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Stock impact report

The London Company Mid Cap Strategy Exited Crown Castle (CCI) for Higher-Conviction Ideas [Yahoo! Finance]

Crown Castle International Corp. (REIT) (CCI) 
Last crown castle international corp. (reit) earnings: 4/29 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.crowncastle.com
Company Research Source: Yahoo! Finance
The London Company , an investment management company, released its fourth-quarter 2025 investor letter for its “The London Company Mid Cap Strategy”. A copy of the letter can be downloaded here . In Q4 2025, US equities posted the third consecutive quarter of higher returns, with the Russell 3000 Index rising 2.4%. The market highlighted how investors balanced the optimism on earnings growth and concerns regarding AI returns and cooling macroeconomic factors. In the quarter, the portfolio returned 3.2% (3.0% net) compared to a 0.2% increase in the Russell Midcap Index. Both stock selection and sector exposure contributed to the relative performance of the portfolio in the quarter. In addition, please check the Strategy's top five holdings to know its best picks in 2025. In its fourth-quarter 2025 investor letter, London Company Mid Cap Strategy highlighted stocks like Crown Castle Inc. (NYSE: CCI ). Crown Castle Inc. (NYSE:CCI) is a real estate investment trust that focuses on com Show less Read more
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