Marten Transport LTD

• LC The London Company Market Observations & Portfolio Commentary Small Cap – 3Q2026 vs. Russell 2000 ↗ The Small Cap portfolio emphasized durable, lower-volatility businesses as rising rates, oil prices and widening low-quality credit spreads challenged speculative smaller stocks. It added Churchill Downs and Vontier, completed a full McGrath RentCorp position, and exited UniFirst and Enovis while maintaining conviction in Haemonetics, Qualys, Acushnet, Landstar and Marten Transport. 3Q2026 CHDN $5.6BGOLF $4.7BHAE $5.5B +1

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