From Yahoo Finance: 2025-05-13 09:26:00

The London Company released its first quarter 2025 investor letter, reporting a 6.9% decline in its Small Cap Strategy fund compared to a 9.5% drop in the Russell 2000 Index. The positive impact of stock selection helped offset sector exposure. Top picks for 2025 can be found in its top five holdings.

Somnigroup International Inc. (NYSE: SGI) was highlighted in The London Company’s Q1 2025 letter. Despite weak industry demand, the approval of the Mattress Firm deal offers long-term benefits through vertical integration. SGI’s valuation remains compelling, supported by strong free cash flow generation, brand equity, and management execution.

Somnigroup International Inc. (NYSE: SGI) was not among the 30 Most Popular Stocks Among Hedge Funds in Q4 2025. The company reported approximately $1.2 billion in net sales and an adjusted EPS of $0.60. While SGI shows potential, the focus remains on AI stocks for higher returns within a shorter timeframe.

For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q1 2025 page. Explore more insights on stock picks and market trends.



Read more at Yahoo Finance: Here’s Why Somnigroup International (SGI) Rose in Q1