6 days ago
7
Soumya Eswaran
Fri, March 6, 2026 astatine 8:52 AM CST 3 min read
13D Activist Fund is simply a communal money that focuses connected companies that are targeted by shareholder activists. The Fund released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, the I stock (DDDIX) returned 0.40%, nett of fees and expenses, versus 2.19% for the Russell 2000 Index. YTD, the Fund returned 3.06% vs. the Index's 12.81% return. It is highly challenging for progressive funds to bushed market-weighted indexes successful a marketplace dominated by large-cap firms. However, the level of shareholder activism continues to amended contempt the challenges. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, 13D Activist Fund highlighted stocks similar WEX Inc. (NYSE:WEX). WEX Inc. (NYSE:WEX) is starring diversified payments institution operating successful mobility, firm payments and benefits segments. On March 05, 2026, WEX Inc. (NYSE:WEX) banal closed astatine $166.06 per share. One-month instrumentality of WEX Inc. (NYSE:WEX) was 1.79%, and its shares gained 1.91% implicit the past 52 weeks. WEX Inc. (NYSE:WEX) has a marketplace capitalization of $5.519 billion.
13D Activist Fund stated the pursuing regarding WEX Inc. (NYSE:WEX) successful its 4th fourth 2025 capitalist letter:
"This is simply a US activistic run by Impactive Capital. WEX Inc. (NYSE:WEX) is simply a diversified payments institution with 3 precocious quality, market-leading segments - Mobility (~50% of revenue), Corporate Payments (~20%), and Benefits (~30%) - each characterized by beardown competitory moats, recurring revenue, ascendant marketplace stock (30–50%), and long-standing lawsuit relationships. Despite these strengths, WEX trades astatine a profoundly discounted valuation of ~9.2x NTM P/E versus its humanities mean (~17x) and peers (~19x).
WEX Inc. (NYSE:WEX) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 39 hedge money portfolios held WEX Inc. (NYSE:WEX) astatine the extremity of the 4th quarter, up from 31 successful the erstwhile quarter. In Q4 2025, WEX Inc. (NYSE:WEX) generated gross of $672.9 million, marking an summation of 5.7% year-over-year. While we admit the imaginable of WEX Inc. (NYSE:WEX) 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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