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 |
|---|---|---|---|---|
Diamond Hill International Krishna Mohanraj | “The manager purchased MAX Co., a Japanese manufacturer of pneumatic construction and manufacturing tools, citing its industry-leading Twintier rebar-tying products. The company features a pristine balance sheet and is shifting toward shareholder-friendly capital allocation policies, making it highly undervalued.” | BULL | Q4 2024 Dec 31, 2024 | 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.
