The London Company’s Small Cap Strategy saw a 2.7% increase in the second quarter of 2025, lagging behind the Russell 2000 Index’s 8.5% gain. Sector allocation impacted relative performance, while stock selection was a challenge. The fund’s top 5 holdings offer insight into their selections for the year.

Cable One, Inc. (NYSE:CABO) was highlighted in The London Company’s investor letter, with a one-month return of 1.50% and a 66.06% loss over the past year. The company faced competitive challenges, leading to the decision to sell the remaining position.

Cable One, Inc. (NYSE:CABO) does not feature among the 30 most popular stocks among hedge funds, with 29 portfolios holding it at the end of the first quarter. While Cable One shows potential, certain AI stocks offer greater upside with less risk.

A previous article discussed Cable One, Inc. (NYSE:CABO) and highlighted the best all-time low stocks to buy according to analysts. For more investor insights, check out hedge fund investor letters from the second quarter of 2025.

For more on the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money, visit Insider Monkey. No disclosures were made in this article originally published by Insider Monkey.

Read more at Yahoo Finance: The London Company Small Cap Strategy sold Cable One (CABO) due to a Thesis Mismatch