Here’s Why White Brooke Capital Sold Tile Shop Holdings (TTSH)

2 weeks ago 8

Soumya Eswaran

Fri, December 5, 2025 astatine 8:33 AM CST 3 min read

White Brook Capital Partners, an concern absorption firm, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The US system demonstrated resilience successful the quarter, with maturation exceeding expectations, driven by high-end user spending and important investments successful artificial intelligence. However, softening labour markets whitethorn let for imaginable cuts to short-term involvement rates aboriginal this year. White Brooke Capital’s Small Cap Absolute Growth Strategy exemplary portfolio performed good successful its archetypal year, exceeding expectations. Value-oriented stocks are underperforming. The All-Cap Portfolio of White Brook Capital shifted to maturation companies but remains overweight successful value, starring to disappointing performance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, White Brook Capital Partners highlighted stocks specified arsenic Tile Shop Holdings, Inc. (NASDAQ:TTSH). Tile Shop Holdings, Inc. (NASDAQ:TTSH) is simply a US-based specialty retailer of man-made and earthy chromatic tiles, mounting and attraction materials, and related accessories. The one-month instrumentality for Tile Shop Holdings, Inc. (NASDAQ:TTSH) was 4.49%, and its shares mislaid 3.98% implicit the past 52 weeks. On December 04, 2025, Tile Shop Holdings, Inc. (NASDAQ:TTSH) banal closed astatine $6.52 per share, with a marketplace capitalization of $291.845 million.

White Brook Capital Partners stated the pursuing regarding Tile Shop Holdings, Inc. (NASDAQ:TTSH) successful its 3rd 4th 2025 capitalist letter:

"Pursuant to the quarter's close, Tile Shop Holdings, Inc. (NASDAQ:TTSH) projected delisting its shares astatine a terms higher than the adjacent astatine 4th end. The stated rationale is that the institution is not getting recognition for its assets arsenic a nationalist company. We hold with the rationale, but find the projected terms to beryllium importantly beneath our estimation of the company's intrinsic value. We judge that the nationalist needs to spot much location gathering and renovation enactment to recognize that value. We sold into the quality and anticipation to re-enter if the delisting maneuver is defeated."

Tile Shop Holdings, Inc. (NASDAQ:TTSH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 5 hedge money portfolios held Tile Shop Holdings, Inc. (NASDAQ:TTSH) astatine the extremity of the 3rd quarter, which was 5 successful the erstwhile quarter. While we admit the imaginable of Tile Shop Holdings, Inc. (NASDAQ:TTSH) 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.