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The London Company
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Investment management firm The London Company listed Entegris (Nasdaq:ENTG) as a major contributor in its Q2 2026 investor letter, stating that it benefited from improved semiconductor demand and accelerated AI investments.
The London Company's "Small/Mid Cap Strategy" noted that Entegris benefits from improving semiconductor demand, accelerated AI investments, and increased fab utilization. The company also stated that
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The London Company highlighted Credit Acceptance (CACC) in its Q2 2026 investor letter, citing improving credit performance and disciplined share repurchases.
The London Company stated in its Q2 2026 investor letter that Credit Acceptance Corporation (NASDAQ:CACC) outperformed due to signs of improving credit performance and easing concerns about subprime b
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The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
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Chevron (CVX) declined in Q2 2026 as oil prices retreated, according to The London Company's investor letter
The London Company's Q2 2026 investor letter noted that while commodity prices remain outside management's control, the firm appreciates Chevron's disciplined capital allocation, operational efficienc
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The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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Investment management firm The London Company listed Entegris (Nasdaq:ENTG) as a major contributor in its Q2 2026 investor letter, stating that it benefited from improved semiconductor demand and accelerated AI investments.
The London Company's "Small/Mid Cap Strategy" noted that Entegris benefits from improving semiconductor demand, accelerated AI investments, and increased fab utilization. The company also stated that
-
The London Company highlighted Credit Acceptance (CACC) in its Q2 2026 investor letter, citing improving credit performance and disciplined share repurchases.
The London Company stated in its Q2 2026 investor letter that Credit Acceptance Corporation (NASDAQ:CACC) outperformed due to signs of improving credit performance and easing concerns about subprime b
-
The London Company Income Equity Strategy Reduced TE Connectivity (TEL) Holdings to Manage AI and Data Center Exposure
The London Company's Income Equity Strategy, as disclosed in its Q2 2026 investor letter, reduced its position in TE Connectivity Ltd. (NYSE:TEL). This move was made to manage concentrated exposure to
-
Chevron (CVX) declined in Q2 2026 as oil prices retreated, according to The London Company's investor letter
The London Company's Q2 2026 investor letter noted that while commodity prices remain outside management's control, the firm appreciates Chevron's disciplined capital allocation, operational efficienc
-
The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum
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The London Company
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