Rewey Asset Management’s Q2 Top Performer: Ducommun (DCO)

Rewey Asset Management, an investment management company, has released an investor speech “Ram Smid Composite” in the second quarter 2025. A copy of the message can be downloaded here. The compound increased by 6.11 % in Q2 2025, slightly backward by 7.29 % for the total standard of Russssell 2500. A year to date, the compound -1.29 % returned compared to 1.03 % for the standard. The company looks at the quarter as in the line and has confidence in the SMID value sector, as it approaches the second half of 2025. In addition, please check the five best holdings of the fund to know its best choices in 2025.

In the investor’s speech in the second quarter of 2025, Rewey Asset Management has highlighted shares such as Ducommun Incorporated (NYSE: DCO). Its headquarters is located in Costa Missa, California, and provides Ducommun Incorporated (NYSE: DCO) engineering and manufacturing services for air, defense, industrial and medical industries. Ducommun Incorporated (NYSE: DCO) reached a month for a month of 1.48 %, and has gained 44.34 % of its value over the past 52 weeks. On September 12, 2025, Ducommun Incorporated (NYSE: DCO) closed at $ 93.03 per share, with a marketing of a market of $ 1.388 billion.

Rewey Asset Management mentioned the following regarding Ducommun Incorporated (NYSE: DCO) in the investor’s speech in the second quarter 2025:

“Ducommun Incorporated (NYSE: DCO), which was highlighted in our 1Q25 speech, was our best performance in 2Q25, with 42.39 %. Our thesis on DCO, space and commercial defense is still intact, supported by strong orders and production from Boeing and Airbus. In addition, European NATO countries have committed to increasing military spending to 5 % of GDP over time. Ducommun also continues to improve margins, as it advanced towards its vision targets 2027 along with strong revenue expectations. “

Ducommun Incorporated (NYSE: DCO) is not included in our list, which includes 30 of the most popular stocks among hedge boxes. According to our database, 20 Ducommun Incorporated (NYSE: DCO) hedge cards (NYSE: DuCO) at the end of the second quarter, compared to 15 in the previous quarter. While we acknowledge the potential of Ducommun Incorporated (NYSE: DCO) as an investment, we believe that some artificial intelligence shares provide greater capabilities and carry less negative risks. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.

In another article, we covered the Ducommun Incorporated (NYSE: DCO) and participated in a list of the best small defense shares for purchase according to the hedge boxes. In the letter of investor Q1 2025, Rewey Asset Management Ducommun Incorporated (NYSE: DCO) highlighted as a convincing investment opportunity with the possibility of providing vehicle revenues over the years. In addition, please review the “hedge funds” page of the Q2 2025 investor messages for more investor messages from hedge funds and other prominent investors.