Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, while the Russell 2000® Value Index increased 4.96%. The first quarter saw equity market volatility due to Iran strikes, boosting energy prices. The firm is optimistic that the turbulence in the market will be short-lived, with improved valuations and potential positive developments from de-escalation in the Middle East. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks like Vital Farms, Inc. (NASDAQ:VITL). Headquartered in Austin, Texas, Vital Farms, Inc. (NASDAQ:VITL) is a branded food company focused on ethically produced pasture-raised eggs and ****** er. On June 23, 2026, Vital Farms, Inc. (NASDAQ:VITL) closed at $10.68 per share. One-month return of Vital Farms, Inc. (NASDAQ:VITL) was 5.59%, and its shares lost 71.35% over the past 52 weeks. Vital Farms, Inc. (NASDAQ:VITL) has a market capitalization of $457.62 million.
Carillon Eagle Small Cap Growth Fund stated the following regarding Vital Farms, Inc. (NASDAQ:VITL) in its Q1 2026 investor letter:
"Vital Farms, Inc. (NASDAQ:VITL) produces and markets pasture-raised eggs and dairy products sourced from a network of small family farms. The stock came under pressure after the company lowered its revenue guidance. Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided. This dynamic, coupled with adverse weath er, reduced its revenue outlook."
Vital Farms, Inc. (NASDAQ:VITL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held Vital Farms, Inc. (NASDAQ:VITL) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of Vital Farms, Inc. (NASDAQ:VITL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its first-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks like Vital Farms, Inc. (NASDAQ:VITL). Headquartered in Austin, Texas, Vital Farms, Inc. (NASDAQ:VITL) is a branded food company focused on ethically produced pasture-raised eggs and ****** er. On June 23, 2026, Vital Farms, Inc. (NASDAQ:VITL) closed at $10.68 per share. One-month return of Vital Farms, Inc. (NASDAQ:VITL) was 5.59%, and its shares lost 71.35% over the past 52 weeks. Vital Farms, Inc. (NASDAQ:VITL) has a market capitalization of $457.62 million.
Carillon Eagle Small Cap Growth Fund stated the following regarding Vital Farms, Inc. (NASDAQ:VITL) in its Q1 2026 investor letter:
"Vital Farms, Inc. (NASDAQ:VITL) produces and markets pasture-raised eggs and dairy products sourced from a network of small family farms. The stock came under pressure after the company lowered its revenue guidance. Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided. This dynamic, coupled with adverse weath er, reduced its revenue outlook."
Vital Farms, Inc. (NASDAQ:VITL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge fund portfolios held Vital Farms, Inc. (NASDAQ:VITL) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of Vital Farms, Inc. (NASDAQ:VITL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
1 month ago
