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Stock impact report

Goldman Sachs Small/Mid Cap Growth Fund Q3 2025 Portfolio Update [Seeking Alpha]

Planet Fitness, Inc. (PLNT) 
Last planet fitness, inc. earnings: 2/25 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
We initiated a position in Planet Fitness, Inc. (1.3%), a franchiser and operator of fitness centers, during the quarter. We exited our position in American fast casual restaurant chain, Shake Shack Inc. (0.0%), during the quarter. rawat yapathanasap/iStock via Getty Images The following segment was excerpted from the Goldman Sachs Small/Mid Cap Growth Fund Q3 2025 Commentary. Portfolio Attribution The Goldman Sachs Small/Mid Cap Growth Fund-Institutional Shares underperformed its benchmark, the Russell 2500 Growth Index (net), during the This article was written by Quick Insights ALAB was the top contributor, driven by a Q2 earnings beat and rapid adoption of Scorpio fabric switches, now over 10% of sales and expected to fuel growth into 2025. SHAK was exited due to persistent beef inflation, weaker customer traffic, and peak valuation, with proceeds reallocated to higher conviction ideas. PLNT was added for attractive valuation and upside to 2025/2026 comps; PIP Show less Read more
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