Mike Collins, Matt Clarke, Chase McIntosh, Carl Wiese
“Management is confident in a $16 billion pipeline, up from $3 billion two years ago. Orion won a $435 million Pearl Harbor dry dock project and is targeting other major Navy RFPs. Concrete segment is ”
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.