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Conestoga Q1 Letter Shows Small-Cap Underperformance and Mixed Holding Results

The letter attributes the shortfall to stock selection losses under volatile macro conditions.

Western Digital Gets Fresh Price-Target Hikes Ahead of Q3 Earnings

Avis Budget Soars to New High as Short Squeeze Deepens

Carillon Mid-Cap Growth Fund’s Q1 Letter Details Value’s Edge and Backs Roblox, Teradyne

Oakmark’s Q1 Letters Show Energy Boost and New Value Picks

ClearBridge Mid Cap Trails in Q1 as AI Fears Hit Health Care

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

Globalstar Steadies After Amazon Deal Rumors Fuel Big Swing

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

TimesSquare Capital’s Q4 Letter Highlights Outperformance and Active Small-Cap Moves

Parnassus Mid Cap Fund Details Q4 Outperformance and Defensive Repositioning

Carvana Slides 8% After Bearish Report Flags Margin Strain

Bristol Gate’s Q4 Letter Reaffirms Dividend-Growth Focus as Market Breadth Improves

GSK Gains After Cramer Endorsement as Company Pushes Into Weight-Loss Drugs

Loomis Sayles Small-Cap Growth Details Q4 Lag as Stop-Losses Cut Cyber Bets

Dell Gains as Analysts Lift Targets on Surging AI-Server Demand

Duolingo Rises 3% on Oil-Led Market Rally

Ark’s ARKG Adds $2.1 Million to Tempus AI After Earnings Slide

Institutions Disclosed $540 Million in Q4 Stakes in US Spot Solana ETFs