Letters by company
VERRA MOBILITY Corp
4 letters discussing VRRM. Everything written about it on this site is on its ticker page.
- Aristotle Funds Aristotle Small/Mid Cap Equity Fund Commentary Aristotle Small/Mid Cap Equity Fund maintained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses, while retaining a favorable view of Alamos Gold despite mine disruptions. The fund added Jones Lang LaSalle, UMB Financial and WesBanco, and exited Americold Realty Trust and Verra Mobility after deteriorating fundamentals and a lost customer contract. second quarter of 2026 AGI $13BCOLD $4.6BJLL $17B
- Aristotle Funds Aristotle Small Cap Equity Fund Commentary Aristotle Small Cap Equity Fund retained MACOM Technology Solutions and Mercury Systems on data-center, defense and operational-improvement theses. It bought IPG Photonics and UMB Financial, while liquidating Americold Realty Trust, Byline Bancorp and Verra Mobility after deteriorating fundamentals, achieved valuation targets or a changed investment thesis. second quarter 2026 AGI $13BBY $1.7BCOLD $4.6B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $189BACN $150BIFF $21B
- Donville Kent Asset Management Inc. The Case for Fundamentals Donville Kent argues that earnings compounding and valuation discipline offer diversification from crowded AI-linked momentum trades. It discusses Blue Ant’s post-transaction earnings potential, VitalHub’s AI-enabled healthcare software, Zedcor’s internally developed monitoring platform, and the operating growth across several portfolio companies. July 2026 BAMI $114MCIFR $3.2BETOLF $96M
