Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Seeking Alpha • Feb 15, 2026

Longleaf Partners Small-Cap Fund Q4 2025 Portfolio Activity, Contributors & Detractors

A combination of attractive tax attributes from the spin and a business that will be producing significant FCF in the near term which could allow GCI to be the next iteration of Liberty Media (FWONA). GHC remains on offense with its strong net cash balance sheet and overfunded pension. Over 80% of Mattel's value comes from growing power brands like Hot Wheels, Barbie, and UNO.

Seeking Alpha • Jan 20, 2026

Split-Off of Liberty Live Holdings Approved at Liberty Media's Special Meeting of Stockholders and Liberty Media Announces Final Terms of Reattribution

ENGLEWOOD, Colo.--(BUSINESS WIRE)--Split-Off of Liberty Live Holdings Approved at Liberty Media's Special Meeting of Stockholders and Liberty Media Announces Final Reattribution Terms.

Business Wire • Dec 8, 2025

John C. Malone to Transition to Chairman Emeritus of Liberty Media Corporation

ENGLEWOOD, Colo.--(BUSINESS WIRE)--John C. Malone to Transition to Chairman Emeritus of Liberty Media Corporation; Robert R. Bennett to Succeed Malone as Chairman of Board of Directors.

Business Wire • Oct 29, 2025

Girlstart Wins Inaugural US F1® Allwyn Global Community Award

First US F1® Allwyn Global Community Award presented to Austin STEM for girls initiative Girlstart receives a €100,000 donation from Allwyn to support its mission to empower girls to explore STEM and pursue their dreams AUSTIN, Texas, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Allwyn, the multi-national lottery-led entertainment company, and Formula 1 have announced Girlstart as the first US winner of the F1® Allwyn Global Community Award and recipient of a €100,000 donation (equivalent to over $117,000). The donation, courtesy of Allwyn, will be used to further Girlstart's positive work in the local community by introducing STEM careers to girls who have been historically marginalised.

GlobeNewsWire • Oct 16, 2025

Formula One extends Miami GP contract to 2041

Formula One handed Miami the longest contract on the calendar on Friday, securing the grand prix until 2041 with a 10-year extension on top of an existing decade-long deal.

Reuters • May 2, 2025

Haas F1 say no impact from tariffs hitting owner's business

The U.S.-owned Haas Formula One team said they were carrying on as normal despite owner Gene Haas's machine tools business reporting a 'dramatic decrease in demand' as a result of President Donald Trump's trade tariffs.

Reuters • Apr 9, 2025

Formula One's TV Rights Are Up for Grabs, but Media Companies Aren't Racing to Bid

Liberty Media's F1 is seeking $150 million to $180 million a year for the fast-growing sport.

WSJ • Apr 9, 2025

Activist ValueAct spots an overlooked opportunity at Liberty Live Group. How the move might pay off

Liberty Live represents Liberty Media Group's ownership stake in Live Nation. The stock trades at a sharp discount to the entertainment and ticketing giant.

CNBC • Feb 22, 2025

Liberty Media Corporation Announces 2025 Virtual Annual Meeting of Stockholders

ENGLEWOOD, Colo.--(BUSINESS WIRE)--Liberty Media Corporation Announces 2025 Virtual Annual Meeting of Stockholders.

Business Wire • Feb 21, 2025