Here’s How Pool Corporation (POOL) Faces the Challenges of Price Rise Due to Tariffs

3 months ago 27

Soumya Eswaran

Fri, Apr 11, 2025, 8:10 AM 2 min read

Andvari Associates, an concern absorption firm, released its first-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the archetypal 4th the money returned 7.2% nett of fees compared to the SPDR S&P 500 ETF’s 4.3% decline. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its archetypal 4th 2025 capitalist letter, Andvari Associates emphasized stocks specified arsenic Pool Corporation (NASDAQ:POOL). Pool Corporation (NASDAQ:POOL) is simply a distributor of swimming excavation supplies, equipment, and related leisure products. The one-month instrumentality of Pool Corporation (NASDAQ:POOL) was -6.70%, and its shares mislaid 19.70% of their worth implicit the past 52 weeks. On April 10, 2025, Pool Corporation (NASDAQ:POOL) banal closed astatine $305.30 per stock with a marketplace capitalization of $11.515 billion.

Andvari Associates stated the pursuing regarding Pool Corporation (NASDAQ:POOL) successful its Q1 2025 capitalist letter:

"Andvari besides owns 2 companies that are distributors of carnal goods: O’Reilly Auto Parts and Pool Corporation (NASDAQ:POOL). Out of each the businesses we own, these 2 mightiness look the top risks of rising costs owed to tariffs, but we shall see. Regarding Pool Corporation, they are the largest distributor of pool-related products and supplies successful North America. We similar that the institution has ne'er competed solely connected price. They merchantability based connected worth and providing the champion lawsuit experience. They person besides historically been capable to walk connected inflationary terms increases to their customers."

Is Pool Corporation (POOL) the Best Industrial Distribution Stock to Buy According to Hedge Funds?

Aerial presumption of a swimming excavation with outdoor furnishings surrounding it.

Pool Corporation (NASDAQ:POOL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge money portfolios held Pool Corporation (NASDAQ:POOL) astatine the extremity of the 4th fourth compared to 32 successful the 3rd quarter. Pool Corporation's (NASDAQ:POOL) 4th fourth income decreased 2% twelvemonth implicit yar to $988 million. While we admit the imaginable of Pool Corporation (NASDAQ:POOL) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

We covered Pool Corporation (NASDAQ:POOL) successful different article, wherever we shared the database of banal picks from Warren Buffett's maturation banal portfolio. In addition, delight cheque retired our hedge money capitalist letters Q1 2025 page for much capitalist letters from hedge funds and different starring investors.