FPA Queens Road Small Cap Value Fund Exited Its Position in Treehouse Foods (THS)

6 days ago 6

Soumya Eswaran

Mon, November 24, 2025 astatine 7:55 AM CST 3 min read

Investment absorption company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.46% compared to a 12.60% instrumentality for the Russell 2000 Value Index. In the archetypal 3 quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s absorption is connected a diligent, disciplined, and diligent process, it expects the money to outperform successful down markets and way successful speculative markets. Additionally, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, the FPA Queens Road Small Cap Value Fund highlighted stocks specified arsenic TreeHouse Foods, Inc. (NYSE:THS). TreeHouse Foods, Inc. (NYSE:THS) is simply a packaged nutrient institution that engages successful the manufacturing and organisation of backstage marque snacks and beverages. The one-month instrumentality of TreeHouse Foods, Inc. (NYSE:THS) was 22.80%, and its shares mislaid 32.66% of their worth implicit the past 52 weeks. On November 21, 2025, TreeHouse Foods, Inc. (NYSE:THS) banal closed astatine $23.59 per share, with a marketplace capitalization of $1.191 billion.

FPA Queens Road Small Cap Value Fund stated the pursuing regarding TreeHouse Foods, Inc. (NYSE:THS) successful its 3rd 4th 2025 capitalist letter:

"TreeHouse Foods, Inc. (NYSE:THS) manufactures backstage statement packaged foods, mostly for market chains. The institution makes everything from crackers to broths to pickles to cheese. Treehouse ne'er recovered its footing aft levering up for the acquisition of ConAgra’s backstage statement concern successful 2016, and maturation and margins person been inconsistent ever since. Over the past year, continued proviso concatenation and operational issues person weighed connected the company’s profitability and banal price. THS was a comparatively tiny presumption successful the Fund and we person afloat exited of 3rd quarter."

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