The London Company Large Cap Vs. Russell 1000 Q2 2026 Portfolio Review
The London Company's Large Cap portfolio returned 10.9% (10.7% net) in Q2 2026 versus a 15.1% gain in the Russell 1000 Index. The review noted ENTG as a top contributor on improved 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 InfuSystem Holdings, so a INFU watcher gains no direct company insight from this item.