FPA Queens Road Small Cap Value Fund – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by FPA Queens Road Small Cap Value Fund during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| RLI | 706,288 | $65.22 | Increased | 89.53% | 4.80% | $46.06M | 2025 Q3 |
| UGI | 1,040,263 | $33.26 | Increased | 25.01% | 3.60% | $34.6M | 2025 Q3 |
| NNI | 199,456 | $125.38 | Increased | 97.04% | 2.60% | $25.01M | 2025 Q3 |
| NJR | 500,691 | $48.15 | Increased | 14.84% | 2.51% | $24.11M | 2025 Q3 |
| SYNA | 332,713 | $68.34 | Increased | 11.76% | 2.37% | $22.74M | 2025 Q3 |
| UPBD | 934,125 | $23.63 | Increased | 10.56% | 2.30% | $22.07M | 2025 Q3 |
| IMKTA | 293,237 | $69.56 | Increased | 90.78% | 2.12% | $20.4M | 2025 Q3 |
| SCHL | 562,340 | $27.38 | Increased | 9.90% | 1.60% | $15.4M | 2025 Q3 |
| PLUS | 20,494 | $71 | Buy | 100.00% | 0.15% | $1.46M | 2025 Q3 |
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