Hotchkis & Wiley released its “Mid-Cap Value Fund” investor letter for Q2 2025, citing market volatility due to trade policy changes and geopolitical tensions. The fund underperformed the Russell Midcap Value Index, gaining 3.63% vs. 5.35% for the index. Review their top 5 holdings for insights into their 2025 selections.
Olin Corporation (NYSE:OLN) was featured in Hotchkis & Wiley Mid-Cap Fund’s Q2 2025 letter. Olin, a chemical products manufacturer, saw a one-month return of -8.12% and a 52-week loss of 52.01%. As of July 29, 2025, Olin’s stock closed at $21.89 per share with a market cap of $2.509 billion.
Hotchkis & Wiley Mid-Cap Fund discussed Olin Corporation (NYSE:OLN) in their Q2 2025 letter, noting weak earnings due to low operating rates and commodity prices. Olin’s balance sheet remains strong, with shareholder-friendly capital allocation. The company provides diversification benefits in commodity exposure.
Olin Corporation (NYSE:OLN) is not among the 30 most popular stocks among hedge funds. While 33 hedge funds held Olin at the end of Q1, down from 38 in the previous quarter, AI stocks may offer greater potential. Explore our free report on the best short-term AI stock for more insights.
For more on Olin Corporation (NYSE:OLN), including Hotchkis & Wiley Large Cap Fundamental Value Fund’s perspective, check out our previous coverage. Visit our hedge fund investor letters Q2 2025 page for additional insights from leading investors.
Read more at Yahoo Finance: Here’s Why Olin Corp. (OLN) Fell in Q2