Oil-Dri Corporation of America (ODC) Surged on Successful Execution of Transformation

2 hours ago 3

Soumya Eswaran

Tue, May 5, 2026 astatine 8:30 AM CDT 3 min read

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 capitalist missive for its “Small Cap Strategy”. A transcript of the missive tin beryllium downloaded here. Small caps started 2026 strong, pursuing 2025, but pulled backmost precocious successful the 4th owed to geopolitical tensions, with the US and Israel acting against Iran. The Russell 2000 gained 0.89%, outperforming the Russell 1000’s 4.18% decline. Energy was the starring sector, up 38% arsenic lipid prices surged amid proviso fears. The strategy returned 3.41% (net) vs. the Russell 2000’s 0.89%. The Fund focuses connected resilient businesses amid volatility, aiming to navigate uncertainty and capitalize connected marketplace opportunities. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Diamond Hill Small Cap Strategy highlighted Oil-Dri Corporation of America (NYSE:ODC) arsenic a starring contributor. Oil-Dri Corporation of America (NYSE:ODC) is simply a US-based starring shaper of private-label feline litter and sorbent products. On May 4, 2026, Oil-Dri Corporation of America (NYSE:ODC) banal closed astatine $72.06 per share. Oil-Dri Corporation of America (NYSE:ODC) delivered a 5.32% instrumentality successful the past month, and its shares are up 63.44% implicit the past 12 months. Oil-Dri Corporation of America (NYSE:ODC) has a marketplace capitalization of $1.04 billion.

Diamond Hill Small Cap Strategy stated the pursuing regarding Oil-Dri Corporation of America (NYSE:ODC) successful its Q1 2026 capitalist letter:

"Oil-Dri Corporation of America (NYSE:ODC), a starring supplier of branded and backstage statement feline litter arsenic good arsenic different sorbent materials, outperformed arsenic absorption has continued to successfully execute a multi twelvemonth translation toward premiumization and operational excellence. This transformation, which has prioritized operational flexibility, shifts to higher-margin products and onshoring of packaging to insulate from tariffs, has created defensible moats for the institution that are hard for competitors to replicate."

Oil-Dri Corporation of America (NYSE:ODC) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 19 hedge money portfolios held Oil-Dri Corporation of America (NYSE:ODC) astatine the extremity of the 4th quarter, up from 16 successful the erstwhile quarter. While we admit the imaginable of Oil-Dri Corporation of America (NYSE:ODC) 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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