From Yahoo Finance: 2025-04-15 08:42:00

Vulcan Value Partners released its first-quarter 2025 investor letter, citing caution among management teams following the recent election. The quarter saw a return of volatility, with net returns of -2.1% for Large Cap, -4.5% for Small Cap, -5.8% for Focus, -6.0% for Focus Plus, and -4.1% for All-Cap Composites. For more details, check their top five holdings.

In the same investor letter, Vulcan Value Partners highlighted Ituran Location and Control Ltd. (NASDAQ: ITRN). The Israel-based company offers location-based telematics services and products. Its stock closed at $33.38 per share on April 14, 2025, with a one-month return of -10.72% and a 27.50% increase over 52 weeks, boasting a market cap of $664.048 million.

Ituran Location and Control Ltd. (NASDAQ: ITRN) was praised by Vulcan Value Partners for its strong performance and discounted share price despite recent gains. The company provides stolen vehicle recovery services, primarily in Israel and Brazil, with a revenue model that generates robust free cash flow and stable margins.

Despite its promising potential, Ituran Location and Control Ltd. (NASDAQ: ITRN) is not among the 30 Most Popular Stocks Among Hedge Funds. However, 15 hedge fund portfolios held the stock at the end of the fourth quarter, showing increased interest. While acknowledging its value, the focus remains on AI stocks for higher returns in a shorter timeframe. For a promising AI stock trading at a discount, check out the report on the cheapest AI stock.



Read more at Yahoo Finance: Should You Invest in Ituran Location and Control Ltd. (ITRN)?