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 |
|---|---|---|---|---|
Kernow Asset Management Alyx Wood | “The manager exited the position following a takeover bid structured at a significant discount to NAV. While the investment doubled in value since early 2023, the manager concluded they underappreciated the illiquidity of A380 aircraft and questioned whether the risk was adequately rewarded.” | BEAR | Q1 2026 Apr 13, 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.
