3 weeks ago
18
Soumya Eswaran
Fri, February 27, 2026 astatine 9:27 AM CST 3 min read
Mott Capital Management, an concern absorption company, released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Stock markets paused successful Q4, with the S&P 500 trading sideways from October to year-end. In 2025, the MCM Thematic Growth Strategy gained 11.98%, underperforming the S&P 500's 17.88%, contempt immoderate improvements. The AI roar boosted the S&P 500 successful 2025. Concerns for AI and related companies see rising indebtedness and the urgent request for R&D investments successful precocious bundle and information centers. Software stocks sharply declined successful 2026 owed to falling valuations and rising concerns astir AI cannibalization. The missive besides discussed the effects of the changing inclination connected the equilibrium successful the Thematic Growth Strategy. The Strategy aims to easiness the load connected mega-cap tech stocks and expects different sectors to go progressively delicate successful the coming months. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.
In its fourth-quarter 2025 capitalist letter, Mott Capital Management highlighted Occidental Petroleum Corporation (NYSE:OXY). Occidental Petroleum Corporation (NYSE:OXY) is an American lipid and state institution that engages successful the acquisition, exploration, and improvement of lipid and state properties. On February 26, 2026, Occidental Petroleum Corporation (NYSE:OXY) banal closed astatine $51.43 per share. One-month instrumentality of Occidental Petroleum Corporation (NYSE:OXY) was 13.31%, and its shares gained 5.30% implicit the past 52 weeks. Occidental Petroleum Corporation (NYSE:OXY) has a marketplace capitalization of $50.724 billion.
Mott Capital Management stated the pursuing regarding Occidental Petroleum Corporation (NYSE:OXY) successful its 4th fourth 2025 capitalist letter:
"I besides made a rotational determination to acquisition Occidental Petroleum Corporation (NYSE:OXY) astatine the commencement of 2026. The vigor assemblage has underperformed successful caller years, and I deliberation lipid prices are presently depressed. In fact, some Occidental and the vigor assemblage haven’t performed this poorly versus the S&P 500 since the dot-com bubble. Additionally, lipid appears to beryllium the lone commodity that is not performing well. Occidental seemed similar a bully mode to play a emergence successful lipid prices, fixed its choky narration with the commodity. Additionally, it has a beardown shareholder base, with Berkshire Hathaway owning much than 26% of the stock. On apical of that, the 5 largest shareholders ain a combined 51.6% of the shares, which means that astir of the shares are “locked up,” and if buyers measurement into the name, determination volition beryllium less shares disposable to buy, perchance adding to an advance."
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