Kingdom Capital Advisors Maintained a Constructive View on Magnera Corporation (MAGN)

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm started the business four years ago with a clear goal of investing in overlooked microcap companies that yield exceptional returns. Despite significant challenges in 2025, including a bankruptcy in January, a key investment losing customers in May, and a cyberattack on the largest holding in June, the firm achieved a 17.45% return net of fees, illustrating the resilience of a focused, research-intensive strategy. The composite returned 8.88% (net of fees) in the fourth quarter, compared to 2.19% for the Russell 2000 TR, 2.68% for the S&P 500 TR, and 2.47% for the NASDAQ 100 TR. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, Kingdom Capital Advisors highlighted stocks such as Magnera Corporation (NYSE:MAGN). Magnera Corporation (NYSE:MAGN) manufactures and distributes non-woven and related products. The one-month return of Magnera Corporation (NYSE:MAGN) was -2.02%, and its shares lost 20.98% of their value over the last 52 weeks. On January 8, 2026, Magnera Corporation (NYSE:MAGN) stock closed at $14.54 per share, with a market capitalization of $519.76 million.

Kingdom Capital Advisors stated the following regarding Magnera Corporation (NYSE:MAGN) in its fourth quarter 2025 investor letter:

"Our top Q4 contributors were Enviri Corporation (NVRI) and Magnera Corporation (NYSE:MAGN). After being year-to-date detractors, Magnera (MAGN) and WeightWatchers (WW) both contributed positively to our fourth quarter returns. Both companies reported earnings roughly in-line with our expectations, and the result was a “relief rally” of sorts in their shares. While both were overall detractors in 2025, we maintain a constructive view which we expect will be validated in 2026."

Magnera Corporation (NYSE:MAGN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held Magnera Corporation (NYSE:MAGN) at the end of the third quarter, which was 25 in the previous quarter. While we acknowledge the potential of Magnera Corporation (NYSE:MAGN) 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 Magnera Corporation (NYSE:MAGN) and shared Kingdom Capital Advisors' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q4 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.