Should You Hold Magnera Corporation (MAGN)?

Group 1: Kingdom Capital Advisors' Performance - Kingdom Capital Advisors' portfolio recovered significantly in Q3 2025, achieving a return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio has compounded at 21.06% (net of fees), compared to 4.60% for the Russell 2000 TR, 11.46% for the S&P 500 TR, and 13.48% for the NASDAQ 100 TR [1] Group 2: Magnera Corporation Overview - Magnera Corporation (NYSE:MAGN) has faced challenges, with a one-month return of -7.35% and a 52-week loss of 55.38%, closing at $10.21 per share on October 13, 2025, with a market capitalization of $363.476 million [2] - The company’s business remains stable in the U.S. and Europe, but tariffs have negatively impacted its South American operations [3] Group 3: Management and Future Outlook for Magnera Corporation - Management has been proactive in cost reductions and capacity adjustments, including closing one of their five South American plants, with further rationalization expected [3] - Magnera Corporation's debt is structured until 2029, and there are expectations for signs of business recovery in the upcoming year's results [3] Group 4: Hedge Fund Interest in Magnera Corporation - Magnera Corporation is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding the stock at the end of Q2 2025, down from 41 in the previous quarter [4] - While acknowledging the potential of Magnera Corporation, the company believes that certain AI stocks present greater upside potential and lower downside risk [4]