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The London Company Large Cap's investment thesis on Equitable Holdings ($EQH) — Q3 2025 | Buyside Digest

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$EQHNYSEEquitable Holdings

BULL

The London Company Large Cap—EQH

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$51.30USD

-3.1% vs last month

$51.16Pitched

+0.3% since pitch

Market Cap$14.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q3 2025, the London Company Large Cap portfolio returned 6.3% gross (6.2% net) but underperformed its benchmark, the Russell 1000, which rose 8.0%. The relative underperformance...

— Brian Campbell

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