The London Company QTD Mid Cap Q2 2026 Contributors, Detractors And Trades
The London Company’s Mid Cap portfolio posted a 9.7% return in Q2 2026, underperforming the Russell Midcap Index. The report highlights the top contributors and detractors among its holdings, noting mixed results across the sector. Investors are encouraged to review the detailed trade analysis for further insight.
- ▪The portfolio’s 9.7% gain lagged the benchmark performance for the quarter.
- ▪Entegris, Bruker, and Keysight were among the leading contributors to the portfolio’s return.
- ▪Domino’s Pizza and Allison Transmission were identified as detractors that weighed on performance.
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| Original publisher | Seeking Alpha |
| Canonical URL | https://seekingalpha.com/article/4926097-the-london-company-qtd-mid-cap-q2-2026-contributors-detractors-and-trades?source=feed_all_articles |
| Publication time | Tue, 28 Jul 2026 01:30:00 -0400 |
| Retrieval time | 2026-07-28T05:45:58.082Z |
| Last seen | 2026-07-28T05:45:58.082Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | bZN1TBMK3lL5 · 2 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
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