Diamond Hill Capital, an funding administration firm, launched its “Small-Mid Cap Fund” second-quarter 2025 investor letter. A replica of the letter will be downloaded right here. In Q2, the market surged uniformly for the remainder of the quarter following a pointy decline in April resulting from President Trump’s “Liberation Day” tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (web) in comparison with an 8.59% return for the Russell 2500 Index. For extra info on the fund’s prime picks in 2025, please verify its prime 5 holdings.
In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted shares similar to WESCO Worldwide, Inc. (NYSE:WCC). WESCO Worldwide, Inc. (NYSE:WCC) affords business-to-business distribution, logistics companies, and provide chain options. The one-month return of WESCO Worldwide, Inc. (NYSE:WCC) was 2.73%, and its shares gained 30.21% of their worth over the past 52 weeks. On August 11, 2025, WESCO Worldwide, Inc. (NYSE:WCC) inventory closed at $203.55 per share, with a market capitalization of $9.905 billion.
Diamond Hill Small-Mid Cap Fund acknowledged the next relating to WESCO Worldwide, Inc. (NYSE:WCC) in its second quarter 2025 investor letter:
“On a person holdings’ foundation, prime contributors to return in Q2 included Pink Rock Resorts and WESCO Worldwide, Inc. (NYSE:WCC). Shares of commercial distributor WESCO rose amid a stable demand atmosphere, notably amongst knowledge middle prospects. Long run, we count on WESCO to leverage its vital scale benefit to seize market share and enhance margins. Additional, the corporate is well-positioned to learn from a number of secular tailwinds other than knowledge facilities — all components which the market has not but totally appreciated.”
A workforce of execs working excessive and medium voltage venture design.
WESCO Worldwide, Inc. (NYSE:WCC) just isn’t on our listing of 30 Most In style Shares Amongst Hedge Funds. As per our database, 51 hedge fund portfolios held WESCO Worldwide, Inc. (NYSE:WCC) on the finish of the primary quarter, which was 62 within the earlier quarter. Whereas we acknowledge the potential of WESCO Worldwide, Inc. (NYSE:WCC) as an funding, we consider sure AI shares supply better upside potential and carry much less draw back danger. In case you’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 WESCO Worldwide, Inc. (NYSE:WCC) and shared the listing of low cost worth shares to purchase in accordance with Seth Klarman. Third Avenue Actual Property Worth Fund elevated its funding in WESCO Worldwide, Inc. (NYSE:WCC) throughout Q2 2025. As well as, please take a look at our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main traders.
