Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was favorable for Middle Coast Investing. Its collective portfolio outperformed the S&P 500 and is ahead of benchmarks year to date. In Q3 2025, the US Portfolios returned 9.6% compared to 7.8% for the S&P 500. It’s Core U.S. portfolios returned 10% while the Russell 2000 returned 12%, the S&P 600 returned 8.7% and the Nasdaq generated 11.2% for the same period. Also, its European Portfolios appreciated by 5.5%. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Middle Coast Investing highlighted stocks such as Hillenbrand, Inc. (NYSE:HI). Hillenbrand, Inc. (NYSE:HI) is an industrial company that operates in two segments, Advanced Process Solutions and Molding Technology Solutions. The one-month return of Hillenbrand, Inc. (NYSE:HI) was 7.10%, and its shares gained 5.16% of their value over the last 52 weeks. On October 6, 2025, Hillenbrand, Inc. (NYSE:HI) stock closed at $26.69 per share, with a market capitalization of $1.881 billion.
Middle Coast Investing stated the following regarding Hillenbrand, Inc. (NYSE:HI) in its third quarter 2025 investor letter:
“You’ll notice in the winners section that we had luck with a couple reported deals that finally came to fruition. Hillenbrand, Inc. (NYSE:HI) and Brighthouse are similar type bets.
Hillenbrand, Inc. (NYSE:HI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 19 hedge fund portfolios held Hillenbrand, Inc. (NYSE:HI) at the end of the second quarter, up from 12 in the previous quarter. While we acknowledge the potential of HILLENBRAND, INC. (NYSE:HI) 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.
