Artisan Small Cap Fund Picked Ollie’s Bargain Outlet (OLLI) Amid Multiple Catalysts

Core Insights - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with major US indices reaching record highs and the fund's Investor Class returning 8.69% [1] - Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) was highlighted as a key stock, showing a one-month return of 1.24% and a 52-week gain of 37.46% [2][3] Fund Performance - The Artisan Small Cap Fund's Advisor Class fund APDSX returned 8.75%, and the Institutional Class fund APHSX returned 8.73%, while the Russell 2000 Growth Index returned 12.19% [1] - The fund's top 5 holdings were mentioned as significant contributors to its performance for 2025 [1] Ollie's Bargain Outlet Holdings, Inc. - Ollie's operates as a discount retailer with a unique shopping experience, benefiting from structural tailwinds such as an Amazon-resistant format and increased access to prime retail locations due to competitor closures [3] - The company's loyalty program, Ollie's Army, accounts for approximately 80% of total sales, indicating strong customer engagement [3] - A new management team is enhancing operational systems to support long-term growth [3] Hedge Fund Interest - Ollie's Bargain Outlet Holdings, Inc. was held by 32 hedge fund portfolios at the end of Q2 2025, an increase from 25 in the previous quarter [4] - Despite its potential, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk compared to Ollie's [4]