YCG Repurchases Meta, Stock Closes at $644.86 with 5.84% 52-Week Gain
YCG Investments repurchased Meta Platforms in Q4 2025 and ranks it among its top five portfolio holdings, noting Meta’s strong daily user growth, engagement and ad price gains. Meta’s stock closed at $644.86 on March 6, 2026, with a one-month return of –6.55%, a 52-week gain of 5.84% and a $1.6 trillion market capitalization, while OpenAI hardware chief and former Meta AR lead Caitlin Kalinowski resigned over concerns about Pentagon AI deployment safety measures.
1. YCG Reacquires Meta Platforms
YCG Investments repurchased Meta Platforms shares in the fourth quarter of 2025, marking its return to the position after a prior sale. The firm emphasized Meta’s resilient business model, highlighting its user network effects and targeted advertising infrastructure as key drivers of long-term risk-adjusted returns.
2. Meta Stock and Performance Metrics
Meta Platforms’ shares closed at $644.86 on March 6, 2026, reflecting a one-month decline of 6.55% but a 5.84% gain over the last 52 weeks. With a market capitalization of $1.6 trillion, Meta reported rising daily active users, higher engagement rates and increasing ad prices despite faster ad impression growth.
3. OpenAI Hardware Chief Departure
Caitlin Kalinowski, who led augmented-reality hardware development at Meta before joining OpenAI, resigned over concerns about deploying AI models on Department of Defense cloud networks. Her departure underscores ongoing debates around AI safety measures and regulatory frameworks for defense partnerships.