Lincoln Educational Services CORP

• WG Wasatch Global Investors — Micro Cap Fund Commentary ↗ Wasatch Micro Cap Fund reduced consumer-oriented holdings amid concern that higher rates and energy prices will pressure stressed consumers, while retaining financials expected to benefit from higher rates. It consolidated for-profit education exposure from Lincoln Educational Services into Universal Technical Institute and cited reimbursement potential for AOTI alongside durable data and infrastructure franchises. third quarter 2026 AII $576MLINC $724MORN $311M +2
• PC Praetorian Capital Q2 2026 Investor Letter ↗ Praetorian Capital doubled down on positions benefiting from its “Feudalism” framework while reducing exposure to real-GDP-linked businesses and using refiners as a hedge. It halted its event-driven book for the summer, shifted AI thinking toward second-order beneficiaries, and bought stakes in Lincoln Educational Services and Universal Technical Institute to capture worker reskilling demand. Q2 2026 JOE $4.1BLINC $724MMNGGF $0.5M +1
• AA Auxier Asset Management Auxier Report: Winter 2025 ↗ Auxier Focus Fund favored undervalued, cash-generative businesses as healthcare, banks, AI infrastructure suppliers and foreign holdings rebounded. The manager defended positions in UnitedHealth, housing, energy and selected software companies, while warning that AI capital spending, leverage and speculative valuations could produce sharp reversals. Fourth Quarter 2025 FISV $34B

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