Here’s the Analysis of LifeCore’s (LFCR) Growth Potential

Greenhaven Road Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned approximately -9%, bringing the YTD returns to approximately -9%. The factors that affected the portfolio during the quarter included a lack of direct investment in AI, no overlap with the S&P 500 and Russell 2000, and insufficient ownership of small, high growth, yet unprofitable companies that have driven the recent rally and benefited from the current AI landscape. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Greenhaven Road Capital highlighted stocks such as Lifecore Biomedical, Inc. (NASDAQ:LFCR). Lifecore Biomedical, Inc. (NASDAQ:LFCR) is an integrated contract development and manufacturing organization. The one-month return of Lifecore Biomedical, Inc. (NASDAQ:LFCR) was 3.63%, and its shares gained 4.74% of their value over the last 52 weeks. On November 7, 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) stock closed at $6.85 per share, with a market capitalization of $256.645 million.

Greenhaven Road Capital stated the following regarding Lifecore Biomedical, Inc. (NASDAQ:LFCR) in its third quarter 2025 investor letter:

"Lifecore Biomedical, Inc. (NASDAQ:LFCR): Last quarter’s letter emphasized that, while I believe that the companies that we held had high intrinsic and expected value, the timing of realizing the value remained uncertain. I believe that our holdings are worth far more than their quarter-end share prices suggest; the true unknown is when (hopefully not if) the market will come to agree.

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Lifecore Biomedical, Inc. (NASDAQ:LFCR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 15 hedge fund portfolios held Lifecore Biomedical, Inc. (NASDAQ:LFCR) at the end of the second quarter, up from 12 in the previous quarter.   While we acknowledge the potential of Lifecore Biomedical, Inc. (NASDAQ:LFCR) 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 Lifecore Biomedical, Inc. (NASDAQ:LFCR) and shared Laughing Water Capital's views on the company. In its Q2 2025 investor letter, Greenhaven Road Capital highlighted Lifecore Biomedical, Inc.'s (NASDAQ:LFCR) turnaround potential. 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.

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