LongMMSJun 2026
Maximus, Inc.
Third Avenue initiated Maximus after pessimism around government-efficiency efforts, funding lapses and AI disintermediation depressed the share price despite continued federal…
MMS
1 published idea on Maximus, Inc. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Maximus: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Third Avenue initiated Maximus after pessimism around government-efficiency efforts, funding lapses and AI disintermediation depressed the share price despite continued federal…