Letters by company

Limbach Holdings, Inc.

2 letters discussing LMB. 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
1 Main Capital Q3 2026 - Letter 1 Main Capital retained its core positions despite earnings disappointments, arguing that Basic-Fit, Hilton Grand Vacations, International Workplace Group, KKR and Limbach trade below intrinsic value. The fund sold Malibu Boats and Relativity Acquisition, rebuilt KKR, increased Limbach, and initiated WildBrain after its Peanuts sale strengthened the balance sheet. third quarter 2026 BFIT $2.2BHDIH HGV $2.9B