Overview
- RAM Smid Composite named Mayville Engineering its top 4Q25 performer with a 34.8% gain, crediting enthusiasm for the Accu‑Fab deal that opened the data‑center equipment market.
- RAM said recoveries in MEC’s agriculture, truck, and consumer recreational end markets look gradual and uneven, prompting a modest position trim despite a positive long‑term view.
- MEC shares closed at $18.72 on March 13, 2026, reflecting a one‑month return of -23.66% and a 52‑week gain of 16.89%, with market capitalization at $5.043 billion.
- Hedge‑fund ownership increased to 13 portfolios at the end of Q4 2025 from 7 in the prior quarter, though MEC did not appear on Insider Monkey’s 40 most popular stocks list.
- RAM reported Q4 2025 and year‑to‑date 2025 returns that slightly outpaced the Russell 2500 Value Total Return index, framing its small‑cap positioning.