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

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$RSGNYSERepublic Services

BEAR

The London Company Large Cap—RSG

Fund Letter

Q2 2026

Published July 29, 2026

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$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 Large Cap portfolio returned 10.7% net in Q2 2026, underperforming the Russell 1000's 15.1% gain as market leadership concentrated in high-beta semiconductors and AI infrastructure outside the firm's quality threshold. The portfolio benefited...

— Brian Campbell

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