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Liberty Park Capital Management's investment thesis on Limbach Holdings Inc ($LMB) — Q2 2026 | Buyside Digest

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$LMBNYSELimbach Holdings Inc

BULL

Liberty Park Capital Management—LMB

Fund Letter

Q2 2026

Published August 6, 2026

View Fund Profile

$49.73USD

-0.3% vs last month

$48.70Pitched

+2.1% since pitch

Market Cap$568.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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

— Charles P. Murphy

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