Letters by company

Basic-Fit N.V

1 letter discussing BSFFF. Everything written about it on this site is on its ticker page.

1 Main Capital Q4 2025 - Letter 1 Main Capital added substantially to Limbach Holdings after a selloff tied to temporary demand concerns, arguing that its shift toward owner-direct work supports higher margins, cash generation and accretive acquisitions. The fund sold Superior Group of Companies and Waterco after deteriorating fundamentals, added to ParkerVision, and retained concentrated positions in Basic-Fit and International Workplace Group. fourth quarter 2025 LMB $576M