Baron Funds released its second-quarter 2025 investor letter, showing a 0.86% gain for the Baron Growth Fund, trailing behind the Russell 2000 Growth Index’s 11.97% rise. The fund’s strategy of owning advantaged businesses was out of favor as investors favored riskier stocks. Check the fund’s top five holdings for 2025 picks. Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) stock had a one-month return of -3.30% and closed at $46.37 per share on September 23, 2025, with a market cap of $13.123 billion.

In the second-quarter 2025 letter, Baron Growth Fund discussed Gaming and Leisure Properties, Inc. (NASDAQ:GLPI), a real estate company leasing properties to gaming operators. Shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) lost 8.25% of their value over the last 52 weeks. The company has a market cap of $13.123 billion.

Baron Growth Fund remains optimistic about Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) despite stock declines, citing a strong balance sheet, attractive dividend yield, and growth potential. The company collects 100% of its rent, increases rental rates annually, and aims for dividend growth. With a robust cash flow profile, they believe Gaming and Leisure Properties is well-positioned for acquisitions and shareholder returns.

Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) is not among the 30 most popular stocks among hedge funds, but 33 hedge fund portfolios held it at the end of the second quarter. While the company has investment potential, certain AI stocks may offer greater upside with less downside risk. Explore a free report on the best short-term AI stock for more opportunities.

Read more at Yahoo Finance: Gaming and Leisure Properties (GLPI) Fell Due to Investor Concerns