Weakening Market Outlook Led Aristotle Small Cap Equity Fund to Liquidate Patterson-UTI Energy (PTEN)

2 weeks ago 15

Soumya Eswaran

Mon, February 16, 2026 astatine 7:43 AM CST 2 min read

Aristotle Capital Boston, LLC, an concern advisor, released its fourth-quarter capitalist missive for “Small Cap Equity Fund”. A transcript of the missive tin beryllium downloaded here. U.S. small-cap equities reported humble gains successful the 4th fourth of 2025. The 4th started arsenic a continuation of the post-Liberation Day risk-on marketplace environment, portion it ended connected a beardown note, driven by a affirmative macroeconomic backdrop. Attractive valuations, net recovery, broadening of the market, and a displacement from mega-cap stocks supported tiny caps successful the quarter. The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% successful Q4 2025, trailing the 2.19% full instrumentality of the Russell 2000 Index. Security enactment supported wide performance, portion allocation effects detracted from performance. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Aristotle Small Cap Equity Fund highlighted Patterson-UTI Energy, Inc. (NASDAQ:PTEN). Patterson-UTI Energy, Inc. (NASDAQ:PTEN) is an oilfield services institution that provides drilling and completion services to lipid and earthy state exploration and accumulation companies. On February 13, 2026, Patterson-UTI Energy, Inc. (NASDAQ:PTEN) banal closed astatine $8.10 per share. One-month instrumentality of Patterson-UTI Energy, Inc. (NASDAQ:PTEN) was 13.29%, and its shares are down 9.19% implicit the past 12 months. Patterson-UTI Energy, Inc. (NASDAQ:PTEN) has a marketplace capitalization of $3.075 billion.

Aristotle Small Cap Equity Fund stated the pursuing regarding Patterson-UTI Energy, Inc. (NASDAQ:PTEN) successful its 4th fourth 2025 capitalist letter:

"Patterson-UTI Energy, Inc. (NASDAQ:PTEN) is an oilfield services institution focused connected drilling and unit pumping solutions for some large lipid companies and autarkic operators. The presumption was liquidated owed to the vigor marketplace outlook weakening, frankincense deteriorating cardinal performance."

Patterson-UTI (PTEN) Loses 9.3% connected Bearish Outlooks Ahead of Q2 Earnings

Patterson-UTI Energy, Inc. (NASDAQ:PTEN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 42 hedge money portfolios held Patterson-UTI Energy, Inc. (NASDAQ:PTEN) astatine the extremity of the 3rd quarter, aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of Patterson-UTI Energy, Inc. (NASDAQ:PTEN) 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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