TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 2.26% (gross) and 2.01% (net), compared to the Russell 2000 Growth Index’s 12.19% return. During the quarter, all asset classes except fixed income outside the U.S. posted positive returns. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted stocks such as Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU). Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) is an attraction and hospitality company. The one-month return for Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) was 2.29%, and its shares lost 16.30% over the last 52 weeks. On January 5, 2026, Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) stock closed at $34.10 per share, with a market capitalization of $964.459 million.
TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) in its third quarter 2025 investor letter:
“Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, premium brands, or support services for other consumer companies. One key contributor was Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU), an owner-operator of select lodgings and sightseeing at high-demand locations. We added to our position early in the quarter after Pursuit acquired a new property in Costa Rica, which tends to be a counter-cyclical market and seemed to be a good strategic fit. Later, the company’s revenues and earnings both exceeded expectations. With several recent property acquisitions and strong forward bookings, Pursuit’s management raised its guidance for the remainder of the year, which in turn propelled its shares up by 25%.”
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Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) is not on our list of 30 Most Popular Stocks Among Hedge Funds. Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) reported revenue of $241 million in the third quarter 2025, which was up approximately 32% year-over-year. While we acknowledge the potential of Pursuit Attractions and Hospitality, Inc. (NYSE:PRSU) 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.
