Soumya Eswaran
Mon, February 2, 2026 astatine 8:08 AM CST 2 min read
Investment absorption institution Curreen Capital released its fourth-quarter 2025 Investor letter. A transcript of the missive tin beryllium downloaded here. Curreen Capital Partners reported robust results successful 2025, retuning 10.5% successful Q4 and 30.97% for the afloat year. The steadfast focuses connected investing successful "ugly ducklings", i.e., companies that are good, well-managed, and trading astatine an charismatic price. The steadfast was accordant with its concern plan, and the "ugly duckling" holdings performed good and exhibited coagulated results. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, Curreen Capital highlighted stocks similar V.F. Corporation (NYSE:VFC). Headquartered successful Denver, Colorado, V.F. Corporation (NYSE:VFC) is simply a branded manner apparel, footwear, and related products company. On January 30, 2026, V.F. Corporation (NYSE:VFC) banal closed astatine $19.59 per share. V.F. Corporation (NYSE:VFC) delivered a 3.98% instrumentality successful the past month, and its shares are down 20.43% implicit the past 12 months. V.F. Corporation (NYSE:VFC) has a marketplace capitalization of $7.665 billion.
Curreen Capital stated the pursuing regarding V.F. Corporation (NYSE:VFC) successful its 4th fourth 2025 capitalist letter:
"V.F. Corporation (NYSE:VFC): VF Corp manages apparel brands, including The North Face, Timberland, and Vans. The institution has fixed its equilibrium sheet, improved superior allocation, and rebuilt its absorption squad successful an effort to instrumentality the concern to growth. I judge that the institution has bully brands, the skills to negociate them well, and a absorption squad that tin grip the challenges that the institution faces. VF Corp presently trades astatine an charismatic upside-to-downside ratio."
V.F. Corporation (NYSE:VFC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 33 hedge money portfolios held V.F. Corporation (NYSE:VFC) astatine the extremity of the 3rd quarter, compared to 35 successful the erstwhile quarter. While we admit the imaginable of V.F. Corporation (NYSE:VFC) 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.
In another article, we covered V.F. Corporation (NYSE:VFC) and shared a database of stocks that bespeak the broader marketplace rally.. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

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