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Sycamore Mid Cap Value Equity's investment thesis on Molina Healthcare Inc ($MOH) — Q1 2026 | Buyside Digest

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$MOHNYSEMolina Healthcare Inc

BULL

Sycamore Mid Cap Value Equity—MOH

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$189.10USD

-5.8% vs last month

$139.38Pitched

+35.7% since pitch

Market Cap$10.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The company experienced margin compression due to higher plan utilization and retroactive Medicaid premium adjustments, leading to a quarterly loss. Although near-term guidance...

— Gary H. Miller

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