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Soumya Eswaran
Thu, March 12, 2026 astatine 8:45 AM CDT 3 min read
Long Cast Advisers, an concern absorption firm, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, the Portfolio’s cumulative nett instrumentality accrued by 1%, but the cumulative portfolio for the twelvemonth remained flat. Since its inception successful November 2015, the portfolio has delivered a cumulative instrumentality of 271% nett of fees, outperforming large indices specified arsenic the Russell 2000 Index, the iShares US MicroCap ETF, and the iShares SmallCap EAFE (ex-N. Am) ETF for small-cap equities. By year-end, the 28 SMA accounts managed by Long Cast had an AUM of $12M. The firm, with its semipermanent absorption connected tiny companies, has seen returns that varied comparative to the broader market, arsenic reflected successful its 10-year show history. Please reappraisal the Portfolio’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, Long Cast Advisers highlighted stocks similar Cross Country Healthcare, Inc. (NASDAQ:CCRN). Cross Country Healthcare, Inc. (NASDAQ:CCRN) is an American institution that provides endowment absorption services for healthcare clients specialize successful caregiver and allied staffing, and doc staffing. On March 11, 2026, Cross Country Healthcare, Inc. (NASDAQ:CCRN) banal closed astatine $9.78 per share. One-month instrumentality of Cross Country Healthcare, Inc. (NASDAQ:CCRN) was 23.02%, and its shares mislaid 37.94% implicit the past 52 weeks. Cross Country Healthcare, Inc. (NASDAQ:CCRN) has a marketplace capitalization of $318.34 million.
Long Cast Advisers stated the pursuing regarding Cross Country Healthcare, Inc. (NASDAQ:CCRN) successful its 4th fourth 2025 capitalist letter:
"Our largest purchases successful the 4th were PDEX, Cross Country Healthcare, Inc. (NASDAQ:CCRN) and NRC. CCRN ($8.24 avg price). We are revisiting the caregiver staffing institution we archetypal owned backmost successful 2019 and sold erstwhile COVID comps turned negative. At $8 / stock and with 32M shares out, the institution has a $260M marketplace capitalization. At its astir caller quarter, the institution had $99M successful nett currency and nary debt. In December it received a $20M termination outgo pursuing its failed $615M acquisition by AYA. This leaves it with implicit 40% of its marketplace headdress successful currency and a pro forma endeavor worth of $140M.
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