Letters by company
Crown Castle INC.
2 letters discussing CCI. Everything written about it on this site is on its ticker page.
- The London Company Income Equity – 3Q2026 vs Russell 1000 Market Update Income Equity lagged the Russell 1000 as higher rates hurt yield-oriented holdings and AI-infrastructure positions sold off. It added Alphabet convertible preferreds, trimmed Cisco, exited Crown Castle, and argues that quality balance sheets, durable dividends and reasonable valuations should provide resilience amid concentrated AI leadership. 3Q2026 BLK $189BCCI $38BCMI $64B
- The London Company Income Equity – 3Q2026 vs Russell 1000 Value Market Update Income Equity attributed its relative shortfall to index reconstitution effects, renewed mega-cap technology exposure in the value benchmark, and weakness in AI-adjacent industrial technology. The portfolio initiated Alphabet convertible preferreds, trimmed Cisco Systems, and exited Crown Castle while emphasizing quality, conservative leverage, durable dividends, and reasonable valuations. 3Q2026 BLK $189BCCI $38BCMI $64B
