Ingevity

NGVT

Market cap $1.88B

Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.

CANTON, Mass. , Nov. 11, 2025 /PRNewswire/ -- CHASM Advanced Materials, Inc. (CHASM) announced today the signing by Ingevity Corporation (NYSE: NGVT) of a license agreement for CHASM's patented, low-cost, and highly scalable carbon nanotube (CNT) production technology.

The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell 2000 Index. Armstrong World Industries' shares outperformed in the quarter due to beating expectations, driven by better-than-expected volumes, favorable positioning in key verticals, and strong operating leverage. Interparfums was a bottom holding as retailers are managing inventory more cautiously and the overall fragrance market has softened.

Ingevity Corporation ( NGVT ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants John Nypaver - VP of Investor Relations & Treasurer David Li - President, CEO & Director Mary Hall - Executive VP & CFO Phillip Platt - Senior VP of Finance & Chief Accounting Officer Conference Call Participants Jonathan Tanwanteng - CJS Securities, Inc. Daniel Rizzo - Jefferies LLC, Research Division John McNulty - BMO Capital Markets Equity Research Presentation Operator Hello, and welcome to today's Ingevity Third Quarter 2025 Earnings Call and Webcast. My name is Bailey, and I will be your moderator for today.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)--Ingevity announced it will host a virtual Strategic Portfolio Update for investors on Monday, December 8, 2025, at 9:00 a.m. Eastern.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)--Ingevity Corporation (NYSE: NGVT) today reported its financial results for the third quarter 2025.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)--Ingevity Corporation announced today it will release its third quarter 2025 earnings after the stock market close on Wednesday, November 5, 2025.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)-- #ingevity--Ingevity Corporation announced that Ruth Castillo has been appointed as president of the company's activated carbon segment, Performance Materials.

NORTH CHARLESTON, S.C--(BUSINESS WIRE)--Ingevity Corporation (NYSE:NGVT) today announced that it has been recognized as a 2025 Candidate Experience (CandE) Award winner.

Ingevity to sell its North Charleston CTO refinery and most of its specialty lines to Mainstream for $110M in cash.