1 Main Capital, a boutique investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 6.3% net in the third quarter compared to 8.1% and 12.4% for the S&P 500 (SPX) and Russell 2000 (RTY). Indices kept rising throughout the quarter as trade war fears eased and investor confidence was boosted by hopes that rate cuts would support economic growth. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.
In its third-quarter 2025 investor letter, 1 Main Capital highlighted stocks such as Radiant Logistics, Inc. (AMEX:RLGT). Radiant Logistics, Inc. (AMEX:RLGT) is a third-party logistics company that offers technology-enabled global transportation and value-added logistics services. The one-month return of Radiant Logistics, Inc. (AMEX:RLGT) was -1.31%, and its shares lost 9.87% of their value over the last 52 weeks. On October 21, 2025, Radiant Logistics, Inc. (AMEX:RLGT) stock closed at $6.03 per share, with a market capitalization of $284.817 million.
1 Main Capital stated the following regarding Radiant Logistics, Inc. (AMEX:RLGT) in its third quarter 2025 investor letter:
“Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) is an underfollowed non-asset based third-party (3PL) multinational logistics company at just 7x trailing and 5x normalized EBITDA, which is a low absolute multiple and a significant discount to larger peers. The company was founded in 2005 by CEO Bohn Crain, who grew it through a series of acquisitions and who still holds a 22% stake.
Radiant Logistics, Inc. (AMEX:RLGT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 16 hedge fund portfolios held Radiant Logistics, Inc. (AMEX:RLGT) at the end of the second quarter, up from 13 in the previous quarter. While we acknowledge the potential of Radiant Logistics, Inc. (AMEX:RLGT) 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.