- 2Q26 PDEX remains a top position because Zimmer’s mBos launch could materially expand its operating cash flow. Long Cast added to NRC on its record contract backlog and management transition, while monitoring PESI’s Hanford waste-processing opportunity and expecting MTRX’s cash earnings to exceed market expectations. The portfolio exited acquired CCRN and added to QRHC. 2Q26 NRC $433MZBH $17B
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