Baron Small Cap Fund Q2 2026 Portfolio Activity
Baron Small Cap Fund's Q2 2026 portfolio commentary highlighted strong performance from Vertiv, which reported higher adjusted earnings and raised its fiscal year guidance on organic sales growth, while Planet Fitness detracted after lowering its full-year guidance due to weaker-than-expected member additions.
Why it matters — The commentary provides context on small-cap holdings and market conditions relevant to SiteOne Landscape Supply as a small-cap company.