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 |
|---|---|---|---|---|
Aristotle International Equity Fund Aristotle Investment Services, LLC / Aristotle Capital Management, LLC | “Pan Pacific International Holdings (Pan Pacific), the Japanese discount retailer, was the largest detractor during the period. Shares declined as investors weighed the company's a” | BULL | Q2 2026 Aug 10, 2026 | View Pitch |
Aristotle International Equity Fund Aristotle Investment Services, LLC / Aristotle Capital Management, LLC | “Pan Pacific International Holdings (Pan Pacific), the Japanese discount retailer, was the largest detractor during the period. Shares declined as investors weighed t...” | BULL | Q2 2026 Aug 10, 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.
