London Company Large Cap Strategy Increased Its Holdings in Norfolk Southern Corporation (NSC)

3 days ago 9

Soumya Eswaran

Wed, February 18, 2026 astatine 8:03 AM CST 3 min read

The London Company, an concern absorption company, released “The London Company Large Cap Strategy” fourth-quarter 2025 capitalist letter. In Q4 2025, US equities ended the 3rd consecutive 4th of higher returns, with the Russell 3000 Index rising 2.4%. A transcript of the missive tin beryllium downloaded here. The marketplace highlighted however investors balanced the optimism connected net maturation and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio returned 0.4% (0.2% net) compared to a 2.4% summation successful the Russell 1000 Index. Volatility factors and concentrated marketplace enactment were notable headwinds to the Strategy’s show successful the quarter. Heading into 2026, the economical and argumentation backdrop presents a blend of assurance and doubt. Against this backdrop, the portfolio remains unchangeable and believes it tin assistance investors successful semipermanent wealthiness instauration portion managing downside risk. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, The London Company Large Cap Strategy highlighted Norfolk Southern Corporation (NYSE:NSC). Norfolk Southern Corporation (NYSE:NSC) is simply a proscription institution that specializes successful obstruction proscription of earthy materials, intermediate products, and finished goods. On February 17, 2026, Norfolk Southern Corporation (NYSE:NSC) banal closed astatine $316.12 per share. One-month instrumentality of Norfolk Southern Corporation (NYSE:NSC) was 9.35%, and its shares are up 26.93% implicit the past 12 months. Norfolk Southern Corporation (NYSE:NSC) has a marketplace capitalization of $70.99 billion.

The London Company Large Cap Strategy stated the pursuing regarding Norfolk Southern Corporation (NYSE:NSC) successful its 4th fourth 2025 capitalist letter:

"Increased: Norfolk Southern Corporation (NYSE:NSC) – Added to our NSC presumption aft the shares pulled backmost contempt the pending UNP deal. It is presently trading astatine a discount to the worth of the UNP woody and the obstruction manufacture is retired of favor. While astir caller net were softer than expected, NSC has shown signs of improving its execution and volumes should instrumentality incrementally. Lastly, the president stepped up and purchased shares successful the unfastened market, which we presumption arsenic a motion of condemnation successful the business."

Norfolk Southern Corporation (NSC) "Could Be Vulnerable," Says Jim Cramer

Norfolk Southern Corporation (NYSE:NSC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 81 hedge money portfolios held Norfolk Southern Corporation (NYSE:NSC) astatine the extremity of the 3rd quarter, up from 71 successful the erstwhile quarter. While we admit the imaginable of Norfolk Southern Corporation (NYSE:NSC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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