Mairs & Power reported a slight increase in their Balanced Fund with concerns about Disney parks

From Yahoo Finance: 2025-05-07 09:42:00

Mairs & Power released their first quarter 2025 investor letter, reporting a 0.04% increase in their Balanced Fund. The fund outperformed benchmark indexes and the Morningstar peer group. Top holdings include The Walt Disney Company, which saw a 11.22% one-month return. The fund expressed concerns about the company’s economically sensitive parks business. The Walt Disney Company is not among the 30 most popular stocks among hedge funds, with 108 portfolios holding it in the fourth quarter.

In another article, billionaire Mario Gabelli shared large-cap stock picks with huge upside potential, including The Walt Disney Company. ClearBridge Value Strategy also initiated a position in the company in Q1 2025. For more investor letters from hedge funds, visit the hedge fund investor letters Q1 2025 page.

Read more: The Walt Disney Company (DIS) Faced Challenges as Parks’ Business Expectations Declined