Conestoga Capital Advisors, an asset administration firm, launched its second-quarter 2025 investor letter. A replica of the letter could be downloaded here. The second quarter started with a traditionally poor begin, however gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Smid Cap Composite underperformed the Russell 2500 Development Index within the quarter and returned 5.00% net-of-fees vs 11.31% for the index. Sector allocation results had been constructive, whereas sector allocation results had been adverse. Please test the highest 5 holdings of the fund for a greater understanding of their greatest picks for 2025.
In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted shares comparable to HEICO Company (NYSE:HEI-A). HEICO Company (NYSE:HEI-A) is an organization that designs, manufactures, and sells aerospace, protection, and electronics-related services and products. The one-month return of HEICO Company (NYSE:HEI-A) was -1.98%, and its shares gained 35.49% of their worth over the past 52 weeks. On July 25, 2025, HEICO Company (NYSE:HEI-A) inventory closed at $253.62 per share, with a market capitalization of $39.14 billion.
Conestoga Capital Advisors acknowledged the next relating to HEICO Company (NYSE:HEI-A) in its second quarter 2025 investor letter:
“HEICO Company (NYSE:HEI-A) is a business and navy plane aftermarket components firm which designs, manufactures, repairs and distributes jet engine and plane part substitute components. The corporate has benefited from strong journey development, albeit slower than the pandemic restoration, in addition to wholesome components and upkeep spending because of the delayed retirement of older plane given manufacturing points at Boeing (BA) and Airbus.”
A fighter jet in formation, revealing the prowess of the businesses protection arm.
HEICO Company (NYSE:HEI-A) will not be on our listing of 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held HEICO Company (NYSE:HEI-A) on the finish of the primary quarter, which was 67 within the earlier quarter. Whereas we acknowledge the potential of HEICO Company (NYSE:HEI-A) as an funding, we consider sure AI shares supply higher upside potential and carry much less draw back danger. In case you’re searching for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the best short-term AI stock.
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.
