- CMCO +2.90% ^GSPC -0.53%
Heartland Advisors, an investment management company, released its “Heartland Value Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Russell 2000® Value Index generated a return of 3.26% in the fourth quarter, outperforming 2.66% gains for the S&P 500. After the year-end surge, small stocks nearly caught up to large caps in 2025, their greatest performance since the pandemic. Due to an increase in the small-cap stock’s earnings, the investors are acknowledging their compelling valuations. The fund gained 2.61% in the quarter, compared to a 3.26% return for the Russell 2000® Value Index. The underperformance in the quarter was attributed to stock selection, mainly in the healthcare sector. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its fourth-quarter 2025 investor letter, Heartland Value Fund highlighted stocks such as Columbus McKinnon Corporation (NASDAQ:CMCO). Columbus McKinnon Corporation (NASDAQ:CMCO) is a heavy construction machinery manufacturer. On January 12, 2026, Columbus McKinnon Corporation (NASDAQ:CMCO) stock closed at $19.68 per share. One-month return of Columbus McKinnon Corporation (NASDAQ:CMCO) was 11.88%, and its shares lost 44.50% of their value over the last 52 weeks. Columbus McKinnon Corporation (NASDAQ:CMCO) has a market capitalization of $565.372 million.
Heartland Value Fund stated the following regarding Columbus McKinnon Corporation (NASDAQ:CMCO) in its fourth quarter 2025 investor letter:
Story Continues"Another position we increased was Columbus McKinnon Corporation (NASDAQ:CMCO), which designs, manufactures, and distributes materials, handling products, and systems used in a variety of industrial applications, including lifting, automation, and precision conveyance. Early this year, CMCO reported slower-than-expected Q3 results, citing slowing industry demand driven by U.S. policy uncertainty. By itself, that would have likely triggered a mid-single digit to high-single-digit selloff based on historic price reactions. However, management also announced a $2.7 billion acquisition of a competitor, Kito Crosby, which sent the stock plummeting more than 40% due to concerns surrounding execution and an increased leverage profile upon closing.
Columbus McKinnon Corporation (CMCO): Among Stocks Insiders Were Buying In Q1 2025 Columbus McKinnon Corporation (NASDAQ:CMCO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 24 hedge fund portfolios held Columbus McKinnon Corporation (NASDAQ:CMCO) at the end of the third quarter, compared to 28 in the previous quarter. While we acknowledge the potential of Columbus McKinnon Corporation (NASDAQ:CMCO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Columbus McKinnon Corporation (NASDAQ:CMCO) and shared Aristotle Capital Small/Mid Cap Equity Strategy's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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