Artisan Partners released its second-quarter 2025 investor letter, showing returns of 14.40% for Investor Class fund ARTMX, 14.45% for Advisor Class fund APDMX, and 14.50% for Institutional Class fund APHMX. Global markets were volatile, rotating between double-digit declines and gains. Check the fund’s top five holdings for insights into its best picks in 2025.

Saia, Inc. (NASDAQ:SAIA) was highlighted in Artisan Mid Cap Fund’s Q2 2025 investor letter. The North America-based transportation company saw a one-month return of -3.93% and a 23.39% decrease in share value over the past year. On August 7, 2025, Saia, Inc. closed at $294.72 per share with a $7.85 billion market cap.

In the Q2 2025 investor letter, Artisan Mid Cap Fund discussed its investment campaign in Saia, Inc. (NASDAQ:SAIA). While initially positive on Saia’s network expansion, the fund reduced its position due to anticipated risks from rising tariffs impacting industry volume growth. Ultimately, the fund exited its position citing concerns over profitability and pricing strategies.

Saia, Inc. (NASDAQ:SAIA) is not among the 30 most popular stocks among hedge funds. In Q1, 35 hedge fund portfolios held Saia, compared to 31 in the previous quarter. Saia reported revenue of $817 million in Q2 2025, a 0.7% decrease from the same period last year. Consider exploring undervalued AI stocks with greater upside potential and less downside risk for investment opportunities.

Read more at Yahoo Finance: Should You Consider Selling Your Position in Saia (SAIA)?