2 hours ago
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Soumya Eswaran
Wed, December 24, 2025 astatine 6:40 AM CST 3 min read
Minot Light Capital Partners, an concern absorption company, released its Q3 2025 concern letter. A transcript of the missive tin beryllium downloaded here. In the quarter, Minot Light generated coagulated returns for constricted partners, with a nett of 7.6%. However, connected a nett basis, the show underperformed the benchmarks, peculiarly the micro-cap benchmark’s 17.1% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, Minot Light Capital Partners highlighted stocks specified arsenic Arq, Inc. (NASDAQ:ARQ). Arq, Inc. (NASDAQ:ARQ) is an biology exertion company. The one-month instrumentality for Arq, Inc. (NASDAQ:ARQ) was -9.14%, and its shares mislaid 53.28% implicit the past 52 weeks. On December 23, 2025, Arq, Inc. (NASDAQ:ARQ) banal closed astatine $3.28 per share, with a marketplace capitalization of $140.036 million.
Minot Light Capital Partners stated the pursuing regarding Arq, Inc. (NASDAQ:ARQ) successful its 3rd 4th 2025 capitalist letter:
"Arq, Inc. (NASDAQ:ARQ): Arq is 1 of the largest producers of activated carbons successful the United States. Activated carbons are utilized by a wide assortment of industries with the extremity end of purifying and removing contaminants successful water, air, and soil. Arq owns the Five Forks Mine successful Saline, LA, which chiefly produces lignite coal, the main input into the company’s powdered activated c (PAC) products. In 2023, the institution purchased feedstock successful Corbin, KY giving it entree to precocious prime recovered bituminous ember reserves, the main input into the company’s granulated activated c (GAC) products. We find that Arq is highly good positioned successful the existent situation fixed that it is the lone home activated c shaper with a afloat vertically integrated proviso chain.
Arq, Inc. (NASDAQ:ARQ) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 14 hedge money portfolios held Arq, Inc. (NASDAQ:ARQ) astatine the extremity of the 3rd quarter, up from 11 successful the erstwhile quarter. Arq, Inc. (NASDAQ:ARQ)) continues to present beardown results successful Q3 2025, with revenues of $35.1 million. While we admit the imaginable of Arq, Inc. (NASDAQ:ARQ) 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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