The London Company released its second quarter 2025 investor letter, noting U.S. stock market gains amid tariff news volatility. The portfolio fell 0.6% in Q2, underperforming the Russell 2500 Index. Sector allocation contributed to performance, while stock selection detracted. Review top holdings for insights into key selections for 2025.

In the investor letter, The London Company highlighted Saia, Inc. (NASDAQ:SAIA), a North America-based transportation company. Saia, Inc. (NASDAQ:SAIA) had a one-month return of 9.19% and lost 23.58% over the last 52 weeks. On July 28, 2025, Saia, Inc. (NASDAQ:SAIA) stock closed at $323.23 per share, with a market cap of $8.61 billion.

The London Company SMID Cap Strategy expressed confidence in Saia, Inc. (NASDAQ:SAIA) despite ongoing industry challenges. The company’s solid balance sheet and growth plan could lead to multi-year growth if the freight industry returns to normal demand patterns. Saia, Inc. (SAIA) is not among the 30 most popular stocks among hedge funds, with 35 hedge fund portfolios holding the stock at the end of Q1. In Q2 2025, Saia, Inc. (NASDAQ:SAIA) reported revenue of $817 million, a 0.7% decrease from the previous year, prompting consideration of AI stocks with greater potential.

Read more at Yahoo Finance: Potential Multi-Year Growth for Saia (SAIA) If Freight Industry Rebounds