The key factors that indicate weight in PVH Corp. (PVH) stock price are as follows:
longleaf partner, management Southeast Asset Managementreleased a 2025 investor letter for the first quarter of the “Partner Fund.” A copy of a letter can do so I downloaded it from here. The fund returned -5.14% in the first quarter, compared to the -4.27% return on the S&P 500 and the 2.14% return on the Russell 1000 Value. The company’s stock performance was volatile, but confidence in future returns increased as the quarter progressed. The company has invested in high quality companies that it considers to be resistant to difficult situations and resilient. The portfolio has far surpassed the index and has shown this resilience since the market peaked on February 19thth. The rise in base per share outperformed the stock’s performance during the quarter. For more information about the best fund picks for 2025, check out our top 5 holdings.
In a first quarter 2025 investor letter, Longleaf Partners Fund has announced that PVH Corp. (NYSE:PVH). PVH Corp. (NYSE: PVH) is an apparel company. PVH Corp. (NYSE:PVH)’s one-month return was 6.31%, with its shares losing 35.17% of its value over the past 52 weeks. On April 17, 2025, PVH Corp. (NYSE: PVH) shares closed at $68.92 per share, with a market capitalization of $3.63 billion.
The Longleaf Partners Fund said the following about PVH Corp. (NYSE: PVH) in its first quarter 2025 investor letter:
“Pvh Corp. (NYSE: PVH) – Global apparel brand PVH has been a critic of the quarter. Two important factors have weighed on the stock price. First, discretionary spending by consumers faced widespread pressure, and PVH was no exception. Second, China put PVH on a restricted list as trade tensions and tariff rhetoric between the US and China escalated throughout the quarter. PVH was nothing wrong, but unfortunately it was chosen over other companies in the industry. Since the end of the quarter, PVH has reported a solid, flat outcome in this harsh environment and new accelerated stock repurchase approvals, which have made the stock respond well. The company is still trading at a potentially growing mid-digit multiple of FCF, and our great partner Stefan Larsson is focusing on closing this price to the value gap. ”
Customers trying sports jackets in the store will showcase the company’s range of sportswear.
PVH Corp. (NYSE: PVH) is not on our list 30 Most Popular Stocks of Hedge Funds. According to the database, the 28 hedge fund portfolio held PVH Corp. (NYSE: PVH) at the end of the fourth quarter, when he was 27 years old in the last quarter. While we acknowledge the potential as an investment in PVH Corp. (NYSE: PVH), our conviction lies in the belief that AI stocks provide higher returns and hold a greater promise to do so within a shorter time frame. If you’re looking for AI stocks that are as promising as Nvidia, but traded at less than five times the revenues, Cheapest AI stocks.