The London Company
The London Company Small Cap Equity
Small-cap
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis 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
Initiated: Interparfums, Inc. (IPAR) – IPAR is a fragrance company offering a portfolio of leading brands via long- term licensing agreements.
Exited: Somnigroup International Inc (SGI) – Sale reflects the rising market cap of the company (formerly Tempur Sealy) following the closing of the Mattress Firm acquisition.
We sold the remaining position following share weakness.