Baron Partners Fund Q4 2025 Contributors And Detractors

Baron Partners Fund increased 19.07% (Institutional Shares), exceeding its benchmark, the Russell Midcap Growth Index. SpaceX is generating significant value with the rapid expansion of its Starlink broadband service. Shares of global hotelier Hyatt Hotels Corporation increased during the quarter as the company delivered strong revenue per available room and unit growth despite concerns around a weakening macroeconomic environment.

Seeking Alpha • Feb 17, 2026

Vail Resorts Skier Visits Down 20% in Early Season, but This Investor Is Betting Nearly $250 Million on a Turnaround

Oasis Management increased its Vail Resorts stake by 833,500 shares; the estimated trade size was $122.66 million (based on quarterly average pricing). Meanwhile, the quarter-end position value rose by $93.62 million, reflecting both buying and stock price movement.

The Motley Fool • Feb 16, 2026

Vail Resorts Announces Fiscal 2026 Second Quarter Earnings Release Date

BROOMFIELD, Colo., Feb. 13, 2026 /PRNewswire/ -- Vail Resorts, Inc. (NYSE: MTN) announced today it will release the Company's financial results for its fiscal second quarter 2026 ended January 31, 2026 after market close on Monday, March 9, 2026.

PRNewsWire • Feb 13, 2026

Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks With Over 6% Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga • Feb 10, 2026

Vail Resorts' returning CEO is the hope for the stock, says Truist's Patrick Scholes

Patrick Scholes, Truist lodging and leisure analyst, joins 'Power Lunch' to discuss the impact of the snow season, why Vail Resorts stock keeps falling and much more.

CNBC Television • Jan 16, 2026

Are Early-Season Metrics Signaling Challenges for Vail Resorts?

MTN flags one of its weakest early ski seasons in 30+ years, with low snowfall hitting visits and revenues and pushing EBITDA just below guidance.

Zacks Investment Research • Jan 16, 2026

Vail Resorts Reports Certain Ski Season Metrics for the Season-to-Date Period Ended January 4, 2026

BROOMFIELD, Colo., Jan. 15, 2026 /PRNewswire/ -- Vail Resorts, Inc. (NYSE: MTN) today reported certain ski season metrics from the beginning of the ski season through January 4, 2026 compared to the same prior year period through January 5, 2025.

PRNewsWire • Jan 15, 2026

Should You Buy Vail Resorts Stock For Cash Flow?

In a market where investors are increasingly prioritizing cash flow durability over high-growth narratives, companies with predictable demand and strong free cash generation tend to stand out. Vail Resorts (NYSE:MTN) fits that profile, benefiting from a recurring revenue model built around season passes and destination resorts.

Forbes • Jan 13, 2026

Vail Resorts: Boost In Pass Sales Encourages Me To Finally Bite On This 6.5% Dividend (Rating Upgrade)

Vail Resorts is upgraded to buy, supported by improving pass sales and a compelling 6.5% dividend yield. MTN's pass sales dollars rose 3% despite unit declines, and dynamic lift ticket pricing aims to drive incremental revenue. Free cash flow is projected to cover the $2.22 quarterly dividend, though payout ratios remain tight and capex is significant.

Seeking Alpha • Jan 11, 2026

Vail Stock Has Been Hammered. Is Its 6.7% Dividend Yield Now Too Good to Resist?

Poor weather at some of Vail's key ski resorts may be worrying some investors. The company's balance sheet carries significant debt.

The Motley Fool • Jan 2, 2026