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1 Main Capital's investment thesis on Limbach Holdings Inc ($LMB) — Q4 2025 | Buyside Digest

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$LMBNYSELimbach Holdings Inc

BULL

1 Main Capital—LMB

Fund Letter

Q4 2025

Published January 1, 2026

View Fund Profile

$49.73USD

+0.4% vs last month

$80.98Pitched

-38.6% since pitch

Market Cap$568.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

1 Main Capital Partners returned 3.4% in Q4 2025 and 20.1% net for the full year 2025, outperforming both the S&P 500 and Russell 2000. Key winners for...

— Yaron Naymark

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What other investors think about $LMB, and what else 1 Main Capital is buying.

Other pitches on $LMB

Other investors who've written on Limbach Holdings Inc

Liberty Park Capital ManagementBULL

Pitched Aug 6, 2026

Limbach shares meaningfully underperformed the broader market, declining ~30% post-earnings due to delivery timing issues and significant gross margin compression re...

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