RAM Smid Composite Trimmed Its Position in Lakeland Industries (LAKE) Ahead of Its FY3Q26 Report

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. In Q4 2025, the composite returned 3.58%, exceeding the Russell 2500 Value Total Return index’s 3.15% gain. YTD, the composite delivered a return of 13.09% vs. 12.73% for the Index. In 2025, equities experienced another solid year. This year, large-cap stocks dominated due to AI and technology, but momentum shifted late in the year. The Russell 2000 Value and Russell 2500 Value both outperformed the Nasdaq Composite and S&P 500 in 4Q25. The US economy ended the year on a strong note, recovering from Q1 2025 lows. The firm views compelling valuation in small caps, given the ongoing concerns in the large-cap technology sector. Please review the Composite’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, RAM Smid Composite highlighted stocks like Lakeland Industries, Inc. (NASDAQ:LAKE). Lakeland Industries, Inc. (NASDAQ:LAKE) manufactures and sells industrial protective clothing and accessories. On March 13, 2026, Lakeland Industries, Inc. (NASDAQ:LAKE) stock closed at $8.82 per share. One-month return of Lakeland Industries, Inc. (NASDAQ:LAKE) was -10.64%, and its shares lost 55.75% over the past 52 weeks. Lakeland Industries, Inc. (NASDAQ:LAKE) has a market capitalization of $86.49 million.

RAM Smid Composite stated the following regarding Lakeland Industries, Inc. (NASDAQ:LAKE) in its fourth quarter 2025 investor letter:

“Lakeland Industries, Inc. (NASDAQ:LAKE) was our weakest performer in 4Q25, declining 45.31%. We had reduced our position ahead of its FY3Q26 report, as we thought there could be some weaknesses in sales and merger integration. While results were weaker than expected, we believe the share price decline was an overreaction, amplified by year-end tax-loss selling. LAKE retains a strong balance sheet, and we see a clear path to revenue growth in the global fire protection market through both organic initiatives and acquisitions. We also note that following the quarter a new holder filed a 13D and now owns 8.38% of the shares.”

Lakeland Industries, Inc. (NASDAQ:LAKE) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 8 hedge fund portfolios held Lakeland Industries, Inc. (NASDAQ:LAKE) at the end of the fourth quarter, compared to 9 in the previous quarter. While we acknowledge the potential of Lakeland Industries, Inc. (NASDAQ:LAKE) 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.