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Manole Capital Management's investment thesis on RB Global ($RBA) — Q4 2024 | Buyside Digest

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$RBANYSERB Global

BULL

Manole Capital Management—RBA

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$86.06USD

+3.0% vs last month

$92.22Pitched

-6.7% since pitch

Market Cap$17.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

RB Global is a long-term holding that operates as a hybrid live and online auctioneer of industrial and agricultural equipment. By leveraging technology...

— Warren Fisher

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Meridian Small Cap Growth FundBULL

Pitched Mar 31, 2025

RB Global has shown excellent operating performance, supported by mid-50% incremental EBITDA margins and rapid integration of the IAA acquisition. The manager emphasizes...

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