Mayville Engineering (MEC) Gained from Its Accu-Fab Acquisition

分组1 - Rewey Asset Management's RAM Smid Composite returned 3.58% in Q4 2025, outperforming the Russell 2500 Value Total Return index's 3.15% gain [1] - Year-to-date, the composite delivered a return of 13.09% compared to 12.73% for the index, indicating strong performance in equities for 2025 [1] - The US economy showed recovery from Q1 2025 lows, with small-cap stocks viewed as compelling investments amid concerns in the large-cap technology sector [1] 分组2 - Mayville Engineering Company, Inc. (NYSE:MEC) was the top performer in Q4 2025, rising 34.8% as investors anticipated a recovery in sales for 2026-2027 [3] - The stock's performance was bolstered by the Accu-Fab acquisition, which expanded MEC's market into data-center equipment [3] - Despite positive long-term prospects, the company expects a gradual and uneven cyclical recovery in its agriculture, truck, and consumer recreational markets, leading to a modest trimming of positions [3] 分组3 - Mayville Engineering Company, Inc. has a market capitalization of $5.043 billion, with a one-month return of -23.66% and a 52-week gain of 16.89% [2] - At the end of Q4 2025, 13 hedge fund portfolios held shares of Mayville Engineering Company, up from 7 in the previous quarter [5] - The company is not among the 40 most popular stocks among hedge funds heading into 2026, with certain AI stocks considered to have greater upside potential [5]