The London Company released its Q4 2025 investor letter for its “The London Company Mid Cap Strategy”, with US equities seeing a 2.4% rise in the Russell 3000 Index. The portfolio returned 3.2% (3.0% net) compared to a 0.2% increase in the Russell Midcap Index, with strong stock selection and sector exposure in the quarter.

Pool Corporation (NASDAQ:POOL) is a leading distributor of swimming pool supplies, with its stock at $217.26 per share on February 24, 2026. The one-month return was -15.95%, with shares falling 37.52% over the past 52 weeks. Pool Corporation has a market capitalization of $8.108 billion.

In its Q4 2025 investor letter, London Company Mid Cap Strategy discussed Pool Corporation (NASDAQ:POOL), noting cautious investor sentiment around discretionary home improvement spending affecting shares. Despite this, the company is seen as operating near trough margins and poised to benefit from market normalization.

Pool Corporation (NASDAQ:POOL) is held in 45 hedge fund portfolios, up from 41 in the previous quarter. Q4 2025 total sales were $982 million, just 1% below the previous year. While Pool Corporation has potential, some AI stocks are seen as offering greater upside potential with less downside risk.

Read more at Yahoo Finance: Here’s Why Pool Corporation (POOL) Traded Lower in Q4