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Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF. A copy of the letter is available for download here. In the quarter, the ETF decreased by 3.9% on a total return basis compared to the Russell Midcap Index’s 0.2% return. The year was characterized by the outperformance of unprofitable and highly volatile companies. Healthcare and materials were the top-performing sectors in the fourth quarter, while communication services and real estate were down. The firm is confident that the market will eventually return its focus to financial fundamentals, such as profitability and cash flow. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, BBH Select Series – Mid Cap Fund highlighted Darling Ingredients Inc. (NYSE:DAR) as one of its leading contributors. Darling Ingredients Inc. (NYSE:DAR) is a leader in converting edible and inedible bio-nutrients to sustainable natural ingredients. On March 10, 2026, Darling Ingredients Inc. (NYSE:DAR) stock closed at $52.60 per share. One-month return of Darling Ingredients Inc. (NYSE:DAR) was 6.01%, and its shares gained 78.31% over the past 52 weeks. Darling Ingredients Inc. (NYSE:DAR) has a market capitalization of $8.34 billion.
BBH Select Series – Mid Cap Fund stated the following regarding Darling Ingredients Inc. (NYSE:DAR) in its fourth quarter 2025 investor letter:
“For the quarter, the Fund’s largest positive contributors were Darling Ingredients Inc. (NYSE:DAR) and Keysight Technologies Inc. (Keysight).
Darling Ingredients Inc. (NYSE:DAR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 47 hedge fund portfolios held Darling Ingredients Inc. (NYSE:DAR) at the end of the fourth quarter, compared to 51 in the previous quarter. In Q4 2025, Darling Ingredients Inc. (NYSE:DAR) reported total sales of $1.7 billon compared to $1.4 billion in Q4 2024. While we acknowledge the potential of Darling Ingredients Inc. (NYSE:DAR) 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 another article, we covered Darling Ingredients Inc. (NYSE:DAR) and shared SouthernSun Small Cap Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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