Baron Small Cap Fund Q2 2026 Portfolio Activity

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

Seeking Alpha • Sep 2, 2026

SiteOne Landscape Supply's Subsidiary Devil Mountain Acquires Patterson Nursery Sales

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (NYSE: SITE) announced today that its subsidiary, Devil Mountain Wholesale Nursery, has acquired Patterson Nursery Sales. Patterson is a leading grower and distributor of premium Oregon nursery products serving customers coast-to-coast. “Through Devil Mountain, we continue to execute our nursery growth strategy in the western United States while supporting our overall development of this important product category,” said Doug Black,.

Business Wire • Aug 4, 2026

SiteOne Landscape Supply Analysts Cut Their Forecasts After Downbeat Q2 Results

SiteOne Landscape Supply Inc (NYSE:SITE) on Wednesday reported worse-than-expected second-quarter financial results.

Benzinga • Jul 30, 2026

SiteOne Landscape Supply Q2 Earnings Call Highlights

SiteOne Landscape Supply NYSE: SITE reported second-quarter 2026 net sales growth of 5% and adjusted EBITDA growth of 5%, as pricing, acquisitions and commercial initiatives helped offset softer demand in key end markets.

MarketBeat • Jul 30, 2026

SiteOne Landscape Supply, Inc. (SITE) Q2 2026 Earnings Call Transcript

SiteOne Landscape Supply, Inc. (SITE) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 29, 2026

SiteOne Landscape Supply Announces Second Quarter 2026 Earnings

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne Landscape Supply, Inc. (the “Company” or “SiteOne”) (NYSE: SITE) announced earnings for its second quarter ended June 28, 2026 (“Second Quarter 2026”). “We delivered a solid second quarter performance with 5% growth in Net sales and Adjusted EBITDA despite softer end markets,” said Doug Black, Chairman and CEO of SiteOne. “Our teams executed well throughout the quarter, managing through the market challenges, delivering value to our customers and suppliers.

Business Wire • Jul 29, 2026

SiteOne Landscape (SITE) Q2 Earnings and Revenues Lag Estimates

SiteOne Landscape (SITE) came out with quarterly earnings of $3.14 per share, missing the Zacks Consensus Estimate of $3.36 per share. This compares to earnings of $2.86 per share a year ago.

Zacks Investment Research • Jul 29, 2026

Conestoga Small Cap Composite Q2 2026 Portfolio Activity

DGII stock moved higher after the company reported record revenue and continued progress shifting toward a more recurring revenue-oriented business model. We remain encouraged by DSGX's mission-critical software, highly recurring revenue model, and disciplined capital allocation strategy, which continue to support our long-term investment thesis. We believe Kodiak Gas Services is well positioned to benefit from growing demand for natural gas infrastructure, LNG exports, and power generation supporting AI-related data center development.

Seeking Alpha • Jul 29, 2026

SiteOne Landscape (SITE) Reports Next Week: Wall Street Expects Earnings Growth

SiteOne Landscape (SITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 22, 2026

SiteOne Landscape Supply, Inc. Announces Second Quarter 2026 Earnings Release Date and Conference Call

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (the “Company”) (NYSE: SITE), the largest and only nationwide full product line wholesale distributor of landscape supplies in the United States, today announced that the Company will release its second quarter 2026 results before the market opens on Wednesday, July 29, 2026. The Company will hold a conference call to discuss the results at 8:00 a.m. (ET) that same day. Interested investors and other parties can listen to a webcast.

Business Wire • Jul 8, 2026