Tourlite Fund’s New Long Addition: TIC Solutions (TIC)

13 hours ago 1

Soumya Eswaran

Thu, November 20, 2025 astatine 7:53 AM CST 4 min read

Tourlite Capital Management, an concern absorption firm, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Tourlite Fund, LP returned -2.0% successful the 3rd 4th of 2025 compared to 8.1% and 12.4% returns for the S&P 500 and the Russell 2000 Indexes. Since its inception, the money has achieved annualized returns of 8.6%, compared to 13.4% and 6.3% for the Indexes, respectively. The steadfast observed that the emergence successful speculative, lower-quality stocks is akin to the inclination seen successful precocious 2021. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Tourlite Capital Management highlighted stocks specified arsenic TIC Solutions, Inc. (NYSE:TIC). The company, antecedently known arsenic Acuren Corporation, rebranded arsenic TIC Solutions, Inc. successful October 2025. TIC Solutions, Inc. (NYSE:TIC) is simply a captious plus integrity services provider. The one-month instrumentality of TIC Solutions, Inc. (NYSE:TIC) was -24.26%, and its shares mislaid 8.67% of their worth implicit the past 52 weeks. On November 19, 2025, TIC Solutions, Inc. (NYSE:TIC) banal closed astatine $9.27 per share, with a marketplace capitalization of $2.045 billion.

Tourlite Capital Management stated the pursuing regarding TIC Solutions, Inc. (NYSE:TIC) successful its 3rd 4th 2025 capitalist letter:

"TIC Solutions, Inc. (NYSE:TIC) (formally known arsenic Acuren) is simply a supplier of plus integrity services, specializing successful nondestructive investigating (NDT), enactment entree solutions, and engineering and laboratory investigation to support concern facilities harmless and compliant. Its recurring, regulation-driven inspection and attraction enactment supports captious infrastructure specified arsenic pipelines, refineries, powerfulness plants, and aerospace components, making it a highly resilient and indispensable spouse to customers.