Soumya Eswaran
Wed, November 12, 2025 astatine 7:35 AM CST 3 min read
Baron Funds, an concern absorption company, released its “Baron Real Estate Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money delivered beardown results successful the quarter. The money appreciated 10.25% (Institutional Shares) compared to the MSCI US REIT Index’s (the REIT Index) 4.49% and the MSCI USA IMI Extended Real Estate Index’s 5.65%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its third-quarter 2025 capitalist letter, Baron Real Estate Fund highlighted stocks specified arsenic Floor & Decor Holdings, Inc. (NYSE:FND). Floor & Decor Holdings, Inc. (NYSE:FND) is simply a multi-channel specialty retailer of hard aboveground flooring and related accessories. The one-month instrumentality of Floor & Decor Holdings, Inc. (NYSE:FND) was -14.20%, and its shares mislaid 40.63% of their worth implicit the past 52 weeks. On November 11, 2025, Floor & Decor Holdings, Inc. (NYSE:FND) banal closed astatine $60.79 per share, with a marketplace capitalization of $6.55 billion.
Baron Real Estate Fund stated the pursuing regarding Floor & Decor Holdings, Inc. (NYSE:FND) successful its 3rd 4th 2025 capitalist letter:
"Following a crisp diminution successful its shares successful the archetypal six months of 2025, we began acquiring shares of Floor & Decor Holdings, Inc. (NYSE:FND), a specialty retailer and commercialized flooring distributor of hard-surface flooring (tile, vinyl, wood, stone, and laminate) and accessories.
Floor & Decor Holdings, Inc. (NYSE:FND) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 46 hedge money portfolios held Floor & Decor Holdings, Inc. (NYSE:FND) astatine the extremity of the 2nd quarter, up from 44 successful the erstwhile quarter. Floor & Decor Holdings, Inc.’s (NYSE:FND) sales for the 3rd 4th grew 5.5% to $1.180 billion. While we admit the imaginable of Floor & Decor Holdings, Inc. (NYSE:FND) 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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