Group 1: Investment Performance - Sound Shore Management's Investor Class (SSHFX) and Institutional Class (SSHVX) delivered returns of 3.06% and 3.10% respectively in Q2 2025, underperforming the Russell 1000 Value Index at 3.79% and the S&P 500 at 10.94% [1] - The fund's 35-year annualized returns were 14.92% for SSHFX and 15.14% for SSHVX as of June 30, 2025, surpassing the Russell Value's 12.76% but trailing the S&P 500's 19.71% [1] Group 2: Hologic, Inc. Overview - Hologic, Inc. (NASDAQ:HOLX) is a medical instruments and supplies company focused on women's health, with a market capitalization of $14.57 billion and a share price of $65.50 as of September 10, 2025 [2] - The stock experienced a one-month return of -3.75% and a 52-week decline of 18.55% [2] Group 3: Regulatory Environment and Investment Strategy - Uncertainty regarding regulatory policies, including Medicaid reimbursement and pharmaceutical pricing, has negatively impacted healthcare holdings, including Hologic, Inc. [3] - Sound Shore Management took advantage of price dislocation during market drops to increase its position in Hologic, Inc., which is valued at around 14 times earnings [3] Group 4: Hedge Fund Interest and Financial Performance - Hologic, Inc. was held by 47 hedge fund portfolios at the end of Q2 2025, an increase from 46 in the previous quarter [4] - The company reported revenue of $1.024 billion in fiscal Q3 2025, exceeding guidance [4]