Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund gained 18.4% in the third quarter, outperforming the Russell 2000 Index's 12.4% increase and the Russell Microcap Index's 17.03% return. The firm invested over 54% of net asset value in its top three names. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, I ...

Core Insights - Coca-Cola reported that higher prices, an improved product mix, and a slight increase in volumes contributed to its sales and earnings growth in the third quarter [1] Group 1 - The company experienced an increase in sales due to higher pricing strategies [1] - A better mix of products positively impacted earnings [1] - There was a small increase in volumes, which also contributed to overall growth [1]