Quest Resource Holding Corp

• LC Long Cast Advisers 1Q25 ↗ RSSS remains a core thesis despite research-funding risks, with management’s sales-force overhaul, deferred revenue and cost discipline supporting the case for share gains against Clarivate. Long Cast pressed Quest Resource to add technology and operations expertise to its board, while retaining conviction in CCRD’s contract reset and new-customer traction amid heightened policy uncertainty. 1Q25 QRHC $22MCLVT $1.5B

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