Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Seafarer Overseas Value Fund Brent Clayton | “The fund completely exited its nine-year holding in the global hydroelectric leader. Although fundamentally sound, the stock's run-up compressed its dividend yield, and growth has saturated given that the Yangtze River has run out of viable dam locations.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
