Do You Believe in Distribution Solutions Group (DSGR)?

5 days ago 3

Soumya Eswaran

Wed, January 7, 2026 astatine 7:24 AM CST 2 min read

Night Watch Investment Management, an concern absorption firm, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Despite experiencing precocious volatility successful idiosyncratic stocks during Q4, the money finished the 4th astir flat. Overall, the steadfast is pleased with however 2025 unfolded. Like 2024, the results were broad-based and did not trust connected immoderate azygous security. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Night Watch Investment Management highlighted stocks specified arsenic Distribution Solutions Group, Inc. (NASDAQ:DSGR). Headquartered successful Fort Worth, Texas, Distribution Solutions Group, Inc. (NASDAQ:DSGR) is simply a specialty organisation company. On January 6, 2026, Distribution Solutions Group, Inc. (NASDAQ:DSGR) banal closed astatine $28.54 per share. One-month instrumentality of Distribution Solutions Group, Inc. (NASDAQ:DSGR) was 0.00%, and its shares mislaid 18.53% of their worth implicit the past 52 weeks. Distribution Solutions Group, Inc. (NASDAQ:DSGR) has a marketplace capitalization of $1.321 billion.

Night Watch Investment Management stated the pursuing regarding Distribution Solutions Group, Inc. (NASDAQ:DSGR) successful its 4th fourth 2025 capitalist letter:

"Distribution Solutions Group, Inc. (NASDAQ:DSGR), a specialty organisation company, performed mostly successful enactment with our expectations contempt the flimsy determination down successful stock price. US concern enactment remains successful contraction, but DSGR has seen their integrated maturation accelerate to 6%. Over the past 2 years their absorption squad has undertaken assorted concern optimization steps, which should travel to airy erstwhile US concern enactment normalizes."

Distribution Solutions Group, Inc. (NASDAQ:DSGR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 14 hedge money portfolios held Distribution Solutions Group, Inc. (NASDAQ:DSGR) astatine the extremity of the 3rd quarter, up from 11 successful the erstwhile quarter. Distribution Solutions Group, Inc.’s (NASDAQ:DSGR) consolidated revenue for the 3rd 4th of 2025 accrued 10.7% to $518 million. While we admit the imaginable of Distribution Solutions Group, Inc. (NASDAQ:DSGR) 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.