Investment management company First Pacific Advisors released its second-quarter 2025 investor letter for the FPA Queens Road Small Cap Value Fund. The fund returned 8.60% in Q2, outperforming the Russell 2000 Value Index. Top holdings include TreeHouse Foods, Inc. (NYSE: THS), which saw a one-month return of -12.37% and closed at $18.27 per share on August 18, 2025.

The fund highlighted TreeHouse Foods, Inc. (NYSE: THS) in its investor letter, discussing the company’s struggles with profitability and stock performance. Despite being a small position in the fund, the company has faced supply chain and operational issues affecting its growth and margins.

TreeHouse Foods, Inc. (NYSE: THS) is not among the 30 Most Popular Stocks Among Hedge Funds. While 22 hedge fund portfolios held THS at the end of the first quarter, the company is not a top choice for some investors. Those seeking undervalued AI stocks with significant potential may find better options elsewhere.

For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page. Stay informed about market insights and trends by exploring the latest updates and perspectives from industry experts.

Read more at Yahoo Finance: FPA Queens Road Small Cap Value Fund’s Comments on Treehouse Foods (THS)