The Summers Value Fund Added Inspire Medical (INSP) to its Portfolio in Q2

Summers Value Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Summers Value Fund LP returned a net return of -1.8% net in Q2 2025, trailing the 8.5% return of the Russell 2000 Index ETF (IWM) and the 4.9% return for the Russell 2000 Value Index ETF (IWN). Year-to-date, the fund is down 12.8% net compared to (-1.8%) and (-3.2%) returns for the indexes, respectively. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

In its second-quarter 2025 investor letter, Summers Value Fund highlighted stocks such as Inspire Medical Systems, Inc. (NYSE:INSP). Inspire Medical Systems, Inc. (NYSE:INSP) is a medical technology company that focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea. The one-month return of Inspire Medical Systems, Inc. (NYSE:INSP) was -14.03%, and its shares lost 63.14% of their value over the last 52 weeks. On September 19, 2025, Inspire Medical Systems, Inc. (NYSE:INSP) stock closed at $79.88 per share, with a market capitalization of $2.362 billion.

Summers Value Fund stated the following regarding Inspire Medical Systems, Inc. (NYSE:INSP) in its second quarter 2025 investor letter:

"The Fund currently holds eleven long positions and two short positions. We recently added Inspire Medical Systems, Inc. (NYSE:INSP), a stock we have owned before. We are bullish on the launch of the Inspire V device for obstructive sleep apnea and purchased shares near five-year lows."

Inspire Medical Systems, Inc. (NYSE:INSP) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Inspire Medical Systems, Inc. (NYSE:INSP) at the end of the second quarter, which was 37 in the previous quarter. In Q2 2025, Inspire Medical Systems, Inc. (NYSE:INSP) reported revenue of $217.1 million, an 11% increase from Q2 2024. While we acknowledge the potential of Inspire Medical Systems, Inc. (NYSE:INSP) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Inspire Medical Systems, Inc. (NYSE:INSP) and shared the list of most oversold healthcare stocks so far in 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.