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YahooOctober 26, 2026 at 10:56 AM NYYesterday

Bretton Fund’s Views on Mobility Global (MBGL)

The Bretton Fund’s Q3 2026 letter reports a -1.75% return for the quarter, versus +2.30% for the S&P 500. The letter can be downloaded here. Microsoft and SAP were the strongest contributors, while Eagle Materials and Dream Finders Homes suffered from delayed housing recovery. The portfolio remains concentrated in companies such as Alphabet, Ross Stores, […]

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