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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“GNW continues to represent a way to obtain (A) (at a discount) indirect ownership in its 80% owned subsidiary, Enact Holdings (ACT), a private mortgage insurer, and (B) a call option on its other businesses (Long Term Care and Life & Annuity). SCC has previously...” | Q2 2026 Sep 8, 2026 | Preview | |
“...principally its 80.6% ownership stake in Enact Holdings (ticker ACT) , which as of 12/31/2024 was valued at $4 billion, versus GNW's enterprise value of $3.4 billion:” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ACT.(1 additional institutional mentions locked).
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.