Here’s Why Diamond Hill Mid Cap Composite Purchased Revvity (RVTY) in Q3

1 day ago 2

Soumya Eswaran

Wed, December 31, 2025 astatine 6:39 AM CST 3 min read

Diamond Hill Capital, an concern absorption company, released its “Mid Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets continued their rally successful the 3rd quarter, with US stocks gaining implicit 8% arsenic measured by the Russell 3000 Index. Small-cap stocks experienced the strongest quarterly performance, rising by much than 12%, whereas large-cap stocks accrued by astir 8%, and mid-cap stocks saw a summation of 5%. The strategy underperformed the Russell Midcap Index successful the 3rd quarter, returning 4.49% nett vs. 5.33% for the Index. For much accusation connected the fund’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Diamond Hill Mid Cap Strategy highlighted stocks specified arsenic Revvity, Inc. (NYSE:RVTY). Revvity, Inc. (NYSE:RVTY) is simply a wellness sciences solutions, technologies, and services company. The one-month instrumentality for Revvity, Inc. (NYSE:RVTY) was -5.16%, and its shares mislaid 12.70% implicit the past 52 weeks. On December 30, 2025, Revvity, Inc. (NYSE:RVTY) banal closed astatine $97.43 per share, with a marketplace capitalization of $11.309 billion.

Diamond Hill Mid Cap Strategy stated the pursuing regarding Revvity, Inc. (NYSE:RVTY) successful its 3rd 4th 2025 capitalist letter:

"Though markets person continued rising passim the year, we person continued uncovering idiosyncratic companies whose prices we judge are not reflective of their semipermanent maturation outlooks. Accordingly, we initiated respective caller positions successful Q3, including Toro Company, Equitable Holdings, Cooper Companies and Revvity, Inc. (NYSE:RVTY).

Revvity, Inc. (NYSE:RVTY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 22 hedge money portfolios held Revvity, Inc. (NYSE:RVTY) astatine the extremity of the 3rd quarter, compared to 27 successful the erstwhile quarter. In Q3 2025, Revvity, Inc. (NYSE:RVTY) reported gross of $699 million, resulting successful 1% integrated growth. While we admit the imaginable of Revvity, Inc. (NYSE:RVTY) 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.