Letters by company
Mobility Global Inc.
6 letters discussing MBGL. Everything written about it on this site is on its ticker page.
- Hinde Group 3Q26 Mobility Global became a new special-situation position after its S&P Global spin-off, funded by trims to Interactive Brokers and Northeast Bank. Hinde Group argues that CARFAX and the company’s automotive-data franchises have durable workflow advantages, while forced spin-off selling, accounting complexity and AI concerns created a depressed valuation. third quarter of 2026 MBGL $6.4BSPGI $138B
- Bretton Fund 2026 Q3 Shareholder Letter Mobility Global was received in S&P Global’s automotive-business spinoff, but remains a very small holding because long-term vehicle demand and the car-buying ecosystem are uncertain. Microsoft, SAP and Ross benefited as AI fears around software eased, while Eagle Materials and Dream Finders Homes were hurt by the delayed housing recovery. 3rd Quarter 2026 MBGL $6.4BSPGI $138B
- GreensKeeper Asset Management Scorecard #55 – The Mountain GreensKeeper Asset Management added conviction to TVA Group, Intercontinental Exchange and Visa while retaining Richemont and Automatic Bank Services through temporary pressures. The fund exited Lululemon and Novo Nordisk, sold the Mobility Global spin-off, and raised cash as it avoided speculative AI stocks amid rising sovereign-debt and market-liquidity risks. Q3 2026 ABANF $248MCFRHF $125BICE $101B
- Fenimore Asset Management Quarterly Investment Commentary Fenimore attributes uneven portfolio results to narrow market leadership, higher rates and sentiment-driven weakness despite durable business fundamentals. The firm sold CBIZ and Baldwin Insurance Group following acquisition announcements, initiated positions including Mobility Global, Houlihan Lokey and UL Solutions, and remained selective as AI infrastructure spending broadened beyond technology. Q3 2026 BN $94BMBGL $6.4BMLM $37B
- Andvari Associates Andvari's Q2 2026 Letter Andvari argues that Constellation Software, Tyler Technologies and S&P Global retain durable advantages while cloud conversion, transaction revenue and the Mobility Global spinout create further value drivers. It adds Amazon, Microsoft, Texas Instruments and Martin Marietta but underweights AI infrastructure, warning that excessive capital investment, circular financing and competition could erode returns. Q2 2026 AMZN $2.9TCNSWF $52BMBGL $6.4B
- Parnassus Investments Parnassus Growth Equity Fund | Investment Commentary - 3Q 2026 Parnassus Growth Equity Fund retained all core positions, selling only spun-off Mobility Global shares, while maintaining an underweight in semiconductors and no Energy exposure. The portfolio favors health-care innovators and AI-infrastructure beneficiaries such as GE Vernova and Comfort Systems USA, while remaining selective amid elevated valuations, oil prices and interest rates. 3Q26 FIX $41BGEV $214BNTRA $46B
