Carillon Tower Advisers released its second-quarter 2025 investor letter, noting the turbulent equity markets. Small-cap stocks rebounded, with the Russell 2000® Growth Index up 11.96% compared to the 4.96% rise in the Russell 2000® Value Index. Check the fund’s top five holdings for insights into its 2025 picks.

In the letter, the Carillon Eagle Small Cap Growth Fund highlighted BellRing Brands, Inc. (NYSE:BRBR), a company providing nutrition products. BRBR stock had a one-month return of -25.62% and lost 27.37% over the last 52 weeks, closing at $40.77 per share on August 19, 2025, with a market cap of $5.136 billion.

Regarding BellRing Brands, Inc., the fund stated that slower growth was temporary due to inventory adjustments at warehouse club partners, not a sign of broader slowing in the company or protein shake market.

BellRing Brands, Inc. (NYSE:BRBR) is held in 43 hedge fund portfolios, up from 42 in the previous quarter. In Q3 2025, the company reported net sales of $548 million, a 6% increase over the prior year. While the potential for BRBR as an investment exists, certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Carillon Eagle Small Cap Growth Fund Views BellRing Brands’ (BRBR) Growth Slowdown as Short-Term Blip