The London Company Large Cap Vs. Russell 1000 Q2 2026 Portfolio Review
In The London Company's Q2 2026 Large Cap portfolio review, the portfolio returned 10.9% (10.7% net) versus a 15.1% gain in the Russell 1000 Index. ENTG was a top contributor on improving fab utilization and AI-driven semiconductor demand, while RSG declined despite a solid quarter due to softer Environmental Solutions results and weak construction-related volumes.
Why it matters — The review does not mention Daktronics, so it provides no direct information or insight relevant to DAKT shareholders.