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Prices displayed are informational. Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here.
Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains in Real Estate (+25.91%), Industrials (+25.80%), and Health Care (+25.54%). Consumer and defensive sectors lagged, while Energy (-2.40%) was the sole sector in the red.
Following a strong quarter, the outlook for equity markets remains positive, supported by robust corporate profits and economic growth. However, midterm election uncertainties could introduce volatility, especially around data center development, a key economic driver. The $1 trillion data center spending boosts corporate earnings and supports ongoing AI infrastructure investments.
Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026. In its second-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Shake Shack Inc. (NYSE:SHAK). Shake Shack Inc. (NYSE:SHAK), a US-based Shake Shack restaurant chain operator that offers burgers, chicken, hot dogs, crinkle-cut fries, shakes, frozen custard, beer, wine, and other products, detracted from the Fund's performance this quarter.
On September 18, 2026, Shake Shack Inc. (NYSE:SHAK) closed at $54.88 per share, reflecting a market capitalization of $2.35 billion. Shake Shack Inc. (NYSE:SHAK) posted a one-month return of -27.25%, while its shares lost 45.34% over the past 52 weeks. Carillon Eagle Small Cap Growth Fund stated the following regarding Shake Shack Inc. (NYSE:SHAK) in its Q2 2026 investor letter: > **"Shake Shack Inc.** (NYSE:SHAK) operates fast-casual restaurants known for its burgers, chicken, fries, and shakes.
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