A recent portfolio move highlights why scale, recurring revenue, and integration execution may matter more than short-term stock swings.Dallas-based Permian Investment Partners reported buying nearly 4.9 million additional shares of TIC Solutions, Inc. (TIC 2.27%) in a November 14 SEC filing.What HappenedAccording to a Securities and Exchange Commission (SEC) filing dated November 14, Permian Investment Partners increased its stake in TIC Solutions, Inc. (TIC 2.27%) by nearly 4.9 million shares during the t ...

One major investor just doubled down as TIC’s rebrand reshapes the company—here’s what long-term investors should watch.Seattle-based wealth advisory Progeny 3 increased its stake in TIC Solutions (TIC 1.10%) by 255,800 shares, contributing to a total position value increase of about $37.1 million, according to its November 14 SEC filing.What HappenedAccording to a filing with the U.S. Securities and Exchange Commission dated November 14, Progeny 3 increased its position in TIC Solutions (TIC 1.10%) by 255, ...