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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 29, 2025 | The London Company SMID Cap | -0.8% | -7.3% | AER, AWI, CNNE, MUSA, NEU, SAIA, SGI, WTM, ZBRA | Air Travel, Freight, Quality, SMID Cap, tariffs, Trade Policy, value | Elevated uncertainty exists with high likelihood of greater tariffs being announced in weeks ahead. Volatility surged in early April following new U.S. tariff announcements aimed at reshaping global trade. The effect of tariffs on both inflation and the broader economy could change Fed monetary policy plans. | AER AWI NEU |
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| 2025 Q2 | Jul 20, 2025 | The London Company Small Cap | 2.4% | -4.9% | ACIW, AWI, CABO, GTES, IPAR, MATX, NEU, SGI, WTM | Quality, small cap, tariffs, Trade Policy, value, volatility | The manager emphasizes their focus on high-Quality, low-Volatility orientation as a defensive strategy. They believe their reliance on high Quality factors has proven to be a strategy that can lose battles along the way but tends to win the war over time, positioning them well for an environment of elevated policy risks and fragile global growth. | IPAR MATX WTM ACIW GTES AWI NEU ACIW AWI NEU GTES |
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| 2025 Q2 | Jul 20, 2025 | The London Company Small-Mid Cap | -0.8% | -7.3% | AER, AWI, CNNE, MUSA, NEU, SAIA, SGI, WTM, ZBRA | Freight, Logistics, Quality, SMID Cap, tariffs, Trade Policy, volatility | The manager emphasizes their high-Quality, low-Volatility orientation as positioning them well for an environment of elevated policy risks and fragile global growth. They focus on company quality, sustainable returns on capital, and resilience across economic scenarios. | AWI NEU |
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| 2025 Q3 | Oct 28, 2025 | The London Company SMID Cap | 0.8% | -6.6% | ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | AI, Fed, growth, Quality, small cap, SMID Cap, value, volatility | The portfolio maintains a Quality-at-a-Reasonable-Price discipline focused on companies with durable advantages, strong balance sheets, and steady free cash flow. Quality factors have been headwinds during the high beta rally but historically regain leadership when fundamentals reassert themselves. | DECK ACIW JKHY CWST WAT NEU SGI AWI DECK ACIW JKHY CWST WAT NEU SGI AWI |
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| 2025 Q3 | Oct 28, 2025 | The London Company Small-Mid Cap | 0.8% | -6.6% | ACIW, AWI, BR, CWST, DECK, JKHY, NEU, REYN, SGI, WAT | Fed Cuts, high beta, Quality, SMID Cap, value, volatility | The manager emphasizes their Quality-at-a-Reasonable-Price discipline, noting that quality factors were headwinds during the high beta rally but historically regain leadership when fundamentals reassert themselves. They remain confident in holdings with durable advantages, strong balance sheets, and steady free cash flow. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Seeking Alpha | Seeking Alpha | Somnigroup International Inc. | Consumer Goods | Bedding | Neutral | acquisition, bedding industry, customer attrition, growth expectations, Hold rating, Market expansion, operational efficiency, synergies, valuation, vertical integration | View Pitch | |
| Apr 13, 2026 | Fund Letters | The London Company Small Cap | Somnigroup International | Consumer Discretionary | Home Furnishing Retail | Bull | NYSE | Brand Equity, Consumer Discretionary, Free Cash Flow, Mattress Manufacturing, retail, vertical integration | View Pitch |
| Feb 21, 2026 | Fund Letters | Daniel S. Loeb | Somnigroup Inc | Consumer Discretionary | Home Furnishings | Bull | New York Stock Exchange | consolidation, Distribution, Housing, Margins, scale | View Pitch |
| Feb 21, 2026 | Fund Letters | Brian Angerame | Somnigroup International Inc. | Household Durables | Home Furnishings | Bull | New York Stock Exchange | cashflow, Cyclical, deleveraging, Execution, Housing, Integration, Margins, Share, synergies | View Pitch |
| Nov 29, 2025 | Fund Letters | Brian Campbell | Somnigroup International Inc. | Consumer Discretionary | Household Durables | Bull | NASDAQ | Bedding, Brand Equity, cash flow, Margins, merger, retail, synergies | View Pitch |
| Nov 29, 2025 | Fund Letters | Brian Campbell | Somnigroup International Inc. | Consumer Discretionary | Household Durables | Bull | NASDAQ | Bedding, Brand Equity, cash flow, Margins, merger, retail, synergies | View Pitch |
| Oct 23, 2025 | Value Investors Club | Wolfpack919 | Somnigroup International, Inc. | Consumer Discretionary | Home Furnishings | Bull | NYSE | advertising scale, deleveraging, Mattress Firm slots, POS data, premiumization, Private-label, Scott Thompson, synergies, trough-on-trough, vertical integration | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||