Meridian Funds, managed by Arrowmark Partners, published his investor letter “Meridian Small Cap Growth Fund” in the second quarter 2025. A copy of the letter can be downloaded here. During the quarter, the stock markets experienced a significant rebound, increasing by 23% compared to their lowest points during the period to reach new records. In this environment, the fund returned 6.96% (net) in the second quarter compared to the return of 11.97% of the Russell 2000 growth index. In addition, please consult the five best assets of the fund to find out its best choices in 2025.
In his letter of investors in the second quarter of 2025, Meridian Small Cap Growth Fund highlighted actions such as Ranpak Holdings Corp. (NYSE: pack). Based in Concord Township, Ohio, Ranpak Holdings Corp. (NYSE: Pack) offers product protection services. The one -month yield of Ranpak Holdings Corp. (NYSE: pack) was 18.72% and its shares lost 36.48% of their value in the last 52 weeks. On August 18, 2025, the actions of Ranpak Holdings Corp. (NYSE: pack) closed $ 4.33 per share, with a market capitalization of $ 365.29 million.
Meridian Small Cap Growth Fund said the following about Ranpak Holdings Corp. (NYSE: pack) in his letter as an investor in the second quarter 2025:
“Ranpak Holdings Corp. (NYSE: Pack) is a manufacturer of paper protection solutions. Among the many things we love about Ranpak, the sustainability of its products, which are environmentally friendly compared to plastic, foam and other packaging materials. We also love its consumable business model and its attractive unit economy. While the underlying demand remained solid, the action dropped during the quarter when profitability was pressed by higher contribution and logistics costs due to unexpected volume peaks. We believe that these problems will prove to be short -lived, resulting in an improvement in margins during the year. We cut the position during the period because the execution of the company was mixed; However, we still believe that the secular transition from plastics to paper and the growing adoption of automation technologies for packaging that will save the work will provide long -term rear winds. “”
A range of workers factory working together to assemble protective packaging solutions.
Ranpak Holdings Corp. (NYSE: Pack) does not appear on our list of the 30 most popular actions among hedge funds. According to our database, 23 hedge fund portfolios have held Ranpak Holdings Corp. (NYSE: pack) at the end of the first trimester, which was 22 in the previous quarter. While we recognize the potential of Ranpak Holdings Corp. (NYSE: Pack) As an investment, we think that certain AI actions offer greater rising potential and include a less downward risk. If you are looking for an extremely undervalued AI stock that should also benefit considerably from the Trump era tariffs and the excessive trend, see our free report on the Best short -term AI stock.
