Here’s Why Oscar Health (OSCR) Traded Down in Q3

3 weeks ago 9

Soumya Eswaran

Tue, December 2, 2025 astatine 7:16 AM CST 3 min read

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.03% successful the 3rd quarter, compared with the Russell 3000’s 8.18% and the Russell 2000’s 12.39%. For much accusation connected the fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Longleaf Partners Small-Cap Fund highlighted stocks specified arsenic Oscar Health, Inc. (NYSE:OSCR). Oscar Health, Inc. (NYSE:OSCR) is simply a US-based healthcare exertion company. The one-month instrumentality of Oscar Health, Inc. (NYSE:OSCR) was -2.97%, and its shares mislaid 7.45% of their worth implicit the past 52 weeks. On December 01, 2025, Oscar Health, Inc. (NYSE:OSCR) banal closed astatine $16.65 per share, with a marketplace capitalization of $4.794 billion.

Longleaf Partners Small-Cap Fund stated the pursuing regarding Oscar Health, Inc. (NYSE:OSCR) successful its 3rd 4th 2025 capitalist letter:

"Oscar Health, Inc. (NYSE:OSCR) – Healthcare security institution Oscar reversed people from being a contributor past 4th to a detractor this quarter. We wrote to you successful our erstwhile missive astir the shifts successful sentiment and however we sold shares into the affirmative feelings astatine the extremity of the 2nd 4th erstwhile the banal went implicit $20 per share. July ended up being a unsmooth period for Oscar and its manufacture arsenic claims losses were overmuch worse than expected successful the archetypal fractional of the year. Oscar was unluckily incapable to suffer overmuch little than others due to the fact that of the mode this unsocial marketplace works, and this wounded our appraisal. As the banal recovered aboriginal successful the quarter, we sold the remainder of our presumption arsenic our terms to worth spread had closed. This ended up being a palmy wide investment, and we are grateful to our partners astatine the institution for starring it done volatile manufacture times."

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Oscar Health, Inc. (NYSE:OSCR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge money portfolios held Oscar Health, Inc. (NYSE:OSCR) astatine the extremity of the 3rd quarter, which was 43 successful the erstwhile quarter. Oscar Health, Inc. (NYSE:OSCR) reported gross of astir $3 cardinal successful Q3 2025, marking a 23% summation year-over-year. While we admit the imaginable of Oscar Health, Inc. (NYSE:OSCR) 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.


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