Rewey Asset Management reported a 6.11% increase in their “RAM Smid Composite” in Q2 2025, slightly below the benchmark Russell 2500 Value Total Return Index’s 7.29% gain. Year-to-date, the composite returned -1.29% compared to the benchmark’s 1.03%. The firm remains confident in the Smid value sector for the rest of 2025.

Ducommun Incorporated (NYSE:DCO) was highlighted in Rewey Asset Management’s Q2 2025 investor letter. The company, providing engineering and manufacturing services to various industries, saw a one-month return of 1.48% and a 44.34% gain over the past 52 weeks. On September 12, 2025, DCO stock closed at $93.03 per share with a market cap of $1.388 billion.

Ducommun Incorporated (NYSE:DCO) was the top performer for Rewey Asset Management in Q2 2025, rising 42.39%. The firm’s thesis on DCO and the Commercial Aerospace & Defense sector remains strong, with support from Boeing and Airbus production. Ducommun continues to improve margins and work towards its Vision 2027 targets.

Ducommun Incorporated (NYSE:DCO) is not among the 30 Most Popular Stocks Among Hedge Funds, but 20 hedge fund portfolios held DCO at the end of Q2 2025. While acknowledging DCO’s potential, some believe certain AI stocks offer greater upside potential. Check out the free report for more information.

In another article, Ducommun Incorporated (NYSE:DCO) was highlighted as a compelling investment opportunity by Rewey Asset Management in their Q1 2025 investor letter. The firm believes DCO has the potential to deliver compounded returns over the years. Visit the hedge fund investor letters page for more insights from leading investors.

Read more at Yahoo Finance: Rewey Asset Management’s Q2 Top Performer: Ducommun (DCO)