Here’s 1 Main Capital Partners’ Investment Thesis for Radiant Logistics (RLGT)

1 Main Capital, a boutique investment firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 6.3% net in the third quarter compared to 8.1% and 12.4% for the S&P 500 (SPX) and Russell 2000 (RTY). Indices kept rising throughout the quarter as trade war fears eased and investor confidence was boosted by hopes that rate cuts would support economic growth. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

In its third-quarter 2025 investor letter, 1 Main Capital highlighted stocks such as Radiant Logistics, Inc. (AMEX:RLGT). Radiant Logistics, Inc. (AMEX:RLGT) is a third-party logistics company that offers technology-enabled global transportation and value-added logistics services. The one-month return of Radiant Logistics, Inc. (AMEX:RLGT) was -1.31%, and its shares lost 9.87% of their value over the last 52 weeks. On October 21, 2025, Radiant Logistics, Inc. (AMEX:RLGT) stock closed at $6.03 per share, with a market capitalization of $284.817 million.

1 Main Capital stated the following regarding Radiant Logistics, Inc. (AMEX:RLGT) in its third quarter 2025 investor letter:

“Radiant Logistics, Inc. (NYSEAMERICAN:RLGT) is an underfollowed non-asset based third-party (3PL) multinational logistics company at just 7x trailing and 5x normalized EBITDA, which is a low absolute multiple and a significant discount to larger peers. The company was founded in 2005 by CEO Bohn Crain, who grew it through a series of acquisitions and who still holds a 22% stake.

RLGT provides transportation and value-added services to customers needing to make large shipments. It does so by operating an agency network in the US and Canada, which includes ~30 company-owned and ~70 independent agent (strategic partners) locations that operate exclusively on its behalf. These agencies arrange the shipment of products, materials or equipment when they are larger than those handled by integrated global carriers like FedEx or UPS.

As a 3PL, RLGT relies on its vast network of asset-heavy carrier partners, including truck operators, railroads, airlines and ocean lines. As a complement to its transportation offerings, RLGT provides customers with other value-added services including materials management and distribution, customs brokerage and global trade management services…” (Click here to read the full text)

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Radiant Logistics, Inc. (AMEX:RLGT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 16 hedge fund portfolios held Radiant Logistics, Inc. (AMEX:RLGT) at the end of the second quarter, up from 13 in the previous quarter. While we acknowledge the risk and potential of Radiant Logistics, Inc. (AMEX:RLGT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Radiant Logistics, Inc. (AMEX:RLGT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Radiant Logistics, Inc. (AMEX:RLGT) and shared the list of top logistics companies in USA. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.