HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
The London Company

The London Company Smid Cap

Mid-cap

Sep 2025 → Dec 2025

Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 1 company. Every quote below is copied verbatim from the letter it came from.

2 letters in a year — follow all of The London Company for every strategy.

Its investment theses

  • Lamb Weston Holdings, Inc.Dec 2025Lamb Weston Holdings, Inc. benefits from attractive long-term industry drivers, a flexible balance sheet, leading market share, and a solid capital allocation strategy.

Every letter

2025

  • December 2025
  • September 2025

Other The London Company strategies

  • The London Company International Equity4
  • The London Company Large Cap Strategy4
  • The London Company Income Equity3
  • The London Company Mid Cap3
  • The London Company Small Cap2
  • The London Company Large Cap Equity1
  • The London Company Mid Cap Equity1
  • The London Company Small Cap Equity1
  • The London Company Small Mid Cap1
  • The London Company Smid Cap Equity1
© 2026 HF Best Ideas
Companies A–Z·Funds A–Z·Privacy·Terms·Disclosures