Next 40 for 2025
I am very proud of my Next 40 list. The list below would be an outstanding small/mid cap value portfolio. I like my Top 25 Model Portfolio better, but I think I have a strong "bench". It has taken two years to get here. I think I know these stories pretty well.
Maybe a few of these will get promoted at year end:
Hasbro - HAS - $57
Sysco - SYY - $78
Dow - DOW - $40
Atlas Energy Solutions - AESI - $22
Vail Resorts - MTN - $189
Polaris - PII - $57
Etsy - ETSY - $55
Oxford Ind. - OXM - $80
Portillo’s - PTLO - $9
Amkor Technology - AMKR - $27
Coty - COTY - $7
Stepan - SCL - $67
Smith & Nephew - SNN - $24
Cable One - CABO - $369
MGP Ingredients - MGPI - $40
Helmerich & Payne - HP - $31
Scotts Miracle Gro - SMG - $67
Krispy Kreme - DNUT - $10
Restaurant Brands - QSR. - $66
Civitas - CIVI - $44
Azenta - AZTA - $50
Charles River - CRL - $186
Perrigo - PRGO - $26
Rogers - ROG - $103
Core & Main - CNM - $51
Ball - BALL - $56
AGCO - AGCO - $94
Hudbay Materials - HBM - $8
Douglas Dynamics -PLOW - $24
Wabash National - WNC - $17
Lincoln National - LNC - $32
Cubesmart - CUBE - $43
Astrana Health - ASTH - $33
First Watch - FWRG - $19
Flowers Food - FLO - $20
Northwest Natural - NWN - $40
Phillips 66 - PSX - $112
Antero Midstream - AM - $15
Rio Tinto - RIO - $59
ConAgra - CAG - $28
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These are a few names where I have not finished my work. These are all names from the top 10 value managers whose portfolios I monitor. I need to learn more about these companies:
Hillenbrand - HI = $30 - Victory Sycamore
Kornit Digital - KRNT - $32 - Hodges
Hain Celestial - HAIN - $6 - Barrow
Papa John - PZZA - $39 - River Road
Albany Int. - AIN - $80 - Victory Sycamore
Axalta Coatings - AXTA - $35 - Barrow
Kemper - KMPR - $65 - First Eagle
Louisiana Pacific - $104 - First Eagle
Regal Rexnord - RRX - $156 - Diamond Hill
Summit Materials - SUM - $50 - River Road
Blue Bird - BLBD - $39 - Hodges