FPA Queens Road Small Cap Value Fund’s New Addition: Eplus (PLUS)

2 days ago 5

Soumya Eswaran

Thu, February 12, 2026 astatine 10:12 AM CST 2 min read

Investment absorption company First Pacific Advisors precocious released its “FPA Queens Road Small Cap Value Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Fund returned -0.36% successful Q4 2025, compared to the Russell 2000 Value Index’s 3.26%. In 2025, the Fund has returned 13.36% compared to 12.59% summation for the Index. The Fund outperformed successful the archetypal fractional of 2025, erstwhile markets were anemic and volatile. However, successful the 2nd fractional of 2025, markets favored speculative and low-quality stocks, starring to the Fund’s underperformance. The portfolio is designed to support clients from marketplace drawdowns by focusing connected prime and value. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, FPA Queens Road Small Cap Value Fund highlighted stocks similar EPlus Inc. (NASDAQ:PLUS). Headquartered successful Herndon, Virginia, ePlus inc. (NASDAQ:PLUS) provides accusation exertion (IT) solutions to optimize IT environments and proviso concatenation processes for companies. The one-month instrumentality of EPlus Inc. (NASDAQ:PLUS) was -7.32%, and its shares gained 17.89% of their worth implicit the past 52 weeks. On February 11, 2026, EPlus Inc. (NASDAQ:PLUS) banal closed astatine $83.91 per stock with a marketplace capitalization of $2.148 billion.

FPA Queens Road Small Cap Value Fund stated the pursuing regarding EPlus Inc. (NASDAQ:PLUS) successful its 4th fourth 2025 capitalist letter:

"In Q4, we added a caller presumption successful EPlus Inc. (NASDAQ:PLUS). ePlus is simply a value-added reseller (VAR) and advisor that helps businesses negociate their IT spending. The institution is good tally successful our sentiment and scores highly connected our prime dashboard. Adjusting for ePlus’ important currency holdings, we deliberation the institution is inexpensive for its maturation and prime profile."

A New Phase of Shareholder Returns Begins astatine ePlus (PLUS)

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In another article, we covered EPlus Inc. (NASDAQ:PLUS) and shared a database of companies that started paying dividends. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.