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The London Company SMID Cap's investment thesis on NewMarket ($NEU) — Q4 2025 | Buyside Digest

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$NEUNYSENewMarket

BEAR

The London Company SMID Cap—NEU

Fund Letter

Q4 2025

Published December 31, 2025

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$894.40USD

+1.1% vs last month

$687.75Pitched

+30.0% since pitch

Market Cap$8.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q4 2025, The London Company Small-Mid Cap portfolio returned 2.2% (2.0% net), performing in line with the Russell 2500 Index. Stock selection was...

— Brian Campbell

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