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 |
|---|---|---|---|---|
Meridian Hedged Equity Fund ArrowMark Colorado Holdings LLC | “ACV Auction, Inc. operates a digitally native, data-driven marketplace that connects wholesale buyers and sellers of used vehicles across the U.S. dealer-to-dealer automotive vertical. The company leverages technology-enabled service offerings and comprehensive vehicle inspections to provide transparency and efficiency for automotive transactions. The stock's performance was bolstered by record Q1 financial results and the announcement of a $100 million share repurchase authorization, which included an immediate $50 million accelerated repurchase program. Additionally, investor confidence was supported by ACV's ability to exceed its Adjusted EBITDA guidance and gain market share despite a challenging broader industry environment characterized by declining dealer wholesale volumes. Performance was further driven by the successful launch and traction of AI-powered dealer solutions like VIPER, which enhanced appraisal accuracy and marketplace efficiency.” | BULL | Q2 2026 Sep 2, 2026 | View Pitch |
Meridian Growth Fund ArrowMark Colorado Holdings, LLC | “ACV Auctions, Inc. operates a national digital marketplace that enables automotive dealers to more efficiently and transparently buy and sell wholesale vehicles. Our investment thesis centers around A” | BULL | Q1 2026 Apr 16, 2026 | View Pitch |
Spyglass Capital Management Portfolio Manager | “ACV Auctions missed quarterly expectations and reduced its full-year revenue outlook, affected by softer retail auto demand and lower vehicle conversion rates. Due to these persistent headwinds and slowing market share gains, the manager has placed their investment thesis under formal review.” | BEAR | Q3 2025 Sep 30, 2025 | View Pitch |
Meridian Hedged Equity Fund ArrowMark Colorado Holdings LLC | “ACV Auctions offers a compelling digital marketplace for wholesale vehicles that enjoys strong customer retention and cost management discipline. Although the share price suffered from near-term macroeconomic uncertainty surrounding the used car market, its long-term fundamental tailwinds remain intact.” | BULL | Q1 2025 Mar 31, 2025 | 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.