The growth strategy of Small Cap Capital of Timesmesquer has increased its participation in BJ’s Wholesale Club Holdings (BJ)
Timemesquare Capital Management, an investment management company in equity, published its letter of investor “US Small Cap Growth Strategy” in the second quarter of 2025. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 growth index of 11.97%. Actions displayed two -digit yields in the second quarter as global economic activity measures have risen. 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, the growth strategy of Small Cap Immesquare Capital highlighted actions such as BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ). BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) operates warehouse clubs that provide grocery products, general goods, petrol and other auxiliary services, coupons and promotions. The one month’s yield of BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) was -5.27% and its shares gained 20.67% of their value in the last 52 weeks. On September 10, 2025, BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) closed $ 97.44 per share, with a market capitalization of $ 12.838 billion.
Timesquare Capital US Focus Growth Strategy said the following concerning BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) in his letter as an investor in the second quarter 2025:
“Our preferences in the consumer -oriented sectors are leaning towards value or specialty retailers, franchise models or premium brands. BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) operates membership warehouse clubs. The benefits and benefits of the first quarter have exceeded street estimates. A significant momentum in consumables compensates for a slight drop in seasonal categories of large tickets. Investors seem to have been disappointed by the management’s decision to maintain advice in full year, although we consider this as a conservative approach. We added to the BJ’s position on its decline of -6%. “”
BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) is not on our list of the 30 most popular actions among the Hedge Funds. According to our database, 44 hedge fund portfolios held the BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) at the end of the second quarter, which was 43 in the previous quarter. BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) said net sales of around $ 5.3 billion in the second quarter of 2025, increasing by 3.4% compared to the previous year. Although we recognize the potential of BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) as an investment, we believe that certain AI actions offer greater upward potential and have an unexpected risk less. 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.
