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 8 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
Added to the position following weakness in the shares early in the year.
We elected to sell the remaining position.
We trimmed AER on strength.
Initiated: Somnigroup International Inc (SGI) – Formerly Tempur Sealy, SGI is the combined company of Tempur Sealy the acquired Mattress Firm.