Lyndmoor Cold Chain
Monitoring — no action neededLogistics · Fresno, CA
May 28 – Aug 13, 2026
last 12 weeks of telemetry
Lyndmoor Cold Chain is 42 points below its escalation threshold — operational friction is the strongest theme at 30 against a threshold of 72. Nothing is currently escalated. No board direction is outstanding.
30
Highest signal
of 72 threshold
0
Open escalations
nothing open
83%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
2 active themesOperational Friction
18 independent participants · 7 functions
Reported by 18 independent participants across 7 functions, persistent for 5 weeks and easing.
Resource & Capacity
15 independent participants · 5 functions
Reported by 15 independent participants across 5 functions, persistent for 5 weeks.
Organizational radar
all 8 themes scored0
Escalated
0
Developing
8
Quiet
View all eight themesHide view all eight themes
Organizational radar
Lyndmoor Cold Chain across the eight themes
Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.
Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.
Board response
No board direction outstanding, and nothing open that needs one.
mature holding · held since May 2021 · Fresno, CA
Company contextHide company context
- Employees
- 690
- Signal seats
- 71
- 10% enrolled
- Revenue
- $157M
- EBITDA margin
- 16–19%
Investment thesis
Temperature-controlled warehousing near agricultural production, underwritten on contracted storage rather than spot.
Known exposures
- ·Energy cost exposure with limited pass-through in two contracts
- ·Refrigeration capex cycle beginning at the two oldest sites
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.