Orion Group Holdings Inc

• 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 $578MLINC $638MORN $333M +2

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