The London Company
The London Company Mid Cap Equity
Mid-cap
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of The London Company for every strategy.
What it bought and sold
● Increased: Dollar Tree, Inc. (DLTR) – Added to DLTR following the sale of Family Dollar.
● Exited: Skyworks Solutions, Inc. (SWKS) – Sold remaining position reflecting greater competition, client concentration, and recent management changes.
● Increased: Churchill Downs Incorporated (CHDN) - Added to the existing position reflecting confidence in the long- term growth story, recent insider purchases, and an attractive valuation (less than 12x EBITDA).
● Reduced: Post Holdings, Inc. (POST) – Trim followed strength in the shares and our desire to manage the position size.
● Reduced: Armstrong World Industries, Inc. (AWI) – Trim followed strength in the shares and our desire to manage the position size.