Platinum International Brands Fund’s Views on Birkenstock (BIRK)

1 week ago 6

Soumya Eswaran

Tue, December 9, 2025 astatine 6:58 AM CST 3 min read

Platinum Asset Management, an concern absorption company, released its Q3 2025 capitalist missive for “Platinum International Brands Fund”. A transcript of the missive tin beryllium downloaded here. The money returned 1% successful the 4th compared to 6% for the MSCI AC World Index. This was a challenging 4th for the fund. The show successful the 4th was affected by the displacement of superior to AI names. Also, successful the US, indications of declining user assurance and lackluster occupation figures person enactment a damper connected the user brands industry. The money continues to spot brand-based businesses arsenic charismatic investments. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Platinum International Brands Fund highlighted stocks specified arsenic Birkenstock Holding plc (NYSE:BIRK). Birkenstock Holding plc (NYSE:BIRK) engages successful the manufacturing and organisation of footwear products. The one-month instrumentality of Birkenstock Holding plc (NYSE:BIRK) was 8.45%, and its shares mislaid 21.63% of their worth implicit the past 52 weeks. On December 08, 2025, Birkenstock Holding plc (NYSE:BIRK) banal closed astatine $42.61 per share, with a marketplace capitalization of $7.836 billion.

Platinum International Brands Fund stated the pursuing regarding Birkenstock Holding plc (NYSE:BIRK) successful its 3rd 4th 2025 capitalist letter:

“Until a decennary ago, Birkenstock was a sleepy, family-owned European business. With a 250-year heritage, its marque was iconic, but the concern was stagnant – mismanaged, bloated and directionless.

Birkenstock Holding plc (NYSE:BIRK) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge money portfolios held Birkenstock Holding plc (NYSE:BIRK) astatine the extremity of the 3rd quarter, which was 46 successful the erstwhile quarter. While we admit the imaginable of Birkenstock Holding plc (NYSE:BIRK) 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.