- First Quarter 2026 Commentary White Brook Capital bought S&P Global during an AI-related sell-off and added ICON after its revenue-recognition inquiry, arguing both prices discount durable franchises. It expects Perma-Fix’s Hanford ramp, Sanara’s hospital penetration, and Rapid Micro’s follow-on orders and vendor savings to drive upside, while warning that oil, inflation and AI uncertainty complicate the outlook. First Quarter 2026 ICLR $13BPESI $332MRPID $55M
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