The London Company released its third-quarter 2025 investor letter, reporting a 6.0% gross (5.8% net) appreciation in the portfolio, outperforming the Russell 1000 Value Index. The portfolio’s success was driven by positive stock selection, despite sector exposure headwinds. Review the fund’s top 5 holdings for insight into key selections for 2025.

Cummins Inc. (NYSE:CMI) was highlighted in The London Company’s third-quarter 2025 investor letter. The global leader in heavy- and medium-duty truck engines, Cummins Inc. (CMI) benefits from strong customer relationships and diversified revenue streams. With shares near mid-cycle earnings, the stock offers an attractive entry point into a resilient, market-leading franchise.

59 hedge fund portfolios held Cummins Inc. (NYSE:CMI) at the end of the second quarter, up from 53 in the previous quarter. While Cummins Inc. (CMI) shows potential as an investment, certain AI stocks may offer greater upside potential with less downside risk. Explore our report on the best short-term AI stock for more information.

Read more at Yahoo Finance: What Makes Cummins (CMI) an Attractive Bet?