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The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small-Mid Cap Strategy.” The letter can be downloaded here. U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,394,771 | $190,595,525 | +35% | 0.07% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 985,345 | $135,475,084 | +19% | 0.06% |
| 3. | Millennium Management Israel Englander | 762,709 | $104,864,860 | +225% | 0.04% |
| 4. | Portolan Capital Management George Mccabe | 529,807 | $72,843,164 | +122% | 2.73% |
| 5. | Citadel Investment Group Ken Griffin | 378,139 | $51,990,332 | +86% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $125.58 | 5 | $627.90 | 5 | 2024-08-13 | Filing | |
| $37.90 | 22,111 | $838,068.81 | 140,000 | 2015-05-08 | Filing | |
| $37.20 | 27,889 | $1,037,395.50 | 117,889 | 2015-05-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.91 | 280 | $52,055.86 | 59,554 | 2026-08-20 | Filing | |
| $184.25 | 96 | $17,687.90 | 59,834 | 2026-08-20 | Filing | |
| $183.58 | 393 | $72,147.61 | 59,930 | 2026-08-20 | Filing | |
| $181.99 | 97 | $17,652.79 | 60,323 | 2026-08-20 | Filing | |
| $185.00 | 500 | $92,500.00 | 11,710 | 2026-08-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,762,721 | $792,316,482 | 0.01% | |
| 2. | 2,695,941 | $370,664,928 | 0.02% | |
| 3. | 1,590,332 | $218,654,747 | 0% | |
| 4. | 1,456,158 | $200,207,163 | 0.01% | |
| 5. | 1,437,373 | $197,624,414 | 0.04% |