The Vita Coco Company (COCO) is Gaining from Strong Volume Growth

Core Insights - Artisan Small Cap Fund aims to invest in companies with franchise characteristics, strong earnings trajectories, and trading at a discount to estimated private market value [1] - The Fund experienced strong absolute returns in Q4 2025, outperforming both the Russell 2000® Growth Index and the Russell 2000® Index, despite elevated volatility and shifting market sentiment [1] - For the full year 2025, the Fund generated strong results but underperformed relative to both indexes [1] Company Focus: The Vita Coco Company, Inc. - The Vita Coco Company, Inc. (NASDAQ:COCO) is highlighted as a top contributor in Q4 2025, specializing in coconut water products [2][3] - As of March 16, 2026, The Vita Coco Company, Inc. stock closed at $60.60 per share, with a one-month return of 7.22% and a 52-week gain of 75.04% [2] - The company has a market capitalization of $3.459 billion [2] - Vita Coco benefits from strong volume growth in North America and select European markets, with challenges from previous private label relationships easing as new partnerships are established [3] - Coconut water is exempt from tariff-related headwinds, as it is a naturally occurring product that cannot be produced in the US [3]