The Story
News Summary
- The London Company initiated a position in Republic Services (RSG) in Q2 2026, highlighting its pricing power, non-discretionary revenue, and irreplaceable landfill assets.
- The fund noted strong S&P 500 quarterly gains but cautioned that elevated valuations may lead to more modest equity returns going forward.
Explore US500 price history & advisor snapshot
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Stored market data
US500 price history
7656.98
+14.20% over the displayed period
Advisor Snapshot
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