Letters by company

Newmarket CORP

1 letter discussing NEU. Everything written about it on this site is on its ticker page.

The London Company Market Observations & Portfolio Commentary Large Cap – 3Q2026 vs. Russell 1000 The London Company added to NewMarket, citing AMPAC capacity expansion and management’s record of capital returns. It maintained conviction in Chevron, BlackRock, Entegris, Old Dominion Freight Line and Martin Marietta, while arguing that quality balance sheets, durable dividends and reasonable valuations provide ballast amid concentrated AI-driven market leadership. 3Q2026 BLK $166BCVX $444BENTG $21B