Cross Country Healthcare INC

• RA Rewey Asset Management 2Q26 ↗ RAM added five positions, sold four including Webster and Cross Country following acquisition offers, and raised cash modestly after selling strength. The portfolio trimmed Ultra Clean Holdings after semiconductor-capex optimism lifted the shares, retained Orthofix after CMS reversed a reimbursement decision, and built Vontier on its cash generation, deleveraging and buyback program. 2Q26 VNT $5.8BOFIX $283MUCTT $2.4B
• LC Long Cast Advisers 1Q26 ↗ Long Cast added to National Research Corporation and Cross Country Healthcare, then took gains in Cross Country Healthcare after its acquisition announcement. It exited Enovix, Richardson Electronics and Crawford United, while arguing that Matrix Service, Pro-Dex and Mama’s Creations have operational catalysts. The manager views Research Solutions as an AI-enabled information-services business rather than an AI casualty. 1Q26 MAMA $624MMTRX $260MPDEX $216M +1

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