In its first-quarter 2026 investor letter, The London Company Small-Mid Cap Strategy highlighted Trex Company, Inc. (NYSE:TREX).
Trex Company, Inc. (NYSE:TREX) is a leading manufacturer of composite decking and railing products
On June 11, 2026, Trex Company, Inc. (NYSE:TREX) stock closed at $46.34 per share. One-month return of Trex Company, Inc. (NYSE:TREX) was 23.77%, and its shares lost 16.28% over the past 52 weeks. Trex Company, Inc. (NYSE:TREX) has a market capitalization of $4.81 billion.
The London Company Small-Mid Cap Strategy stated the following regarding Trex Company, Inc. (NYSE:TREX) in its Q1 2026 investor letter: “Exited: Trex Company, Inc. (NYSE:TREX) – Sold after reassessing competitive positioning following James Hardie’s acquisition of AZEK. Increased competition may pressure market share and require higher marketing spend.” Trex Company, Inc. (NYSE:TREX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 36 hedge fund portfolios held Trex Company, Inc. (NYSE:TREX) at the end of the first quarter, compared to 48 in the previous quarter.