 3000’s 10.99% return and the Russell 2000’s 8.50% acquire. For extra info on the fund’s greatest picks in 2025, please verify its high 5 holdings.
In its second-quarter 2025 investor letter, Longleaf Companions Small-Cap Fund highlighted shares similar to Oscar Well being, Inc. (NYSE:OSCR). Oscar Well being, Inc. (NYSE:OSCR) is a US-based healthcare expertise firm. The one-month return of Oscar Well being, Inc. (NYSE:OSCR) was -3.78%, and its shares misplaced 9.86% of their worth over the past 52 weeks. On August 20, 2025, Oscar Well being, Inc. (NYSE:OSCR) inventory closed at $15.27 per share, with a market capitalization of $3.948 billion.
Longleaf Companions Small-Cap Fund said the next concerning Oscar Well being, Inc. (NYSE:OSCR) in its second quarter 2025 investor letter:
“Oscar Well being, Inc. (NYSE:OSCR) – Medical health insurance and software program firm Oscar was a high contributor for the quarter. The corporate delivered a stable quarter operationally, successfully managing what was inside its management regardless of market sentiment experiencing wild swings, largely pushed by the newest draft of the Trump invoice. We stay assured within the long-term potential for this firm contemplating its differentiated providing for its members, and our aligned administration companions who’re on offense with an important stability sheet. That stated, we trimmed our place this quarter when sentiment was most favorable.”
Oscar Well being, Inc. (NYSE:OSCR) will not be on our record of 30 Most Standard Shares Amongst Hedge Funds. As per our database, 41 hedge fund portfolios held Oscar Well being, Inc. (NYSE:OSCR) on the finish of the primary quarter, which was 43 within the earlier quarter. Whereas we acknowledge the potential of Oscar Well being, Inc. (NYSE:OSCR) as an funding, we consider sure AI shares provide better upside potential and carry much less draw back threat. If you happen to’re searching for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
In one other article, we lined Oscar Well being, Inc. (NYSE:OSCR) and shared the record of excessive progress low debt shares to put money into. As well as, please try our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main buyers.
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Disclosure: None. This text is initially printed at Insider Monkey.
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