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Wasatch Micro Cap Fund's investment thesis on Limbach Holdings Inc ($LMB) — Q3 2025 | Buyside Digest

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$LMBNYSELimbach Holdings Inc

BULL

Wasatch Micro Cap Fund—LMB

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$49.73USD

-0.3% vs last month

$89.22Pitched

-44.3% since pitch

Market Cap$568.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Wasatch Micro Cap Fund posted a 9.52% return in Q3 2025 but underperformed the Russell Microcap Growth Index's 19.93% gain as investor risk appetite favored lower-quality companies. The Fund's underperformance...

— Ken Korngiebel, Thomas Bradley, Natalie Pesqué

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What other investors think about $LMB, and what else Wasatch Micro Cap Fund 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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