Unique Payer Network Strengthens InfuSystem (INFU)
Diamond Hill Capital's Q2 2026 investor letter reported a 24.01% return, outperforming the Russell 2000. The fund highlighted InfuSystem (INFU), a healthcare services provider, as a new position. INFU closed at $12.18, down 2.48% monthly but up 19.88% yearly, with a $241.79M market cap. The fund cited INFU's unique payer network, profitability improvements, and strong balance sheet as reasons for investment.


