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The London Company Income Equity's investment thesis on Republic Services ($RSG) — Q2 2026 | Buyside Digest

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$RSGNYSERepublic Services

NEUTRAL

The London Company Income Equity—RSG

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$208.94USD

-6.2% vs last month

$210.55Pitched

-0.8% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The London Company Income Equity portfolio returned 12.1% net in Q2 2026, trailing the Russell 1000 Value Index's 13.9% gain but finishing in line with 85-90% upside capture expectations. The quarter saw...

— Brian Campbell

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