Longleaf Partners Small-Cap Fund’s Investment in Oscar Health (OSCR) Paid Off

3 weeks ago 21

Soumya Eswaran

Wed, February 25, 2026 astatine 6:58 AM CST 3 min read

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Longleaf experienced respective environments passim its acquisition successful small-cap investing. This year, the underlying developments successful the Fund’s holdings were much promising than the existent banal terms returns erstwhile compared to the people of ostentation positive 10% and the antithetic show of the Russell 2000. In Q4 2025, the Fund returned 1.13% compared to 2.40% for the Russell 3000 Index and 2.19% for the Russell 2000 Index. The Fund’s yearly instrumentality was 7.56% compared to 17.15% and 12.81% instrumentality for the indexes, respectively. In 2025, Southeastern demonstrated beardown show by protecting investments during marketplace volatility, emphasizing the worth of owning solid, escaped currency flow-generating companies implicit speculative fads. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Longleaf Partners Small-Cap Fund highlighted stocks similar Oscar Health, Inc. (NYSE:OSCR). Oscar Health, Inc. (NYSE:OSCR) is simply a US-based healthcare exertion institution that aims to simplify healthcare. On February 24, 2026, Oscar Health, Inc. (NYSE:OSCR) banal closed astatine $12.30 per share. One-month instrumentality of Oscar Health, Inc. (NYSE:OSCR) was -17.28%, and its shares mislaid 21.51% implicit the past 52 weeks. Oscar Health, Inc. (NYSE:OSCR) has a marketplace capitalization of $3.66 billion.

Longleaf Partners Small-Cap Fund stated the pursuing regarding Oscar Health, Inc. (NYSE:OSCR) successful its 4th fourth 2025 capitalist letter:

"Oscar Health, Inc. (NYSE:OSCR) – Healthcare security institution Oscar was a contributor for the twelvemonth arsenic above-market rank maturation and sustained disbursal subject reinforced assurance successful the company’s positioning wrong the idiosyncratic wellness security market. We exited our presumption successful the 3rd 4th arsenic the P/V spread closed and manufacture risks became much apparent. The consequent play astir the expiration of enhanced Affordable Care Act (ACA) subsidies underscores the ongoing argumentation uncertainty and challenges facing ACA-centric insurers similar Oscar. Overall, the concern was palmy for us, aided by management’s execution done a volatile manufacture backdrop."

Oscar Health, Inc. (NYSE:OSCR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge money portfolios held Oscar Health, Inc. (NYSE:OSCR) astatine the extremity of the 4th quarter, up from 40 successful the erstwhile quarter. While we admit the imaginable of Oscar Health, Inc. (NYSE:OSCR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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