Magnolia Oil & Gas Corp. (MGY) Raised Its Full-Year Production Guidance

Thu, Sep 11, 2025, 8:36 AM 2 min read

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, TimesSquare Capital Small Cap Growth Strategy highlighted stocks such as Magnolia Oil & Gas Corporation (NYSE:MGY). Magnolia Oil & Gas Corporation (NYSE:MGY) is an independent oil and natural gas company. The one-month return of Magnolia Oil & Gas Corporation (NYSE:MGY) was 0.99%, and its shares gained 2.06% of their value over the last 52 weeks. On September 10, 2025, Magnolia Oil & Gas Corporation (NYSE:MGY) stock closed at $24.28 per share, with a market capitalization of $4.586 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding Magnolia Oil & Gas Corporation (NYSE:MGY) in its second quarter 2025 investor letter:

"We often see the ebb and flow of the Energy sector tied to underlying commodity prices. In this area, we seek low-cost exploration & production companies with high-yielding acreage or specialized service providers. Magnolia Oil & Gas Corporation (NYSE:MGY), an exploration and production company with operations in Texas, dropped -10%. First quarter results included higher total production volumes that were offset by higher expenses. Of note, full-year production guidance was raised due to better productivity from well operations."

Magnolia Oil & Gas Corporation (NYSE:MGY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Magnolia Oil & Gas Corporation (NYSE:MGY) at the end of the second quarter, which was 40 in the previous quarter. While we acknowledge the potential of Magnolia Oil & Gas Corporation (NYSE:MGY) 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 Magnolia Oil & Gas Corporation (NYSE:MGY) and shared TimesSquare Capital U.S. Small Cap Growth Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.