Performant Healthcare Inc

• FE First Eagle Investments Small Cap Opportunity Fund Commentary ↗ First Eagle Small Cap Opportunity Fund argues that cheaper small-cap valuations are now paired with accelerating earnings, falling financing costs and AI-driven demand for industrial suppliers. It exited Portillo’s after weaker new-store results and sold Tronox over oversupply and leverage, while backing Ameresco, CECO Environmental, Hecla Mining and Goodyear on operational and balance-sheet catalysts. 3Q 2025 AMRC $1.1BCDE $18BCECO $4.4B +4

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