LRT Capital Management released its third-quarter 2025 investor letter for the “LRT Global Opportunities Strategy,” showcasing a systematic long/short approach. In September, the strategy had a -8.00% return and a YTD return of -0.17%. The strategy faced challenges as market indexes surged, impacting select overvalued mega-cap stocks while others declined. Check the fund’s top five holdings for 2025 picks.

One highlighted stock in the LRT Global Opportunities Strategy’s investor letter was Crown Castle Inc. (NYSE:CCI), which owns and leases cell towers and fiber solutions. Crown Castle Inc. (NYSE:CCI) had a one-month return of 0.12% and lost 15.48% over the past 52 weeks. As of October 6, 2025, the stock closed at $93.99 per share with a market cap of $40.93 billion.

LRT Global Opportunities Strategy praised Crown Castle Inc. (NYSE:CCI) in its investor letter, highlighting the company’s ownership of crucial communications infrastructure in the U.S. This includes macro cell towers that support the nation’s wireless networks. Crown Castle’s strategic position, protected by high barriers to entry, has made it a key player in the digital economy and modern communication landscape.

Read more at Yahoo Finance: Here’s What Supports Crown Castle’s (CCI) Sustained Growth