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

The London Company Smid Cap Equity

Mid-cap

Jun 2025 → Jun 2025

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 1 company. 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.

Its investment theses

  • Somnigroup InternationalJun 2025Somnigroup International Inc (SGI) is a leading bedding company gaining market share and generating strong cash flow, supported by its acquisition of Mattress Firm, despite short-term market challenges.

Every letter

2025

  • June 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 Smid 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
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