Supernus Pharmaceuticals (SUPN) is Benefiting from Its Strength in Financial Position

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 7.18% compared to 8.97% for the MSCI USA Small-Cap Value Index (the “Index”) and 12.60% return for the Russell 2000 Value Index. Positive contributions from a wide range of businesses led the fund’s performance in the quarter. For more information on the fund’s top picks in 2025, please check its top five holdings.

In its third-quarter 2025 investor letter, Third Avenue Small-Cap Value Fund highlighted stocks such as Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN). Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is a biopharmaceutical company. The one-month return of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) was -4.85%, and its shares gained 29.42% of their value over the last 52 weeks. On November 5, 2025, Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) stock closed at $47.11 per share, with a market capitalization of $2.691 billion.

Third Avenue Small-Cap Value Fund stated the following regarding Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) in its third quarter 2025 investor letter:

"During the quarter, performance was led by positive contributions from a wide range of businesses. The single largest positive contribution was made by Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN), a company we discussed in the Fund’s previous shareholder letter. Supernus is benefitting from the strength of its financial position, current profitability, an expanding neurology drug portfolio, and a strong capital allocation framework that led to an attractive acquisition completed during the quarter."

Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 25 hedge fund portfolios held Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) at the end of the second quarter, compared to 26 in the previous quarter. While we acknowledge the potential of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) 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 Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN) and shared Third Avenue Small-Cap Value Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q3 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.