Letters by company
Matrix Service CO
2 letters discussing MTRX. Everything written about it on this site is on its ticker page.
- Long Cast Advisers 3Q26 Pro-Dex remains the largest holding, with Long Cast expecting its role in Zimmer’s robotic knee platform and contingent-value-right milestones to broaden growth and customer diversification. Matrix Service is retained on the view that new leadership, lower costs, backlog and a buyback can reset investor expectations. Research Solutions is developing publisher-IP and enterprise AI products as the manager argues paywalled data may become more valuable. 3Q26 IT $12BMTRX $259MPDEX $196M
- 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 $623MMTRX $259MPDEX $196M
