The London Company Small Cap  Q4 2025 Performance And Trades

The London Company Small Cap portfolio increased 2.7% (2.5% net) during the quarter vs. a 2.2% increase in the Russell 2000 Index. Contributors to relative performance were White Mountains Insurance Group Ltd, Revolve Group Inc. and Haemonetics Corporation. Detractors from relative performance were NewMarket Corporation, Certara, Inc. and Gates Industrial Corporation plc.

Seeking Alpha • Feb 17, 2026

WHITE MOUNTAINS REPORTS FOURTH QUARTER RESULTS

HAMILTON, Bermuda, Feb. 6, 2026 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) reported book value per share of $2,188 as of December 31, 2025, an increase of 18% for the fourth quarter of 2025 and 25% for the year ended December 31, 2025, including dividends.

PRNewsWire • Feb 6, 2026

White Mountains Announces Final Results of Its Tender Offer

HAMILTON, Bermuda , Dec. 24, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) announced today the final results of its "modified Dutch auction" tender offer.

PRNewsWire • Dec 24, 2025

White Mountains Announces Preliminary Results of Its Tender Offer

HAMILTON, Bermuda , Dec. 22, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) announced today the preliminary results of its "modified Dutch auction" tender offer to purchase up to $300 million in value of its common shares.

PRNewsWire • Dec 22, 2025

White Mountains Completes Sale of Bamboo

HAMILTON, Bermuda , Dec. 8, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) ("White Mountains") announced today that it has completed the sale of a controlling interest in Bamboo to affiliates of funds advised by CVC Capital Partners ("CVC").

PRNewsWire • Dec 8, 2025

Congress Beat the Market Again—Here Are the 3 Stocks They Bought

The issue of banning Congressional stock trading is gaining momentum. It's not only retail investors who are drawing attention to the issue.

MarketBeat • Dec 1, 2025

Touchstone Small Cap Fund Q3 2025 Contributors And Detractors

Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.

Seeking Alpha • Nov 26, 2025

White Mountains to Commence Self-Tender Offer to Purchase Up To $300 Million In Value of Its Common Shares

HAMILTON, Bermuda , Nov. 21, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) announced today that it has commenced a "modified Dutch auction" self-tender offer to purchase up to $300 million in value of its common shares, at a purchase price not greater than $2,050 nor less than $1,850 per share, in cash, less any applicable withholding taxes and without interest.

PRNewsWire • Nov 21, 2025

The London Company Small Cap Q3 2025 Performance Update

The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell 2000 Index. Armstrong World Industries' shares outperformed in the quarter due to beating expectations, driven by better-than-expected volumes, favorable positioning in key verticals, and strong operating leverage. Interparfums was a bottom holding as retailers are managing inventory more cautiously and the overall fragrance market has softened.

Seeking Alpha • Nov 7, 2025

WHITE MOUNTAINS REPORTS THIRD QUARTER RESULTS

HAMILTON, Bermuda , Nov. 6, 2025 /PRNewswire/ -- White Mountains Insurance Group, Ltd. (NYSE: WTM) reported book value per share of $1,851 as of September 30, 2025, an increase of 3% for the third quarter of 2025 and 6% for the first nine months of 2025, including dividends.

PRNewsWire • Nov 6, 2025