Carillon Tower Advisers, an funding administration firm, launched its “Carillon Eagle Small Cap Development Fund” third-quarter 2025 investor letter. A duplicate of the letter may be downloaded here. Fairness markets sustained their upward rally from April’s lows, pushed by AI acceleration, decreased inflationary impacts from tariffs, and prospects for additional rate of interest cuts from the U.S. Federal Reserve. Small-cap shares mirrored the rally by extending the momentum within the quarter. The Russell 2000® Development Index was up 12.19% within the quarter, modestly underperforming the Russell 2000 Worth Index’s 12.60% return. As well as, please test the fund’s prime 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Development Fund highlighted shares resembling Shake Shack Inc. (NYSE:SHAK). Shake Shack Inc. (NYSE:SHAK) owns, operates, and licenses Shake Shack eating places. The one-month return of Shake Shack Inc. (NYSE:SHAK) was -2.60%, and its shares misplaced 19.75% of their worth during the last 52 weeks. On October 28, 2025, Shake Shack Inc. (NYSE:SHAK) inventory closed at $91.18 per share, with a market capitalization of $3.892 billion.
Carillon Eagle Small Cap Development Fund acknowledged the next relating to Shake Shack Inc. (NYSE:SHAK) in its third quarter 2025 investor letter:
“Shake Shack Inc. (NYSE:SHAK) is a fast-casual restaurant chain providing burgers, scorching canine, crinkle-cut fries, rooster dishes, milkshakes, and different drinks. The inventory pulled again following quarterly outcomes that didn’t meet elevated expectations. Outcomes have been sturdy and forward of printed consensus, however investor expectations have been geared for extra upside. Slower general visitors tendencies within the fast-casual eating area additional weighed on the corporate’s inventory worth.”
Shake Shack Inc. (NYSE:SHAK) will not be on our listing of 30 Most Popular Stocks Among Hedge Funds. In keeping with our database, 34 hedge fund portfolios held Shake Shack Inc. (NYSE:SHAK) on the finish of the second quarter, in comparison with 39 within the earlier quarter. Shake Shack Inc. (NYSE:SHAK) reported whole revenue of $356.5 million within the second quarter of 2025, exceeding its steering vary. Whereas we acknowledge the potential of Shake Shack Inc. (NYSE:SHAK) as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back threat. When you’re searching for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the best short-term AI stock.
