- Westwood Quality SmallCap Fund Commentary Westwood Quality SmallCap Fund added National Healthcare Properties, Urban Outfitters, Stock Yards Bancorp, Lincoln International and Northeast Bank, citing demographic demand, resilient brands, funding advantages and a revival in sponsor-backed M&A. It exited Cheesecake Factory, LXP Industrial Trust, York Space Systems and several financial and industrial holdings to fund higher-conviction ideas. 3Q 2026 CAKE $5.5BLCLN $904MNHP $1.1B
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