This Fund Bet $39 Million on The Andersons as Stock Surges Over 50% This Past Year
Key Points
Ophir Asset Management bought 728,724 shares of The Andersons in the fourth quarter.
The quarter-end position value increased by $38.75 million due to the new position initiation.
This new stake places The Andersons outside the fund's top five holdings.
- 10 stocks we like better than Andersons ›
On February 17, 2026, Ophir Asset Management disclosed a new position in The Andersons (NASDAQ:ANDE), acquiring 728,724 shares worth $38.75 million.
What happened
According to a SEC filing dated February 17, 2026, Ophir Asset Management initiated a new position in The Andersons by acquiring 728,724 shares. The quarter-end position value increased by $38.75 million due to the new position initiation, and the stake now represents 4.35% of the fund's reportable U.S. equity assets.
What else to know
- Top holdings after the filing:
- NYSE:VVX: $49.76 million (5.6% of AUM)
- NYSE:AIR: $45.49 million (5.1% of AUM)
- NASDAQ:SIMO: $43.34 million (4.9% of AUM)
- NASDAQ:HURN: $42.24 million (4.7% of AUM)
- NASDAQ:MRX: $41.70 million (4.7% of AUM)
- As of Thursday, shares of The Andersons were priced at $63.57, up 54% over the past year and vastly outperforming the S&P 500’s roughly 16% gain in the same period.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $11 billion |
| Net income (TTM) | $95.7 million |
| Dividend yield | 1.2% |
| Price (as of Thursday) | $63.57 |
Company snapshot
- The Andersons offers grain merchandising, ethanol production, plant nutrients, and related agricultural products and services.
- The company generates revenue through commodity trading, logistics, ethanol sales, and the manufacturing/distribution of plant nutrients and specialty products.
- It serves commercial and family farmers, ethanol producers, agribusinesses, and industrial clients in the U.S. and internationally.
The Andersons is a diversified agribusiness with a strong presence in grain trading, renewables, and plant nutrient markets. Its integrated operations enable efficient supply chain management and value-added services for agricultural producers and industrial customers. The company's scale and expertise in commodity logistics, ethanol production, and crop nutrient manufacturing support its role as a key supplier in the North American agricultural sector.
What this transaction means for investors
Agriculture is one of those sectors that quietly compounds value while most investors chase the latest tech trend. That’s why moves into diversified agribusiness companies can signal something more strategic than a short-term trade.
Take The Andersons, for example. The company reported fourth-quarter net income of about $67 million, or $1.97 per diluted share, up 22% year over year with adjusted earnings hitting a record $2.04 per share. Renewables pretax income alone climbed to roughly $54 million, reflecting strong ethanol production and merchandising activity, while the agribusiness segment generated about $46 million in pretax income as grain demand remained robust, with a record corn harvest. That operational strength helps explain why the stock has surged more than 50% over the past year.
For long-term investors, the positioning matters. Many of the largest holdings in the portfolio sit in industrial and technology companies, but agriculture infrastructure offers diversification tied to food demand, energy markets, and global trade flows. Businesses that control logistics, processing, and merchandising across those markets can quietly generate durable cash flows across cycles, and that’s exactly what might make The Andersons appealing.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Huron Consulting Group. The Motley Fool has a disclosure policy.
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