TimesSquare Capital Management released its second-quarter 2025 investor letter for its U.S. Mid Cap Growth Strategy, showing a return of 13.13% (gross) and 12.91% (net). Equities saw double-digit returns due to global economic activity measures lifting. Check out their top five holdings for 2025’s best picks.
In the second quarter, Saia, Inc. (NASDAQ: SAIA) was highlighted by TimesSquare Capital U.S. Mid Cap Growth Strategy. Saia, Inc. (NASDAQ: SAIA) is a North America-based transportation company with shares closing at $294.65 per share on September 29, 2025, and a market cap of $7.848 billion.
TimesSquare Capital U.S. Mid Cap Growth Strategy’s second quarter 2025 investor letter discussed Saia, Inc. (NASDAQ: SAIA), noting disappointing revenues and earnings, increased volumes in less profitable markets, and concerns about macroeconomic uncertainty affecting future volumes. The company’s shares declined by -22%.
Saia, Inc. (NASDAQ: SAIA) was not among the 30 most popular stocks among hedge funds in the second quarter of 2025, with 41 hedge fund portfolios holding the stock. In the same period, the company reported a revenue decrease of 0.7% compared to the previous year. Consider other AI stocks for better upside potential and less downside risk.
In a different article, Saia, Inc. (NASDAQ: SAIA) was mentioned as one of the best freight stocks to invest in. For more investor letters from hedge funds and leading investors, check out our hedge fund investor letters Q2 2025 page.
Read more at Yahoo Finance: Here’s Why Saia (SAIA) Declined 22% in Q2
