Letters by company

Primo Brands Corp

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

The London Company Market Observations & Portfolio Commentary: SMID Cap – 3Q2026 vs. Russell 2500 The London Company credited stock selection and its lower-volatility, quality-focused portfolio for resilience as rising rates and widening low-grade credit spreads punished speculative smaller stocks. It exited UniFirst and Lamb Weston, built Primo Brands into a full position, and added Somnigroup on expectations of operational improvement, merger synergies and an eventual mattress-market recovery. 3Q2026 CCC $4.5BDECK $12BENTG $21B