TimesSquare Capital Management released its second-quarter 2025 investor letter, showing a return of 11.28% (gross) and 11.02% (net) compared to the Russell 2000 Growth Index by 11.97%. Equities saw double-digit returns in the second quarter due to global economic activity measures lifting. Check out the fund’s top five holdings for 2025.

In the second-quarter 2025 investor letter, TimesSquare Capital Small Cap Growth Strategy highlighted Magnolia Oil & Gas Corporation (NYSE: MGY). The company is an independent oil and natural gas company with a one-month return of 0.99% and a 2.06% gain over the last 52 weeks. On September 10, 2025, the stock closed at $24.28 per share with a market capitalization of $4.586 billion.

TimesSquare Capital U.S. Focus Growth Strategy discussed Magnolia Oil & Gas Corporation (NYSE: MGY) in its investor letter, seeking low-cost exploration & production companies with high-yielding acreage or specialized service providers. The company dropped -10% due to higher expenses offsetting higher production volumes in the first quarter. Full-year production guidance was raised.

Magnolia Oil & Gas Corporation (NYSE: MGY) is not among the 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding it at the end of the second quarter. While acknowledging its potential, certain AI stocks offer greater upside potential with less downside risk. Check out the free report on the best short-term AI stock for more information.

In another article, TimesSquare Capital U.S. Small Cap Growth Strategy shared its views on Magnolia Oil & Gas Corporation (NYSE: MGY). For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page.

Read more at Yahoo Finance: Magnolia Oil & Gas Corp. (MGY) Raised Its Full-Year Production Guidance