Liberty Park Capital Management, LLC, a financial management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. In Q3 2025, Liberty Park Fund returned 1.13% net of fees compared to the Russell 2000’s 12.40%. The fund’s long positions grew by 14.42%, contributing 12.38% on a weight-adjusted basis, while shorts increased by 18.60%, detracting 10.85% on a weight-adjusted basis. The average gross exposure was 142.48%, and the average net exposure was 33.61%. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Liberty Park Fund highlighted stocks such as Napco Security Technologies, Inc. (NASDAQ:NSSC). Napco Security Technologies, Inc. (NASDAQ:NSSC) is a developer, manufacturer, and distributor of electronic security systems. The one-month return for Napco Security Technologies, Inc. (NASDAQ:NSSC) was 1.88%, and its shares gained 19.18% over the last 52 weeks. On December 31, 2025, Napco Security Technologies, Inc. (NASDAQ:NSSC) stock closed at $41.70 per share, with a market capitalization of $1.487 billion.
Liberty Park Fund stated the following regarding Napco Security Technologies, Inc. (NASDAQ:NSSC) in its third quarter 2025 investor letter:
“Napco Security Technologies, Inc. (NASDAQ:NSSC) rallied after reporting a better-than-expected quarter and remedying an accounting weakness. The company also told investors that hardware sales should grow at a double digit rate this year based on pricing alone (estimates are still way below this guidance).”
Napco Security Technologies, Inc. (NASDAQ:NSSC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held Napco Security Technologies, Inc. (NASDAQ:NSSC) at the end of the third quarter, the same as in the previous quarter. In the first quarter of fiscal 2026, Napco Security Technologies, Inc. (NASDAQ:NSSC) generated total revenue of $49.2 million, that’s up 12% compared to the same period last year. While we acknowledge the potential of Napco Security Technologies, Inc. (NASDAQ:NSSC) 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 addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.