Tourlite Capital Q4 2025 Investor Letter [Seeking Alpha]
APi Group Corporation (APG)
Company Research
Source: Seeking Alpha
In 2025, the fund's performance fell below our target return range, driven primarily by disappointing stock selection in our long book. The combination of easing monetary policy, supportive fiscal measures, and favorable year-over-year comparisons should keep economic activity robust in the near-term. Management has guided to $200 million of normalized EBITDA for the new Transtar RailCo; at a conservative 12x multiple for short-line rail. We recently initiated a position in Montana Aerospace, a Swiss-listed aerostructures manufacturer trading at a significant discount to intrinsic value. Tippapatt/iStock via Getty Images To Our Partners: Tourlite Fund, LP returned 0.2% for the Fourth Quarter and 2.8% for the full-year 2025. Since inception, the Fund has delivered annualized returns of 8.1%, compared to 13.3% for the S&P 500 and 6.5% for the Russell 2000. 1,2 Q4 2025 2025 YTD Annualized Return 3 Tourlite S&P 500 Russell 2000 Click to enlarge Gross Contribut
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News
- Truist Names APi Group (APG) Top Pick as Facility Services Demand Holds Firm [Yahoo! Finance]Yahoo! Finance
- APi Group Confirms Date of Fourth Quarter 2025 Earnings Release and Announces Participation in Upcoming Investor ConferencesBusiness Wire
- APi Group Completes Acquisition of CertaSiteBusiness Wire
- A Look At APi Group (APG) Valuation After Recent Share Price Momentum [Yahoo! Finance]Yahoo! Finance
- Did APi's Recurring Fire-Safety Services Focus Just Redefine APG's Cash-Flow Story? [Yahoo! Finance]Yahoo! Finance
APG
Earnings
- 10/30/25 - Beat
APG
Sec Filings
- 1/9/26 - Form SCHEDULE
- 1/9/26 - Form 4
- 1/9/26 - Form 4
- APG's page on the SEC website