Letters by company
Qualys, INC.
2 letters discussing QLYS. 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
- 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
