Here’s How GLP-1 Affected MGP Ingredients (MGPI) in Q3

1 day ago 5

Soumya Eswaran

Thu, December 11, 2025 astatine 7:06 AM CST 2 min read

Mairs & Power, an concern advisor, released the third-quarter 2025 capitalist missive for the “Mairs & Power Small Cap Fund.” A transcript of the missive tin beryllium downloaded here. The market’s attraction persists successful 2025, with a fewer ascendant mega-cap stocks tied to artificial quality (AI) driving astir of the favorable outcomes. The money returned 2.06% successful the archetypal 9 months of 2025. The money underperformed the benchmark Russell 2000 Total Returns (TR) Index, which was up 10.39%, the S&P Small Cap 600 TR, which roseate 4.24% and the Morningstar U.S. Fund Small Blend, which returned 6.15%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Mairs & Power Small Cap Fund highlighted stocks specified arsenic MGP Ingredients, Inc. (NASDAQ:MGPI). MGP Ingredients, Inc. (NASDAQ:MGPI) produces and distributes distilled spirits, branded spirits, and nutrient ingredients. The one-month instrumentality of MGP Ingredients, Inc. (NASDAQ:MGPI) was 1.93%, and its shares mislaid 43.49% of their worth implicit the past 52 weeks. On December 10, 2025, MGP Ingredients, Inc. (NASDAQ:MGPI) banal closed astatine $26.35 per share, with a marketplace capitalization of $561.105 million.

Mairs & Power Small Cap Fund stated the pursuing regarding MGP Ingredients, Inc. (NASDAQ:MGPI) successful its 3rd 4th 2025 capitalist letter:

"Notable detractors from comparative show during the play were Inspire Medical, MGP Ingredients, Inc. (NASDAQ:MGPI), and Knife River. Inspire Medical had a hard 4th owed to challenges related to GLP-1 usage increases, arsenic good arsenic rolling retired a caller merchandise version, and delays with billing bundle and reimbursement codes. Also impacted by GLP-1s was MGP Ingredients, which continues to enactment done excess inventory, peculiarly successful bourbon, and shifts successful user depletion levels crossed the intoxicant industry."

Is MGP Ingredients, Inc. (MGPI) the Underperforming Stock Targeted By Short Sellers?

MGP Ingredients, Inc. (NASDAQ:MGPI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 18 hedge money portfolios held MGP Ingredients, Inc. (NASDAQ:MGPI) astatine the extremity of the 3rd quarter, which was 26 successful the erstwhile quarter. While we admit the imaginable of MGP Ingredients, Inc. (NASDAQ:MGPI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.