Diamond Hill Capital Small Cap Strategy’s Views on Mesa Laboratories (MLAB)

5 days ago 5

Soumya Eswaran

Tue, November 25, 2025 astatine 7:09 AM CST 2 min read

Diamond Hill Capital, an concern absorption company, released its “Small Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets continued their rally successful the 3rd quarter, with small-cap stocks gaining implicit 12% arsenic measured by the Russell 2000 Index. However, the portfolio trailed the Russell 2000 Index successful the quarter, returning 7.93% (net of fees). The comparative underperformance was chiefly owed to the rally being driven by sectors that the portfolio typically does not own. For much accusation connected the fund’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Diamond Hill Capital Small Cap Strategy highlighted stocks specified arsenic Mesa Laboratories, Inc. (NASDAQ:MLAB). Mesa Laboratories, Inc. (NASDAQ:MLAB) is simply a broad supplier of beingness sciences tools and prime power products and services. One-month instrumentality of Mesa Laboratories, Inc. (NASDAQ:MLAB) was -0.22%, and its shares mislaid 33.24% of their worth implicit the past 52 weeks. On November 24, 2025, Mesa Laboratories, Inc. (NASDAQ:MLAB) banal closed astatine $77.74 per share, with a marketplace capitalization of $429.304 million.

Diamond Hill Capital Small Cap Strategy stated the pursuing regarding Mesa Laboratories, Inc. (NASDAQ:MLAB) successful its 3rd 4th 2025 capitalist letter:

"Bottom contributors successful Q3 included FTAI Infrastructure and Mesa Laboratories, Inc. (NASDAQ:MLAB). Mesa Laboratories provides beingness sciences tools and prime power products and services. The institution navigated a challenging macroeconomic situation with humble maturation — though profitability was pressured by currency impacts, tariffs and timing delays. These bid timing issues besides weighed connected integrated growth, arsenic did China-related headwinds. However, positively, Mesa’s largest segment, sterilization and disinfection control, delivered coagulated halfway growth, speaking to the resilience of the company’s diversified portfolio."

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