Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as BellRing Brands, Inc. (NYSE:BRBR). Headquartered in Saint Louis, Missouri, BellRing Brands, Inc. (NYSE:BRBR) provides various nutrition products. The one-month return of BellRing Brands, Inc. (NYSE:BRBR) was -25.62%, and its shares lost 27.37% of their value over the last 52 weeks. On August 19, 2025, BellRing Brands, Inc. (NYSE:BRBR) stock closed at $40.77 per share, with a market capitalization of $5.136 billion.
Carillon Eagle Small Cap Growth Fund stated the following regarding BellRing Brands, Inc. (NYSE:BRBR) in its second quarter 2025 investor letter:
“BellRing Brands, Inc. (NYSE:BRBR) produces and sells protein-based nutritional beverages and bars for health- and fitness-oriented consumers. The stock delivered lackluster performance as guidance for the upcoming quarter came in below expectations. We feel the slower growth rate is temporary and a reflection of inventory adjustments at the company’s warehouse club channel partners, and not a sign of more pervasive slowing at BellRing or in the protein shake category.”
A wide shot of an aisle in a food store lined with different nutrition products.
BellRing Brands, Inc. (NYSE:BRBR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held BellRing Brands, Inc. (NYSE:BRBR) at the end of the first quarter, up from 42 in the previous quarter. In the fiscal third quarter of 2025, BellRing Brands, Inc. (NYSE:BRBR) reported net sales of $548 million, up 6% over prior year. While we acknowledge the potential of BellRing Brands, Inc. (NYSE:BRBR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.