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Stock impact report

The London Company Mid Cap Portfolio Q4 2025: Who Moved The Needle [Seeking Alpha]

Dollar Tree, Inc. (DLTR) 
Last dollar tree, inc. earnings: 3/4 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: dollartreeinfo.com/investors
Company Research Source: Seeking Alpha
Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft. Churchill Downs Inc. outperformed on strong results led by growth from its HRM facilities and increasing optimism regarding 2026. Cooper Companies is a global medical device company operating two divisions: CooperVision (contact lenses) and CooperSurgical (women's healthcare products). champc/iStock via Getty Images The following segment was excerpted from this fund letter. The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Both stock selection and sector exposure were tailwinds to relative This article was written by Quick Insights DLTR's divestiture of Family Dollar improved growth, margins, and returns, wi Show less Read more
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