Eminence Capital just sold its entire Installed Building Products stake after a year of outperformance, and that kind of exit into strength forces investors to ask whether a well-run consolidator has simply finished serving a hedge fund’s timeline or still has room to compound for longer-term investors.
Atmus Filtration (ATMU) Q3 2025 earnings beat estimates, driving a stock surge. The company raised its full-year guidance after completing its separation from Cummins.
