Amentum Holdings (AMTM) Shines Bright in Turbulent Market

Frontier Capital Management released its first quarter 2025 investor letter for the Frontier Small Cap Growth Fund. Class N shares returned -14.43% in the first quarter, compared to the benchmark Russell 2000 Growth Index at -11.12%. The fund returned -14.50% for the 12 months ended March 31, 2025. US equities traded lower in the first quarter.

The first quarter 2025 investor letter highlighted Amentum Holdings, Inc. (NYSE: AMTM) as a top stock. Amentum Holdings offers engineering and technology solutions to the US and allied government agencies. The one-month return for Amentum Holdings was 8.47%, with YTD shares gaining 15.07%. On July 7, 2025, the stock closed at $24.20 per share with a market cap of $5.888 billion.

Frontier Small Cap Growth Fund mentioned Amentum Holdings in its investor letter, stating opportunities to invest in companies like CACI International Inc, Essential Properties Realty Trust, and DigitalOcean Holdings. They believe in the value these companies provide due to their essential services to the Department of Defense and other governmental agencies.

Amentum Holdings, Inc. (NYSE: AMTM) is not among the 30 most popular stocks among hedge funds. However, 37 hedge fund portfolios held Amentum Holdings at the end of the first quarter. While Amentum Holdings has potential as an investment, the focus remains on AI stocks for higher returns in a shorter timeframe. Check out the report on an undervalued AI stock set for massive gains.

Read more at Yahoo Finance: What Makes Amentum Holdings (AMTM) an Attractive Bet?