Group 1 - Night Watch Investment Management's fourth-quarter 2025 investor letter indicates that despite high volatility in individual stocks, the fund finished the quarter approximately flat and is pleased with the overall performance of 2025, which was broad-based and not reliant on any single security [1] - Distribution Solutions Group, Inc. (NASDAQ:DSGR) is highlighted as a specialty distribution company, with a market capitalization of $1.321 billion. As of January 6, 2026, its stock closed at $28.54 per share, with a one-month return of 0.00% and a 52-week loss of 18.53% [2] - The performance of Distribution Solutions Group, Inc. (NASDAQ:DSGR) was largely in line with expectations, showing an organic growth acceleration of 6% despite a slight decline in share price. The company has undertaken various business optimization steps that are expected to yield results when US industrial activity normalizes [3] Group 2 - Distribution Solutions Group, Inc. (NASDAQ:DSGR) is not among the 30 most popular stocks among hedge funds, with 14 hedge fund portfolios holding the stock at the end of the third quarter of 2025, an increase from 11 in the previous quarter. The company's consolidated revenue for the third quarter of 2025 increased by 10.7% to $518 million [4] - While acknowledging the potential of Distribution Solutions Group, Inc. (NASDAQ:DSGR) as an investment, the company believes that certain AI stocks offer greater upside potential and carry less downside risk [4]
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